Sales Development Representative

Human Interest

. Identify and research potential small business customers through cold calling, email outreach, social media, and networking events .

Posted 9/23/2026full-timeLindon • Utah • United StatesMid-LevelSenior💰 $21 - $22 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in lead generation and qualification, utilizing CRM software to manage and prioritize sales activities. Possesses strong communication and interpersonal skills to effectively engage with small business customers and articulate value propositions.

Highest-signal resume keywords

Lead GenerationCRM Software ManagementSalesforce.com ExperienceB2B Sales ExperienceFinancial Services Knowledge

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Lead QualificationSales TechniquesProduct KnowledgeEmail OutreachCold Calling

Soft Skills

Excellent Communication SkillsInterpersonal SkillsSelf-MotivatedResults-DrivenGrowth Mindset

Tools & Technologies

Salesforce.comOutreachCRM Software

Industry Keywords

B2B EnvironmentFintechSaaS401(k)Payroll

Tech Stack

Tools & technologies

SFDC

About the role

Key responsibilities & impact

Identify and research potential small business customers through cold calling, email outreach, social media, and networking events
Engage prospects to understand business needs, challenges, and goals
Qualify leads using predetermined criteria to ensure alignment with the target market
Articulate the value proposition of Human Interest’s modern 401(k) solution
Manage and prioritize a high volume of leads using CRM software
Track lead interactions, update lead status, and ensure timely follow-up through the sales funnel
Hand off qualified leads to the sales team with comprehensive information
Share tribal knowledge with peers and collaborate with marketing, growth, and revenue teams
Stay updated on industry trends, competitor offerings, and market dynamics
Refine sales techniques and product knowledge

Requirements

What you’ll need

Proven experience in sales, business development, or customer-facing roles, preferably in a B2B environment
Excellent verbal and written communication skills
Ability to articulate complex concepts clearly and persuasively
Strong interpersonal skills and ability to build rapport with diverse audiences
Growth mindset and desire to develop a career in sales
Self-motivated, results-driven, and able to thrive in a fast-paced, target-driven environment
Passion for small businesses and desire to help them succeed
Experience using Salesforce.com, Outreach, and/or other CRM software
Prior Financial Services, Fintech, and/or SaaS experience
1+ year of experience in a corporate environment (nice to have)
Previous 401(k), Payroll, or HCM experience (nice to have)

Benefits

Comp & perks

Variable target of $30,000
Robust suite of physical, financial and mental wellness benefits
401(k) plan with dollar-for-dollar employer match up to 4% of compensation, immediately vested, with $0 plan fees
Health, dental, and vision insurance
Competitive time off and parental leave
Unlimited access to Addition Wealth digital tools, financial professionals, and knowledge center
Lyra enhanced mental health support for employees and dependents
Carrot fertility healthcare and family-forming benefits
Candidly student loan resources
Monthly work-from-home stipend
Quarterly lifestyle stipend
Team-building experiences, virtual social events, and team offsites