Sales Development Representative
Trellis
full-time
Posted on:
Location Type: Hybrid
Location: Charlotte • North Carolina • United States
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Salary
💰 $41,600 per year
About the role
- Understand the customer’s needs, validate their information, and prepare them for a licensed agent.
- Speak with inbound leads and confirm intent, budget, and timeline
- Validate and update customer information including household, vehicle, and property details
- Collect missing information required for quoting and underwriting
- Use internal tools to determine the appropriate next step for each lead
- Transfer qualified customers to licensed sales agents
Requirements
- Strong communicators who are motivated to build a career in sales
- Love talking to customers and building rapport quickly
- Competitive and motivated by performance and growth opportunities
- Thrive in fast-paced environments with high customer interaction
- Pay close attention to details and follow structured processes
- Comfortable working with multiple systems and tools
- Experience in sales, customer service, or high-volume customer interactions is helpful but not required.
Benefits
- Flexible vacation (yes, actually flexible)
- Health insurance starts day one
- Wellness programming, because balance matters
- 401(k) and HSA contributions, FSAs, bonuses & equity opportunities
- Paid parental leave
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
strong communicationcustomer rapport buildingcompetitivemotivatedperformance-drivenattention to detailstructured process adherenceability to thrive in fast-paced environments