Inside Sales Representative

🔥 0 minutes ago

🎸 Tennessee – Remote

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⏰ Full Time

🟠 Senior

🔴 Lead

⬇️ Inside Sales

👻 Ghost score 15%

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Logo of Southwestern Family of Companies

Southwestern Family of Companies

501 - 1000 employees

💼 Consulting

🛡️ Insurance

✈️ Travel

Consulting • Insurance • Travel

Southwestern Family of Companies is a diversified, privately held family of companies founded in 1855 that invests in and operates more than 20 purpose-driven businesses across multiple sectors. The group includes long-standing educational programs and publishing (Southwestern Advantage, Southwestern Publishing House), professional services such as consulting and talent search (Southwestern Consulting, ThinkingAhead), and property services (Southwestern Real Estate), as well as insurance, travel, and other ventures. The organization emphasizes leadership development, community impact, and building principle-guided businesses.

📋 Description

• Conduct outbound prospecting, qualify leads, and close sales to generate a sales pipeline • Acquire customers, establish long-term customer relationships, and market the Company’s brand positively, honestly, and professionally • Manage the entire sales funnel, including cold calling, lead qualification, closing sales, obtaining referrals, and supporting renewals • Develop prospecting plans and actively engage prospective clients using consultative selling techniques • Conduct initial discovery calls and pass qualified leads to other sales team members when appropriate • Encourage customers to purchase products and services, upgrade, and provide referrals • Receive, record, and route customer orders • Research product functions and purposes to confidently upsell compatible products • Maintain organized files, updates, and product information • Enter, update, and maintain CRM data for leads, prospects, and opportunities; track sales activity • Share customer feedback, questions, and objections with the sales team • Answer consumer questions knowledgeably to encourage sales • Source opportunities through inbound lead follow-up and outbound cold calls and emails • Prepare for prospect calls through company background research and lead-information review • Handle customer inquiries, obtain pricing, and issue quotes promptly and professionally • Develop customer relationships that encourage trust and loyalty • Understand and demonstrate products or services to customers • Participate in weekly team meetings, strategic sales meetings, internal trainings, certifications, and business or trade events as needed • Assist with training and recruitment of additional sales team members • Perform other duties as assigned • Report to the Operations Manager

🎯 Requirements

• Bachelor’s degree in business administration, marketing, communications, or related field • 10 years of professional consultative sales experience with 5 years in a financial services industry; experience in client-facing role preferred • Knowledge of the financial services industry strongly preferred • Ability to independently prospect through cold calling of supplied leads • 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 managing 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 • Consistently meet and exceed sales goals and objectives while working alongside a team • Knowledge of sales methodologies, processes, and techniques; ability to work in a structured, sales-process-driven environment • Strong project and time management skills with ability to set and maintain priorities to meet deadlines • Ability to work effectively with product designers, developers, other marketers, and related teams • Effective oral and written communication skills and excellent interpersonal skills • Attention to detail, critical thinking, and problem-solving skills • High standards for integrity, honesty, professionalism, and work ethic • Ability to work independently with excellent organization and follow-through • Self-directed, positive purpose, and strong sense of urgency • Maintain confidentiality and discretion • Willingness to grow and be challenged

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