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Sales development representative - Wakefield, MA, United States - Sentinel Group
Description
Location Note:
This a hybrid role for our Wakefield, MA office.
In this role, you will learn how to nurture leads to a sales-ready state.
As an SDR, you will drive demand for Sentinel's products and services in a variety of ways, including lead generation, qualifying targeted leads or leads that have been generated by marketing and scored using the Company's marketing automation platform; engaging in net-new targeted calling; and appointment setting.
In addition, you will receive personalized sales coaching, allowing you the opportunity to cultivate your own sales approach before moving into a quota carrying sales position in the organization.
This is an exciting and educational opportunity for someone who is looking to start a sales career in financial services.
You can expect a fun, challenging and unique opportunity to gain insight into Sentinel's business units. Upon starting, you will be trained to perform outreach beginning in the summer months.You rotate through Sentinel's Group Insurance, Health & Welfare, Service Center, Retirement Plan Advisory, and Advisor Channel business areas working closely with Sales team members to ensure you're exposed to a variety of functions within the company.
This rotation component allows you the opportunity to develop deep functional expertise while gaining broad exposure to our business and customer relationships.
Ability to qualify groups of prospects using telephone, email, social media and other technologies prior to passing them along to sales repsPartner with Marketing on conceptualization and implementation on a range of inbound and outbound campaigns such as email, direct mail, and lead nurturing
Become an expert at using lead generation tools to generate lists of target prospect accounts
Develop an understanding of the account's business issues and other relevant information
Effectively communicate the Sentinel story to prospects and the challenges we can help them solve
Successful completion of Series 65 and Life, Accident & Health licenses, Retirement Plan Fundamentals (RPF), and Section 125 certifications
Profile assigned accounts and drive outbound prospecting to generate new business
Conduct research on accounts by using Google, LinkedIn, ZoomInfo and other tools
Track and manage prospecting and nurturing activities in CRM
Implement best practices for leads database to increase data integrity and market reach
Execute database and telemarketing programs to increase attendance at upcoming events, seminars, and to create awareness for current product promotions to target audiences
Ability to interpret data from Sentinel's marketing automation platform to personalize outbound communications
Ability to use existing and emerging social media tools to monitor targeted accounts and prospects, and identify trigger events for follow-up
Flexibility, mobility, and the willingness to embrace change are vital too, as you rotate through the business units to begin your career in financial services at Sentinel.
Through this role, Sentinel aims to recruit and train the next generation of financial professionals.At the end of the rotations, you will possess a much greater understanding of not only our business, but financial services, and employee benefits as a whole.
You will gain valuable experience through direct exposure to real world situations as well as support through mentorship and professional training.
Bachelor's degree from an accredited college or university or equivalent work experienceBase Salary is $55,000 plus incentive bonus with on target earnings up to a minimum of $80,000+
If you need reasonable adjustments at any point in the application or interview process, please let us know.
PTO (vacation, sick, personal time bank) - unlimited FTO after 2 years of service
12 Paid Holidays (10 stated and 2 floating holidays)
2 Community Volunteer Days
5 Summer Half Days
Medical, Dental, Vision
Retirement Plan with 3.For 35+ years, we've remained devoted to making a difference in the lives of our people, our clients and our community.
With a 9-year average associate tenure among our 265 professionals, our team's commitment to excellent service has positioned Sentinel as the only provider who makes benefitsEASY:
easy for your people; Our ultimate goal is to help companies and their employees prepare for their future health, wealth and retirement needs.
Whether it's through retirement plans, group health insurance, reimbursement accounts or financial planning, we engineer simple solutions and continuously strive to make them better.
Sentinel is also one of the largest employee benefits firms in Massachusetts (Boston Business Journal) and was named a 2022 Retirement Plan Adviser of the Year in the Mentorship category (PLANADVISER Magazine).