Inside Sales Representative, Medical and Business Products and Services

Role Overview

• Proactively contact current and prospective members by phone and email to promote and sell business and medical-surgical products and services.
• Build and maintain strong relationships quickly, establishing trust and rapport with members and stakeholders.
• Manage follow-up communication to keep leads engaged and progressing through the sales funnel.
• Support members through onboarding, including guidance on the affiliation process.
• Identify sales opportunities and help drive conversions to meet monthly and quarterly sales targets.
• Follow the sales process from lead generation through close, leveraging CRM tools, reports, and dashboards.
• Proactively search for new business opportunities, by cross selling, engaging prospects, generating leads, and developing opportunities to expand revenue.
• Drive sales development initiatives, converting prospects into customers and contributing to pipeline growth.
• Maintain detailed and accurate records of calls, emails, and interactions in CRM systems.
• Analyze sales data and dashboards to identify trends, opportunities, and performance gaps.
• Provide regular reporting on activities and outcomes (calls made, leads generated, conversions achieved).
• Leverage data to inform sales strategy, prioritize high-value opportunities, and track performance against goals.
• Collaborate with business partners to align on prospect engagement and sales strategies.
• Perform additional sales-related duties and projects as assigned.
• Work closely with cross-functional teams to coordinate efforts, share insights, and optimize sales initiatives.

Requirements

• Bachelor’s degree required.
• Entry level 0-2 years of relevant experience in sales development roles (SDR)
• Working knowledge of sales concepts, sales processes and practices.
• Able to develop and maintain relationships with ease and effectiveness.
• Ability to handle routine issues independently and refer more complex matters to senior staff.
• Ability to uncover sales opportunities, engage prospects, and convert leads into measurable results.
• Excels at prospecting, cold outreach, and developing new client relationships to expand market share.

Benefits

• Comprehensive medical, dental, vision and prescription plans with FSA/HSA options individual and family options
• Teledoc access
• Fitness Reimbursement
• Commuter Benefit Plan
• Access to an Employee Assistance Program (EAP)
• Paid Time Off
• Your birthday is a day off and a floating holiday
• Paid Parental Leave
• 401K with a match
• Employee Stock Purchase Plan
• Life Insurance, short-term & long-term disability insurance
• Access to financial and legal advisors
• Tuition Reimbursement
• E-learning programs
• Ongoing Team Trainings
• Paid volunteer time-off
• Donation matching