Full-Time

Sales Development Representative

Posted on 4/19/2024

Human Interest

Human Interest

501-1,000 employees

Affordable 401(k) and 403(b) plans provider

Data & Analytics

Compensation Overview

$20 - $21.63Hourly

+ Variable Target of $30,000

Senior

Orem, UT, USA

Required Skills
Sales
Communications
Lead Generation
Cold Calling
Salesforce
Marketing
Requirements
  • Proven experience in sales, business development, or customer-facing roles, preferably in a B2B environment.
  • Excellent communication skills, both verbal and written, with the ability to articulate complex concepts clearly and persuasively.
  • Strong interpersonal skills and ability to build rapport quickly with diverse audiences, including business owners and other key roles in the decision-making process
  • A growth mindset and a desire to your career in sales
  • Self-motivated with a results-driven mindset and the ability to thrive in a fast-paced, target-driven environment
  • Passion for small businesses and a genuine desire to help them succeed
  • Experience using Salesforce.com, Outreach, and/or other Client Relationship Management (CRM)
  • Prior Financial Services, Fintech, and/or SaaS experience
Responsibilities
  • Prospect Identification - Identify and research potential small business customers through various channels, including cold calling, email outreach, social media, and networking events.
  • Qualification - Engage with prospects to understand their business needs, challenges, and goals. Qualify leads based on predetermined criteria to ensure alignment with our target market.
  • Educate - Articulate the value proposition of our modern 401(k) solution to potential customers, highlighting how it can help business owners achieve their business objectives as well as help their employees save for retirement.
  • Pipeline Management - Manage and prioritize a high volume of leads effectively using CRM software. Track lead interactions, update lead status, and ensure timely follow-up to move prospects through the sales funnel.
  • Collaboration - Work closely with the sales team to hand off qualified leads and provide them with comprehensive information to facilitate the sales process. Share ‘tribal knowledge’ with peers and collaborate cross-functionally with marketing, growth, and revenue teams to optimize lead generation strategies.
  • Continuous Learning - Stay updated on industry trends, competitor offerings, and market dynamics affecting small businesses. Continuously refine sales techniques and product knowledge to enhance effectiveness in engaging with prospects.

Human Interest operates at the forefront of simplifying retirement savings for small and medium businesses by offering zero-transaction fee 401(k) and 403(b) plans. This company's focus on removing financial barriers and enhancing user experience through comprehensive technology makes it a leading player in increasing industry participation rates. With a strong commitment to making retirement planning more accessible and manageable, working here offers a chance to directly contribute to broadening financial inclusion and wellbeing in the workforce.

Company Stage

Series D

Total Funding

$497.7M

Headquarters

San Francisco, California

Founded

2015

Growth & Insights
Headcount

6 month growth

-4%

1 year growth

1%

2 year growth

17%

Benefits

Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation

Top-of-the-line health, dental, and vision, with employee premiums fully paid and dependent premiums 50% covered by Human Interest

Stock options for every employee

Generous PTO policy

HSA or FSA offering with an annual employer contribution

Short/Long-term disability and life insurance

Generous parental leave policy

Dollar-for-dollar match of employee donations to nonprofit 501(c)(3) organizations, up to $1,000 per year

Monthly work from home stipend

Annual wellness stipend