• Develop and manage client accounts by providing tailored financial solutions that meet individual needs. • Conduct market analysis to identify trends and opportunities for clients. • Engage in inside sales activities, including calling warm lead potential clients to generate sales. • Utilize upselling techniques to enhance client portfolios and increase overall satisfaction. • Analyze financial data to provide informed recommendations and strategies for clients. • Maintain accurate records of client interactions and transactions within the CRM system. • Collaborate with team members to achieve sales targets and improve service delivery.

• Conduct in-depth research on enterprise organizations • Build a highly personalized, multi-threaded outreach strategy • Engage with decision-makers at all levels • Consistently meet and exceed quarterly KPIs • Actively share best practices and collaborate with peers

Role Description SalesRoads is a B2B lead generation and appointment-setting agency supporting clients across multiple industries. If you’re strong on the phone, comfortable with cold calls, and want stable hourly pay with uncapped commission, this role is built for you. In this role, you will make outbound phone calls to business decision-makers and set qualified appointments for our clients’ sales teams. This is an appointment-setting/lead-qualification role. It is not a customer service and not a full-cycle closing position. Work Location: This is a 100% remote W2 position. Candidates must have a quiet home workspace and reliable high-speed internet. What You’ll Do - Make outbound B2B phone calls to business contacts and decision-makers - Deliver a concise, value-based introduction and qualify interest - Set qualified appointments for client sales teams (you do not close deals) - Accurately document activity and outcomes in company systems - Participate in coaching, training, and call reviews to improve performance - Grow within clearly defined career paths based on performance and values Pay Structure - On-Target Earnings: $22.50 per hour - Base Pay: $17.00 per hour (W2) - Commission: Uncapped, paid per qualified appointment - Typical Full-Time Earnings: $40,000–$55,000 per year (actual earnings vary by individual performance; top performers often earn significantly more) - This is not a commission-only role. You earn a stable hourly base plus performance-based commission. How the Commission Works (Important) SalesRoads runs a range of outbound programs across industries, audiences, and call difficulty levels. We intentionally design every program so that, when goals are met, earning potential is the same regardless of program size or difficulty. - Some programs involve higher-volume outreach to easier-to-reach contacts. - Other programs focus on harder-to-reach executive-level decision-makers. - To keep compensation fair and consistent, each program is structured so that the on-target commission opportunity is $5.50 per hour when program goals are met. - Examples: - Higher-volume programs may pay a smaller commission per appointment, with higher hourly goals. - Executive-level programs may pay significantly more per appointment, with lower overall appointment targets. Qualifications - 1+ year of experience in outbound B2B calling, appointment setting, lead generation, or similar roles - Confident, professional phone presence - Comfortable with cold calling and objection handling - Coachable, consistent, and dependable - Strong time management and follow-through - Ability to work independently in a remote environment Requirements - Consistent daily call activity - Accurate documentation and follow-up - Improvement in call quality and appointment conversion - Meeting or exceeding program-specific appointment goals Benefits - Paid Time Off (PTO) - Year 1: 40 hours (full-time or part-time) - Year 2: 120 hours for full-time employees; 40 hours for part-time employees - Carry-over available per policy - Health coverage: Minimum Essential Coverage (MEC) - Dental and vision insurance - 401(k) retirement plan - Life insurance and additional voluntary life options - Accidental death and dismemberment insurance - Short-term and long-term disability coverage - Legal assistance benefits - Employee discounts and incentive programs

• Conduct high-volume outbound cold calling and email outreach • Manage inbound leads and convert them into qualified sales opportunities • Perform in-depth prospect research and account qualification • Set and manage sales appointments and product demos • Consistently meet or exceed monthly and quarterly pipeline targets • Maintain clean and accurate CRM data • Provide feedback on messaging, scripts, and prospecting strategies • Support onboarding and coaching of junior SDRs as needed