Guideline Pro Sales Development Representative
Candidates can reside in ET or CT time zones; this includes candidates in FL, MA, MD, ME, NC, or TX
As a member of the Guideline Pro sales team, you will streamline the onboarding process for our Guideline Pro channel. Your primary role is identifying, qualifying and onboarding prospective Advisors, Accountants and Benefit Professionals for our Guideline Pro platform.
You will manage lead qualification to optimize lead handoff between sales development level and relationship managers. You will conduct sales demos for these leads as well ensuring they are educated about our platform.
You will be reporting to the Senior Sales Leader of Guideline Pro. Your success will be determined by maximizing lead opportunities and by converting as many qualified leads to accounts as possible, responsibly.
Most of all, you enjoy working with others and excel in building relationships! The ultimate goal is to expand our retirement platform technology footprint through our Guideline Pro Partner relationships and present Guideline's solutions to the leads so they can sell it to their clients.
The Team The Guideline Pro team is not the traditional sales team. We are in charge of qualifying all inbound leads and turning them into Guideline Pro Accounts and are also outbounding to similarly modeled leads.
The sales process is fast and customer-centric. Our close rate is high because we are truly offering a superior product and a solution that their clients' need.
- Support our growing team to help develop and acquire new business relationships
- Communicate with and educate Guideline's prospective Guideline Pro users through online demo's, phone calls, email and other online platforms
- Perform outbound calls to leads as part of the sales process
- Prepare and send client proposals to support Guideline Pro sales efforts
- Help team members follow up with their daily tasks, making sure hot leads are followed up on
- Manage, track, and report on your pipeline activities and results
- Diligently mine and update salesforce and focus on priority prospects
- Manage inbound phone lines and email requests
- Take on projects to help increase team productivity
What We're Looking For
- 2+ years of work experience
- SaaS experience useful
- You enjoy working with people
- Flexible - we're moving fast, adaptability to new conditions
- Clear and confident communicator. You will conduct online presentations, but don't worry, we will train you!
- Experience with CRM software (SalesForce, Outreach), able to adapt to new technologies
- Phone and writing skills with exemplary attention for details
- Bachelor's degree preferred or equivalent field-related experience
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.
Compensation
At Guideline, we believe compensation should be fair and equitable. We take a data-driven approach to set our compensation bands; the successful candidate’s starting pay will be determined based on job-related skills, experience, qualifications, and work location. These pay zones may be modified in the future.
Please speak with a recruiter for additional information regarding our tier locations.
- Metro+:
The base salary for this position is $75,000 annually. - Metro:
The base salary for this position is $70,000 annually. - National:
The base salary for this position is $70,000 annually.
In addition to base salary, this position is eligible to participate in a sales incentive program and equity in the form of Incentive Stock Options (ISOs). Incentive compensation is not guaranteed.
At Guideline, base salary is just one component of the overall Total Rewards package offered to employees. All employees are offered comprehensive benefits and perks to help support you and your family.
- Flexible time off in addition to company holidays — We observe the NYSE Holiday Calendar
- 401(k) with matching contributions — We use our own platform and match 100% of the first 3% contributed, and 50% of the next 2% (for a max employer contribution of 4%)
- 100% employer-paid healthcare, vision, and dental insurance for employees and 70% coverage for dependents
- Opt-out credit if all three plans are waived
- Health Savings Account and Flexible Spending Accounts
- Disability and life insurance options
- Mental health benefits, including therapy and coaching through Modern Health, for employees and their dependents
- Paid parental leave for birthing and non-birthing parents
- Sabbatical after 5 years of employment
- Annual learning and development stipend — We reimburse approved professional development expenses, up to $750 per employee per year.
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. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. Additionally, Guideline participates in the E-Verify program in certain locations, as required by law.
If you have a disability or special need that requires accommodation, please don’t be shy and contact us at [email protected].
Guideline is committed to protecting the privacy and security of the personal information of our applicants. Please refer to Guideline's Privacy Policy for information about our privacy and security practices.
#LI-Remote
Expected Salary Range
$70,000—$75,000 USD
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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