Guideline is seeking a to join our growing Core Sales Team; this role will report to our Sales Leader.
Candidates must be located in CO, FL, MA, MD, ME, NC, TX, or WA.
SDRs based in the Eastern and Central Time Zones will work Eastern Time hours; those in Mountain and Pacific Time Zones will work Pacific Time hours.
As a member of Guideline's Sales team, you will engage and educate prospective clients to identify sales qualified leads for Account Executives. You will facilitate lead handoffs between the sales development team and our account executives.
Your success will be determined by maximizing Lead Velocity and by qualifying as many leads as possible in a responsible manner. The ultimate goal is to expand our retirement platform's reach by presenting Guideline's solutions to small business owners and large companies alike.
- Develop and acquire new business
- Communicate with prospective clients by email, and both inbound and outreach phone calls
- Track and report sales activities and results
- Diligently update CRM and focus on priority prospects
- 1+ years of work or internship experience
- Bachelor's degree preferred or equivalent experience
- Experience with CRM software (SalesForce, Outreach, etc.)
- Enjoy working with people and excel at building relationships
- Exemplary verbal and written communication skills
- Highly organized with strong attention to detail
- Eye for efficiency gains and process improvement
- Desire to learn new processes and technologies
Everyone should have a simple, affordable way to save for retirement. At Guideline, our plans are low cost and highly automated. This makes it easy for companies to offer a valuable benefit—and easy for people to invest in their financial future with confidence.
The salary for this position is $65,000 annually.
Additional benefits:
- Flexible vacation policy
- Company equity
- 401(k) with matching contributions
- 100% paid employee insurance coverage
- Annual learning and development stipend
- Parental leave
- Sabbatical after 5 years of employment
Guideline provides equal employment opportunities to all employees and applicants for employment without regard to race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Guideline is an equal opportunity employer. Applicants in need of special assistance or accommodation during the interview process can reach out to [email protected].
Expected Salary Range
$65,000—$65,000 USD
Top Skills
What We Do
Guideline. Helping people save for a better future.
Guideline is the only 401(k) provider that doesn’t charge participants any fees on investments, regardless of the value of their assets or retirement account balance. And for employers, Guideline charges a low, flat rate fee per participant, in contrast to the asset-based fee model predominant in the industry.
By offering a full-stack solution that automates plan administration and compliance, the Guideline team is combatting what’s unfortunately become the retirement industry status quo -- legacy providers have put profit over the interests of employees, abandoning the goal of the program in the first place: to give employees the opportunity to save as much as possible for retirement.
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