Sales Development Representative

Who We Are

At Legacy Farmer, we are committed to helping Farmers Master their Finances and Build a Great Business that will thrive for multiple generations in the future. Our work matters here, and we will do whatever is required to accomplish our mission of helping the great people in this industry.

What We Offer:

Healthcare: Health Stipend Program

Retirement: 401(k) participation

Time Off: Flexible Time Off plus Paid Company Holidays

Remote Work Support: Up to $500 annual home office and wellness reimbursement

About the Role

The Sales Development Representative plays a critical role in the growth of our organization. The ideal candidate is customer-service oriented individual with a positive attitude, who loves helping others and guiding them to the right place.

The Sales Development Representative manages new customer inquiries, connecting with prospects, and coordinating appointments for our Enrollment Team. This position focuses on quick follow-up with info requests, qualifying leads, scheduling discovery calls, and confirming appointments to ensure a seamless experience for potential clients.

Responsibilities

As Sales Development Representative your primary responsibilities will include:

Lead Qualification

• Engage inbound leads promptly, assess fit, and determine readiness before routing to the closing team.

Pipeline Handoff

• Maintain clean, accurate CRM records and ensure every qualified prospect is handed off to a closer with full context and momentum.

Rapport Building

• Use constructive communication skills to build trust quickly, disarm hesitation, and prime prospects for the next step in the process.

Cross-Team Collaboration

• Work closely with closers and the marketing team to relay lead quality insights and common early-stage objections to continuously improve the front end of our funnel.

Experience and Qualifications

Required:

• Proven experience in customer service, sales support, or appointment scheduling (experience in enrollment/sales environments preferred).
• Excellent phone communication and interpersonal skills.
• Highly organized, detail-oriented, and able to manage multiple tasks simultaneously.
• Self-motivated with a proactive approach to lead management and follow-up.
• Comfortable using CRM software and other communication tools.
• Ability to handle objections and guide prospects toward scheduled appointments without being pushy.
• A strong team player who thrives in a fast-paced, results-driven environment.

Key Performance Indicators (KPIs):

• Speed to lead (time to first contact after opt-in)
• Number of discovery calls booked per week
• Show-up rate for scheduled appointments
• Overall lead conversion to discovery call ratio

Compensation

• $17.31/Hour + Commission

A 2-minute video introducing yourself and explaining why you’re a great fit for this role will be required to be considered for this role.

We participate in

E-Verify.