Sales Development Representative

1 month ago

Nashville, United States U.S. Retirement & Benefits Partners Full time

U.S. Retirement & Benefits Partners (USRBP) is one of the largest independently owned insurance brokerage firms in the country providing a full range of employee benefits, compliance, and HR consulting services, along with retirement solutions for both the private and public sectors. The business was formed in 2008 and today serves over three million participants nationally in the K-12, Corporate and Government markets. For more information about USRBP, please visit our website:

Position Overview

USRBP is hiring a Sales Development Representative for our Partner Firm, The Retirement Plan Company (TRPC). This position can be located in Iselin, NJ, Brentwood, TN, or be remotely based. We are looking for the next rockstar Sales Development Representative to join our rapidly expanding sales organization


From facilitating initial conversations, to developing team-wide best practices, you will be an integral member of our sales organization.


In this role, you’ll be responsible for creating excitement about The Retirement Plan Company. You will be actively prospecting business owners and advisors to generate interest in 401(k) plans and related services and be contacting participants to provide rollover solutions for their retirement assets. You’ll get to work alongside an extremely passionate and supportive team of experienced industry professionals, but most importantly you’ll jumpstart your career in a crucial field. If you’re interested in venturing outside the norm and are ready to join a company with a proven business model, we’d love to learn more about you.

Strategic Value

Generate revenue for TRPC through the following outbound prospecting and servicing inbound leads by:

  • Understanding the current customer needs and requirements
  • Effectively positioning TRPC’s solutions to gain interest
  • Qualifying contacts that match the ideal customer profile

Career Path

The career path at TRPC offers various opportunities:

  • Advancement within the USRBP/TRPC Sales Development Team (to SDR Manager or SDR Team Lead)
  • Sales Director
  • Peripheral product/project roles in marketing, revenue operations, etc.
  • Including other available positions throughout the USRBP umbrella


Why USRBP?

  • Experience income and career growth potential within a company that is a leader in the employee benefits and retirement industry.
  • Receive benefits of a marketing organization providing highly qualified leads.
  • Sell a broad portfolio of products and solutions that are constantly being enhanced.
  • Gain expertise across multiple market verticals including public sector, wholesale, and corporate.


Responsibilities

  • Build rapport with prospects and transition ‘cold’ inquiries over time into ‘warm’ responsive prospects.
  • Develop new business leads and enhance existing relationships.
  • Utilize prospecting and research tools, coordinate with assigned reps to qualify opportunities; prepare for and book pitch meetings with target prospects.
  • Strategize with team members to innovate & improve the overall sales development process.
  • Understands the customer’s environment and introduces new concepts to solve the customer’s problems.
  • Supports marketing campaigns to help optimize revenue.
  • Conduct sales development best practices with email, phone, and social drips using enablement technology to connect with new prospects.
  • Work closely and collaboratively with the sales team to develop and implement appropriate prospect communication plans.
  • Enter pertinent prospect information into CRM and sales engagement platform. Updates and expands as interactions occur.
  • Internalize best practices and act on coaching advice. Enhances product knowledge through regularly scheduled training sessions. Attend field sales meetings/trainings as appropriate.


Required Experience/Skills:

  • BS/BA recommended or equivalent work experience.
  • 2+ years of retirement plan industry experience
  • Sound knowledge of retirement plans, regulations, trends & best practices.
  • Ability to work in a fast-paced environment.
  • Excellent written and oral communication, organizational, and analytical skills.
  • Very strong work ethic with confidence to work autonomously.
  • Highly motivated to succeed both individually and with a young and fast-growing company.
  • Strong phone, prospecting, and interpersonal skills.
  • Ability to effectively communicate with internal stakeholders.
  • Ability to establish and maintain strong relationships with the sales teams they support.
  • Ability to multi-task and prioritize workload to maximize efficiency.
  • Effective listener to understand prospect needs.
  • Strong organizational skills.
  • Strong written and verbal communication skills.
  • Motivated and results driven.
  • Industry knowledge is a must.
  • Experience using technology such as ZoomInfo, Outreach.io, CRM systems, strongly preferred.


Compensation & Benefits

  • Competitive salary with commission based on success
  • Medical, Dental, Life & Vision Insurance
  • Flexible PTO
  • Fully remote and hybrid work options available (Nashville, TN or Iselin, NJ)

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