Job Description

Location: West Jordan, Utah, conveniently located less than 5 minutes from I-15, at the intersection of Redwood Road and 9000 South.

Company: The Investors Edge is seeking a dedicated individual for a full-time, long-term career position that fosters personal and professional growth.

Income Potential:

Low Performer: $63K
On Target Earnings: $164K
Top Performer: $227K

Benefits:

We offer a comprehensive benefits package, including a healthcare stipend, life insurance, vision, and dental coverage. Telemedicine and tele-mental health services are fully covered for individuals and families. Our 401K plan includes a 4% match, and we provide a flexible PTO policy to accommodate your personal needs.

Why Work With Us:

At The Investors Edge, your contributions truly matter. With 20 years of experience, we’ve been recognized as a Top Workplace by the Salt Lake Tribune and featured on the Inc 5000 list twice. Our mission focuses on innovation and personal excellence, helping individuals achieve financial freedom. You’ll have the chance to shape your career path without traditional board constraints. Our collaborative team is passionate and respectful, dedicated to providing ethical solutions in the investment landscape.

Work Environment:

We promote a healthy work-life balance with one remote workday each week. Our office features amenities like a massage chair, gym, sauna, and showers. Enjoy a fully equipped kitchen with an oven, stove, and a Coke Freestyle machine. Our adjustable desks allow you to work comfortably, and our relaxed dress code means no suits or ties. Plus, you’ll have reserved parking right by the employee entrance.

Your Role:

As the Senior Sales Development Representative, your main focus will be closing deals and boosting revenue. You’ll handle pre-set appointments, understand client needs, present options, and close deals. Your innovative strategies will drive revenue, and building rapport while demonstrating your expertise is key. Ensuring a positive experience for each client is essential as you guide them to success with our solutions.

Key Responsibilities:

Achieve and exceed sales targets and desired outcomes.
Engage in strong phone sales to connect with clients effectively.
Manage your sales funnel, implementing strategies to address key friction points and improve conversion rates.
Present our solutions to interested clients with clarity and confidence.
Follow up after presentations to address any questions and advance the sales process.
Collaborate with clients to develop financial success plans that promote long-term achievement.
Evaluate client needs and financial status through effective discovery processes.
Work alongside the marketing team to ensure alignment with market messaging and outreach strategies.
Build compelling value propositions to empower clients to take action.
Contribute innovative ideas to enhance overall success rates.
Demonstrate market intelligence and enthusiasm in all interactions.

Measurable Accountabilities:

Revenue production and growth metrics.
Prospecting warm leads to expand client base.
Qualifying and scheduling appointments.
Reporting, forecasting, and managing CRM data.
Delivering impactful sales presentations.
Setting clear client expectations while maintaining integrity to prevent returns.
Ensuring a positive client experience, as reflected in our Net Promoter Score (NPS).

Key Competencies:
To excel in this role, candidates will need to demonstrate the following behaviors: