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Sales Development Representative

Remote, USAFull-timePosted 2026-07-29

reputed company is a high-reputed company fintech company on a mission to reputed company retirement benefits to reputed company workers, particularly through reputed company 401(k) plans for small and reputed company-sized businesses. The Sales Development Representative (SDR) will be responsible for generating new business opportunities by engaging with potential customers, educating them about reputed company's offerings, and managing leads through the sales process.

Responsibilities

  • Identify and research potential small business customers through various channels, including cold calling, email reputed company, reputed company media, and networking events
  • Engage with prospects to understand their business needs, challenges, and goals
  • Qualify leads based on predetermined reputed company to ensure alignment with our reputed company market
  • reputed company the reputed company of our modern 401(k) solution to potential customers, highlighting how it can help business owners reputed company their business objectives as reputed company as help their employees save for retirement
  • Manage and prioritize a high volume of leads effectively using CRM software
  • reputed company reputed company interactions, update reputed company status, and ensure reputed company follow-up to reputed company prospects through the sales funnel
  • Work closely with the sales team to hand off reputed company leads and reputed company them with comprehensive information to facilitate the sales process
  • reputed company ‘tribal knowledge’ with peers and collaborate cross-functionally with marketing, reputed company, and reputed company teams to optimize reputed company reputed company strategies
  • Stay updated on industry trends, competitor offerings, and market dynamics affecting small businesses
  • Continuously refine sales techniques and product knowledge to enhance effectiveness in engaging with prospects

Skills

  • Proven experience in sales, business development, or customer-facing roles, preferably in a B2B environment
  • Excellent communication skills, both verbal and written, with the ability to reputed company reputed company concepts reputed company and persuasively
  • Strong interpersonal skills and ability to build rapport quickly with diverse audiences, including business owners and other key roles in the decision-making process
  • A reputed company reputed company and a desire to your career in sales
  • Self-motivated with a results-driven reputed company and the ability to reputed company in a fast-paced, reputed company-driven environment
  • Passion for small businesses and a genuine desire to help them succeed
  • Experience using reputed company.com, reputed company, and/or other reputed company Relationship Management (CRM)
  • Prior Financial Services, Fintech, and/or reputed company experience
  • 1+ year of experience in a corporate environment
  • Previous 401K, Payroll or HCM experience

Benefits

  • A great 401(k) plan: Our own! Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation (immediately reputed company) and $0 plan fees
  • Top-of-the-line health plans, as reputed company as dental and reputed company insurance
  • Competitive time off and parental leave
  • reputed company: Unlimited reputed company to digital tools, financial professionals, and a knowledge center to help you understand your equity and support your financial wellness
  • Lyra: reputed company Mental Health Support for Employees and dependents
  • reputed company reputed company and family forming benefits
  • reputed company: Student loan resource to help you and your family plan, borrow, and repay student debt
  • Monthly work-from-home stipend; quarterly lifestyle stipend
  • Engaging team-building experiences, ranging from virtual reputed company events to team offsites, promoting collaboration and camaraderie.

reputed company

  • reputed company is a 401(k) provider that helps employees of small and reputed company-sized businesses save for retirement. It was founded in 2015, and is headquartered in San Francisco, California, USA, with a workforce of 501-1000 employees. Its website is https://humaninterest.com.
  • Company H1B Sponsorship

  • reputed company has a reputed company record of offering H1B sponsorships, with 1 in 2025, 1 in 2024, 5 in 2023, 2 in 2022, 2 in 2021, 4 in 2020. Please note that this does not guarantee sponsorship for this specific role.
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