Sales Development Representative

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🔥 9 minutes ago

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Guidant Financial

51 - 200 employees

Founded 2003

💸 Finance

💳 Fintech

🤝 B2B

Finance • Fintech • B2B

Guidant Financial is a company that specializes in providing financing solutions for small businesses and franchises. They offer a variety of funding options including 401(k) business financing, SBA small business loans, franchise financing, unsecured loans, portfolio loans, and equipment leasing. The company is dedicated to helping entrepreneurs start and grow their businesses by offering personalized financing solutions tailored to individual business needs. With a focus on transparency and education, Guidant Financial provides resources such as business valuations, certified appraisals, and a learning center with guides, calculators, and other educational materials. Their commitment to supporting over 25,000 businesses showcases their expertise and dedication to fostering entrepreneurial success.

📋 Description

• Contact 300-350 new leads per month to assess their needs and quickly qualify or disqualify them for Guidant’s financing solutions. • Set appointments with qualified leads for the Finance Consultants, ensuring a smooth transition from lead qualification to the next stage of the sales process. • Accurately log all lead interactions and updates in Salesforce CRM to ensure consistent tracking and reporting of progress. • Maintain a predefined outreach cadence to ensure timely follow-up with leads, meeting monthly call and qualification targets. • Work closely with the Finance Consultants to ensure qualified leads are prepared for further engagement. • Maintain exceptional punctuality and reliability in all scheduled calls, meetings, and engagements. • Actively participate in training sessions to stay current on Guidant’s products, services, and lead qualification best practices. • Provide feedback to supervisors and team members on any challenges encountered in the lead qualification process. • Ensure all processes are documented, and assist in sharing best practices with peers to improve overall team performance. • Perform other duties as required.

🎯 Requirements

• Bachelor’s degree in Business Administration, Finance, or a related field preferred. • 1-3 year’s experience in phone-based sales or other transactional sales environments, demonstrating an ability to meet or exceed sales targets preferred. • Willingness and ability to make a high volume of outbound calls to warm leads, maintaining persistence and focus to meet monthly targets. • Strong listening skills and the ability to quickly build rapport with potential clients, ensuring effective and engaging communication. • Excellent verbal and written communication skills, with the ability to tailor messaging for a variety of audiences and build rapport quickly. • Proficient in Microsoft Office applications and CRM systems, preferably Salesforce, with an ability to accurately log and manage data. • Proactive, able to set priorities and manage workload effectively, taking initiative to meet and exceed individual and team goals. • Highly organized and detail-oriented, with the ability to manage multiple tasks and follow a structured outreach cadence in a fast-paced environment. • Ability to work in an autonomous environment, with the ability to manage multiple tasks and follow a structured outreach cadence in a fast paced environment. • Ability to create an inclusive workplace where everyone feels a sense of belonging by empowering all our employees to speak up, ask questions, and be seen. • Must pass a background check. • Must meet work from home requirements to qualify.

🏖️ Benefits

• Ownership Matters: We are working toward becoming an ESOP company, reinforcing a culture of shared accountability and long-term success. • Our People are Vital to Our Success: Join a team of intelligent, imaginative, and highly motivated individuals. • Growing Together: Constantly expand your knowledge with ongoing training, career development opportunities, and supportive leaders. Over the past three years, more than 20% of our organization has been promoted into new and exciting roles! • Wellness at its Best: Enjoy top-notch benefits and perks, including comprehensive health coverage (with a free premium option), competitive salary, paid parental leave, and a generous 401k match. Take advantage of 3 weeks of Paid Time Off plus 11 Paid Holidays to truly disconnect. • Flexible Work Arrangements: Work comfortably from your home office. We believe in giving you the freedom to structure your work while providing all the necessary equipment. • An Amazing Culture: Experience Guidant's award-winning culture, where you can connect with senior leaders over coffee or be part of our company sporting events. • Empowering Equity and Inclusion: Join an inclusive work environment that values employee voices, encourages active participation, and provides unwavering support.

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