Sales Operations Specialist

3 weeks ago


Lehi, Utah, United States The Investors Edge Full time
About the Position

We're looking for an experienced Inside Sales Coordinator to join our team at The Investors Edge. This full-time position offers a competitive salary of $67,000, with bonus potential up to $80,000.

Key Responsibilities

  • Convert warm leads into qualified appointments through calls, texts, and follow-ups.
  • Manage a pipeline of existing leads while handling 20 new leads per day.
  • Achieve 4+ hours of phone talk time daily and set an average of 6.5 appointments per day.
  • Maintain accurate CRM data entry for every conversation.

What We Offer

  • A health care stipend, life insurance, vision and dental coverage, telemed and tele-mental health, 401K with up to 4% employee dollar-for-dollar match, and flexible PTO policy.
  • The opportunity to work alongside people who value hard work, innovation, and having fun.
  • A chance to make a real difference in people's lives by empowering them to achieve financial freedom.

Requirements

  • Stable work history with no more than two jobs in the last five years.
  • Not self-employed in the past six months.
  • 2+ years of experience in a phone-heavy role, making 20+ calls per day with 4+ hours of talk time.
  • Proven track record of meeting performance metrics and KPIs.
  • Recognition for achievements in personal, professional, or sports settings (e.g., Employee of the Month, Top Salesperson, etc.).

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