Sales Development Representative

🔥 2 hours ago

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FMG

201 - 500 employees

Founded 2011

💸 Finance

☁️ SaaS

💰 Series A on 2016-08

Finance • Marketing • SaaS

FMG is a comprehensive marketing platform tailored specifically for financial advisors and related financial services industries, including broker-dealers, wealth management firms, and insurance agents. The company offers a suite of digital marketing tools designed to help build brands, engage with clients, and grow businesses through an all-in-one solution. FMG provides website tools, content marketing automation, social media management, and client communication solutions, focusing on making financial advisory marketing more accessible and effective. Known for its high customer satisfaction, FMG supports advisors in showcasing their expertise and improving client interaction with modern marketing strategies.

📋 Description

• Develop opportunities through cold-call prospecting, email promotions & follow up on leads. • Utilize HubSpot to ensure activities are documented. • Prospect to C-Level Financial Advisors and Insurance Agencies. • Maintain a working knowledge of company products. • Create rapport, credibility & build trust based relationships. • Be resilient & persistent. • Attend Sales training and team meetings. • Responsible for achievement of sales goals/targets. • Comply with company policies and procedures. • Access to a private & secure workspace, free from distractions. • Accessible during the assigned work schedule for regular duties and responsibilities as outlined by the supervisor. • An internet connection with speeds of 5 Megabits down / 3 Megabits up (5mbps/3mbps).

🎯 Requirements

• Excellent oral & written communication skills. • Eagerness to learn, take direction & incorporate feedback into work. • Highly motivated with the ability to interact with professionals. • Knowledge of standard business applications such as G Suite, Slack, Salesloft etc is a plus. • Must have at least 1 year of sales experience or Sales Development Representative experience. • Basic computer knowledge is a MUST. Understanding how computers work and how to use them. • CRM (HubSpot or equivalent) experience, a plus. • Self-confident, self-motivated, driven, organized and solution oriented.

🏖️ Benefits

• Enjoy a generous paid holiday schedule, including a full week off for our Winter Holiday Shutdown. • Our comprehensive paid time off policies cover vacation, sick days, parental leave, and bereavement leave. • Our robust insurance plan includes: Medical with $0 co-pay, Telehealth plan, Dental, Vision, Health Savings Account (HSA) with generous employer contributions, Flexible Spending Accounts (FSA). • Company-paid Life Insurance and Accidental Death & Dismemberment (AD&D) coverage. • Company-paid Short & Long Term Disability coverage. • Company-paid Employee Assistance Program (EAP). • Matching 401(k) with immediate full vesting. • On Demand Pay - allows access to a portion of your earned wages prior to the payday with same day deposit. • Internet & Gym Reimbursement!

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