Sales Development Representative (SDR)
HealthView is the leading provider of retirement health care cost data and retirement planning tools to the financial services industry including banks, insurance companies and broker-dealers.
The firm is seeking a dynamic, technology-savvy Sales Development Representative. The ideal candidate will have some prior sales experience and excellent communication skills.
This candidate has the unique opportunity to become a team member of an exceptional company in the financial services industry.
No prior sales experience is needed- we will train you to become the best!
. Working with many of the leaders in the financial services industry, the company has been the subject of significant media attention.
Core Responsibilities
- Generate new institutional appointments via telesales
- Relationship building
- Preparation and delivery of webinar presentations
- Manage and update Salesforce CRM, maintain a healthy sales pipeline over time, and accurately forecast opportunities on a monthly basis
Ideal Candidate Experience and Skills
- Demonstrated a history of achieving call volume success and revenue quota
- Experience in Microsoft Office suite
- Ability to work independently while also being a team player
- Strong interpersonal communication skills
Other Information
Compensation package consists of a base salary and commission.