The Sales Development Manager will lead a team of 10-12 SDRs, monitoring daily activity, providing coaching on products and scripts, and ensuring adherence to quarterly goals for meetings kept. This role involves managing lead qualification quality, overseeing team metrics like calls and demos set, and collaborating with Sales Leaders on prospecting plans.

The SDR will be responsible for driving top-of-funnel pipeline by owning outbound prospecting activities such as cold calls, emails, and LinkedIn outreach to generate qualified meetings for Account Executives. Responsibilities also include researching and targeting provider groups and maintaining disciplined CRM hygiene.

The Sales Advisor will be responsible for developing and nurturing client relationships through effective communication and presenting engaging, informative product overviews tailored to client needs. This role involves conducting virtual consultations, guiding warm leads through the sales process, and meeting individual and team sales targets.

The Sales Advisor will be responsible for developing and nurturing client relationships by presenting informative product overviews and conducting virtual consultations highlighting financial solutions. They must guide warm leads through the sales process, meet sales targets, and maintain detailed records of interactions.