Why Guideline

Guideline was founded in 2015 by CEO Kevin Busque, when he noticed that young employees weren’t participating in his company’s 401(k) due to dated systems and high fees.

A modern, easy to use, and affordable provider didn’t exist, so Kevin and the founders built Guideline with the mission of helping everyone arrive at a secure retirement.

We’re now one of the fastest growing retirement companies (5th largest in the US), with more than 350 employees, 50,000+ businesses, and $15B+ invested on our platform. As we continue to expand, we’re looking for driven individuals to join our growing team.

Your impact on Guideline’s mission

As a Sales Development Representative (SDR), you will be our clients' first interaction with our Sales Team. You'll be responsible for educating and qualifying prospects who have different degrees of interest. If qualified, you will introduce the prospects to our Account Executives (AEs).

Some more details:

You’ll engage inbound leads (both new and old), qualify prospects, and book demos for AEs through personalized calls and emails, all while maintaining our SLA
You’ll monitor and update activity and lead information in Salesforce.
Our sales tools include Salesforce, Outreach, Gong, and Talkdesk

Work Schedule: Team members based in FL, MA, MD, ME, NC, and TX (except El Paso/Hudspeth Counties), will work Monday thru Friday from 9am to 5pm ET.

Those based in CO, UT, WA and El Paso/Hudspeth Counties (TX) will work Monday thru Friday from 9am to 5pm PT.

What you’ll gain

SDRs are typically promoted to AE roles within 12-18 months of consistent performance. Over 75% of our AEs came from our SDR team.

In this role, you’ll have access to:

Weekly coaching with your Sales Lead in 1on1s
Weekly team meetings to collaborate and share learnings
Quarterly reviews of your professional development goals and metrics
Quarterly Sales Kickoffs to hear from our leaders and peers

The first 6 months:

In month 1, you’ll meet our teams and soak up as much product and industry knowledge as possible while you complete your onboarding program
In months 2-4, you’ll start your responsibilities as an SDR, making calls, generating new opportunities, and responding to inbound leads
By months 4-6, you’ll have a good understanding of our product and customers, be comfortable overcoming common objections, and consistently hit your daily metrics

Who’s a good fit

You have a minimum 1 year of professional working experience, and if that includes experience in a business development or sales role, even better
You’re driven - Self motivated to hit daily targets and hungry for growth
You’re adaptable - Excited by change & development
You’re collaborative - Team first mindset
You have exemplary verbal and written communication skills
You’re highly organized with strong attention to detail

**Who’s not a fit**

If you’re looking to pass the time, we suggest avoiding this role. We pride ourselves on promoting internally and prepping our SDRs for their next step as an Account Executive, so we’re looking for people interested in a sales career.

If you’re uncomfortable making phone calls or talking on the phone, or if you’re uncomfortable with change, this might not be a good fit.

Offer Package

This is a salary-only position for $65,000, annually.

Additional benefits:

Potential for performance based cash incentives throughout the year
Flexible vacation policy
Company equity
401(k) with matching contributions
100% paid employee insurance coverage
Annual learning and development stipend
Parental leave
Sabbatical after 5 years of employment

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.

Employment open to residents of CO, FL, ME, MD, MA, NC, TX, UT and WA. 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

$65,000 - $65,000 USD

Sales Development Representative (Inbound)