Sales Development Representative

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Symmetry Financial Group

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Finance • B2C

Symmetry Financial Group is a national insurance agency and financial services firm specializing in life and related protection products. It offers mortgage protection, term life, universal life, final expense, disability, critical illness, and retirement/annuity solutions, along with programs like Debt Free Life and SmartStart. The company also runs agent recruiting and career programs, provides lead and training support for advisors, and emphasizes no-medical-exam options, living benefits, and cash-back features across its product portfolio.

1001 - 5000 employees

Founded 2009

💸 Finance

👥 B2C

📋 Description

• Identify and qualify potential new customers via exclusive lead system • Research, prioritize, and reach out to new prospects • Develop relationships with prospects and understand their needs • Monitor and nurture leads through the sales cycle • Schedule and attend virtual meetings with prospects • Prepare and deliver presentations to prospects • Track and report on sales activities and performance metrics • Collaborate with other departments to ensure customer satisfaction • Stay up to date on industry trends and best practices • Develop and implement strategies to optimize sales performance • Provide feedback and suggestions to improve sales processes and procedures

🎯 Requirements

• Bachelor’s degree in business, marketing, or related field • A minimum of 1 year of experience in sales, customer service, or related field • Excellent communication and customer service skills • Ability to think strategically and identify opportunities • Strong organization, planning, and problem-solving skills • Ability to work independently and handle multiple tasks • Knowledge of sales processes and techniques • Ability to understand customer needs and develop solutions • Working knowledge of CRM systems and other sales tools • Experience with cold calling and lead generation

🏖️ Benefits

• health, life, dental and vision insurance • remote work options • mentorship • coaching cohorts • online and or in-person training • top AI based technology for sales and team management