Sales Development Representative

WeShare Health; Orange (CA); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Competitive Hourly + Bonus

Health, Dental, Vision benefits

403(b) with company match

Job summary

WeShare Health is seeking a dynamic Sales Development Representative to expand customer bases and generate qualified sales opportunities. Located in Orange, CA, you will engage prospective individuals and families, paving the way for the Account Executive team.

We offer a competitive pay structure with bonuses, health benefits, and a collaborative work culture. The ideal candidate should have at least 6 months of experience in customer service or sales, with excellent communication skills and a passion for learning.

Qualifications

• 6+ months of customer service, sales, or sales development experience.
• Proven ability to meet or exceed sales goals.
• Strong interpersonal communication skills.

Responsibilities

• Engage prospective individuals and families to qualify prospects.
• Maintain records of calls and follow-up information.
• Meet projection targets for performance.

Skills

Customer service

Sales development

CRM software expertise

Communication skills

Education

Bachelor's degree or equivalent experience

Tools

CRM or sales enablement software

Job description

About This Role

Are you a dynamic and ambitious Sales Development Representative with a passion for expanding customer bases and generating qualified sales opportunities? If so, we want you on board to help UHSM revolutionize the healthcare industry. As part of our team, you will have the opportunity to take ownership of engaging prospective individuals and families, paving the way for our Account Executive team to close deals. Join us in our mission to provide customizable healthcare solutions that help individuals and businesses reduce costs, protect their assets, manage risks, and achieve financial success. This role is a full‑time, on‑site position in Orange, CA.

Key Responsibilities

• Learn & become an expert on UHSM’s product offerings.
• Leverage opportunities to learn the market and business.
• Contact leads via phone, auto‑dialer, email, and/or web chat to qualify prospects and promote UHSM product offerings and services.
• Answer inbound direct calls from prospective new members to pre‑qualify and provide opportunities for the Account Executive team.
• Work with team members to meet conversion, acquisition, and revenue goals.
• Maintain detailed records of outgoing and ingoing calls as well as follow‑up information and outcomes.
• Meet or exceed projected weekly and monthly performance targets.
• Intercept and respond to customer complaints or concerns with products and seek to resolve the problem while adhering to company policy.
• Accurately document the customer's personal information including phone number, address, and other order information.
• Persuasively engage the customer in conversation to explain how UHSM products and/or services will add value to their lives and meet their needs.
• Ask relevant leading questions to understand the customer's needs.
• Follow prepared scripts to provide accurate and compliant information.
• Contribute to overall team success – relay any information that may be of value to the team such as best practices, market sentiment, competitive pressures, etc.

Required Qualifications

• 6+ months of customer service, sales, or sales development experience OR a recent graduate from a bachelor’s degree program.
• 6+ months of experience with CRM or sales enablement software.
• Able to work in our Orange, CA office location.

Preferred Qualifications

• Healthcare sales experience.
• Strong critical thinking and problem‑solving ability.
• Able to accept constructive criticism and continually improve sales techniques.
• Creativity, curiosity, and desire to find “the third alternative” when faced with a challenge.
• Excellent interpersonal oral and written communication skills.
• Avid learner – our company is always evolving, and your knowledge must evolve too!
• Proven experience in achieving or exceeding sales goals.

What we offer

• Competitive Hourly+ Bonus
• Health, Dental, Vision, and 403(b) with company match.
• Great culture where you work with the founders and key stakeholders in a relaxed, but innovative atmosphere.

UHSM is an Equal Opportunity Employer. Our business is fast‑paced and will continue to evolve. As such, the duties and responsibilities of this role may be changed as directed by the Company at any time to promote and support our business needs. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, protected veteran status, or any other basis protected by applicable law and will not be discriminated against on the basis of disability.