Inside Sales Representative
LifeBridge Strategies, Nashville, Tennessee, United States, 37247
Job Summary
The Inside Sales Representative is responsible for outbound prospecting, qualifying leads, and closing sales with the goal of generating a sales pipeline. This position is responsible for customer acquisition, establishing long‑term customer relationships, and marketing the Company’s brand in a way that is positive, honest, and professional. The Inside Sales Representative will encourage customers to buy products, services, and upgrade as well as contact customers when necessary to follow up on customer satisfaction issues or solicit further sales and referrals. This position documents all contacts, actions, and responses in the customer database. The Inside Sales Representative reports to the Operations Manager and provides excellent customer service to team members and customers while demonstrating the company values and supporting the mission.
Job Duties And Responsibilities
Responsible as a member of the sales team for customer acquisition, establishing long‑term customer relationships, and marketing the Company’s brand in a way that is positive, honest, and professional
Responsible as a member of the sales team for the entire sales funnel including cold calling, qualifying leads, closing sales and obtaining referrals. This includes maintaining relationships to generate customer renewals.
Research new business accounts to identify key decision makers, understand business challenges, and build persona‑based value propositions
Develop prospecting plans to prioritize and actively engage prospective clients; utilize consultative selling techniques to make and build connections with prospective clients
Conduct initial discovery calls and pass qualified leads to others in the sales team when appropriate
Encourage customers to buy products, services, and upgrade. Receive, record, and route customer orders in an appropriate manner.
Respond to all inquiries and requests in a timely and professional manner
Research and understand the product line and be familiar with each product’s function and purpose, to confidently upsell customers to compatible products
Maintain and organize file documents, updates, and product information so it is readily accessible for reference and to answer questions
Enter, update, and maintain CRM information on leads, prospects, and opportunities. Track and record sales activity in the CRM. Share customer feedback, questions, and objections with the sales team.
Listen attentively to consumer questions and provide answers that are knowledgeable and insightful to encourage sales
Showcase the Company’s strengths and highlight the brand by talking exclusively about the characteristics that make the organization unique
Source new sales opportunities through inbound lead follow‑up and outbound cold calls and emails
Conduct prospect call preparation including company background research and other pertinent lead information
Responsible for handling customer inquiries, acquiring pricing, and issuing quotes
Develop meaningful relationships with customers to encourage trust and loyalty
Follow up on cold and warm leads to further the sales process
Understand and demonstrate the product or service to the customer
Follow industry trends to identify new opportunities for potential sales
Participate in weekly team meetings to discuss benchmarks as well as personal and team goals for the upcoming week
Assist in training and recruitment of additional sales team members
Participate in all internal trainings and certifications
Attend and participate in business/trade events as needed
Attend and participate in team strategic sales meetings
Perform other duties as assigned
Required Qualifications
Bachelor’s degree in business administration, marketing, communications, or related field
10 years of professional consultative sales experience with 5 years in financial services industry in an advice‑based role preferred
Knowledge of the financial services industry strongly preferred
Ability to independently prospect through networking and cold calling
Proven track record of closing deals
Personal experience with life transitions as addressed by LifeMap content is a plus
CRM experience with SalesForce preferred
Capable of thinking strategically, while able to manage multiple hands‑on tasks and changing priorities in a fast‑paced environment
Ability to effectively connect with potential customers, quickly build rapport, and uncover opportunities with a value‑based approach
Ability to self‑motivate and comfortability with cold calling prospective clients
Ability to learn independently through industry research and review/study of proprietary LBS offerings
Proven ability to build personal networks validated by networking through chamber of commerce, BNI, professional groups, linked‑in, etc.
Consistently meet and exceed sales goals and objectives set by leadership
Ability to work well in a structured sales process driven environment
Ability to meet and exceed company goals while working alongside a team
Knowledge of sales methodologies, processes, and techniques
Strong project and time management skills with an ability to set and maintain priorities to meet deadlines
Effective team player with the ability to work well with product designers, developers, other marketers, etc.
Effective oral and written communication skills and excellent interpersonal skills
Attention to detail, critical thinker and problem‑solving skills
High standards for integrity, honesty, professionalism, and work ethic
Ability to work independently while demonstrating excellent organization and follow through
Demonstrate flexible and efficient time management and ability to prioritize workload
Self‑directed with an ability and willingness to move with purpose and a strong sense of urgency
Self‑motivated, positive, and enthusiastic
Self‑starter with a strong desire to exceed expectations and capable of supporting a team
Maintain confidentiality discretion
Ability to effectively work in collaboration with others to achieve business objectives.
Willing to grow and be challenged
Attend training as requested
Remote #J-18808-Ljbffr
Job Duties And Responsibilities
Responsible as a member of the sales team for customer acquisition, establishing long‑term customer relationships, and marketing the Company’s brand in a way that is positive, honest, and professional
Responsible as a member of the sales team for the entire sales funnel including cold calling, qualifying leads, closing sales and obtaining referrals. This includes maintaining relationships to generate customer renewals.
Research new business accounts to identify key decision makers, understand business challenges, and build persona‑based value propositions
Develop prospecting plans to prioritize and actively engage prospective clients; utilize consultative selling techniques to make and build connections with prospective clients
Conduct initial discovery calls and pass qualified leads to others in the sales team when appropriate
Encourage customers to buy products, services, and upgrade. Receive, record, and route customer orders in an appropriate manner.
Respond to all inquiries and requests in a timely and professional manner
Research and understand the product line and be familiar with each product’s function and purpose, to confidently upsell customers to compatible products
Maintain and organize file documents, updates, and product information so it is readily accessible for reference and to answer questions
Enter, update, and maintain CRM information on leads, prospects, and opportunities. Track and record sales activity in the CRM. Share customer feedback, questions, and objections with the sales team.
Listen attentively to consumer questions and provide answers that are knowledgeable and insightful to encourage sales
Showcase the Company’s strengths and highlight the brand by talking exclusively about the characteristics that make the organization unique
Source new sales opportunities through inbound lead follow‑up and outbound cold calls and emails
Conduct prospect call preparation including company background research and other pertinent lead information
Responsible for handling customer inquiries, acquiring pricing, and issuing quotes
Develop meaningful relationships with customers to encourage trust and loyalty
Follow up on cold and warm leads to further the sales process
Understand and demonstrate the product or service to the customer
Follow industry trends to identify new opportunities for potential sales
Participate in weekly team meetings to discuss benchmarks as well as personal and team goals for the upcoming week
Assist in training and recruitment of additional sales team members
Participate in all internal trainings and certifications
Attend and participate in business/trade events as needed
Attend and participate in team strategic sales meetings
Perform other duties as assigned
Required Qualifications
Bachelor’s degree in business administration, marketing, communications, or related field
10 years of professional consultative sales experience with 5 years in financial services industry in an advice‑based role preferred
Knowledge of the financial services industry strongly preferred
Ability to independently prospect through networking and cold calling
Proven track record of closing deals
Personal experience with life transitions as addressed by LifeMap content is a plus
CRM experience with SalesForce preferred
Capable of thinking strategically, while able to manage multiple hands‑on tasks and changing priorities in a fast‑paced environment
Ability to effectively connect with potential customers, quickly build rapport, and uncover opportunities with a value‑based approach
Ability to self‑motivate and comfortability with cold calling prospective clients
Ability to learn independently through industry research and review/study of proprietary LBS offerings
Proven ability to build personal networks validated by networking through chamber of commerce, BNI, professional groups, linked‑in, etc.
Consistently meet and exceed sales goals and objectives set by leadership
Ability to work well in a structured sales process driven environment
Ability to meet and exceed company goals while working alongside a team
Knowledge of sales methodologies, processes, and techniques
Strong project and time management skills with an ability to set and maintain priorities to meet deadlines
Effective team player with the ability to work well with product designers, developers, other marketers, etc.
Effective oral and written communication skills and excellent interpersonal skills
Attention to detail, critical thinker and problem‑solving skills
High standards for integrity, honesty, professionalism, and work ethic
Ability to work independently while demonstrating excellent organization and follow through
Demonstrate flexible and efficient time management and ability to prioritize workload
Self‑directed with an ability and willingness to move with purpose and a strong sense of urgency
Self‑motivated, positive, and enthusiastic
Self‑starter with a strong desire to exceed expectations and capable of supporting a team
Maintain confidentiality discretion
Ability to effectively work in collaboration with others to achieve business objectives.
Willing to grow and be challenged
Attend training as requested
Remote #J-18808-Ljbffr