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B2B Sales Development Representative Manager (Team Leader) (2018-6856)

Camas, WA, United States


Job Description


Join our leadership team and help take the 401(k) Solutions department to the next level!


Our 401(k) clients have varying needs which are often underserved. This makes knowledge a critical component of our entire department’s success. The more we know about our prospects the more we can strategize how we can help them. As the Sales Development Representative Team Lead you will be responsible for staffing, training, coaching, inspiring and developing a team responsible for gathering prospect knowledge and up-funnel, soft prospecting. This is a new team where the goals and objectives change frequently, requiring adaptability to keep your team coordinated and informed.


Your Sales Development Representative team is responsible for making outbound calls to business owners/executives to:

  • Gather valuable 401(k) plan intelligence
  • Uncover sales opportunities – Set Discovery call appointments for Business Development Team
  • Improve our potential client database

The Day-to-Day:

  • Leading from the front – make and coach live calls
  • Building and maintaining appropriate headcount. Full-time and part-time
  • Working well in a collaborative and innovative environment
  • Helping build new processes and refine established ones
  • Gaining an understanding of business and compensation modeling
  • Implementing Human Capital development strategies
  • Creating and running programs and contests to drive your team’s performance


  • Demonstrated leadership abilities
  • Experience hitting production goals and key metrics on a consistent basis
  • A history of proactively approaching problem solving and team building
  • Series 65 license a plus, although the Sales Development Representative Team Leader will not provide any advice or recommendations on investments
  • Strong preference for those with prior management experience, previous B2B experience, and sales experience

This new position has quickly become an important part of our prospecting and data gathering efforts – all focused on short/long term growth in managed 401(k) AUM. As the Sales Development Representative Team Leader you will be challenged and stretched to develop your own skills and leadership abilities. Your success will require you to create what’s next for your team and lead your team and the department from the front. 


Why Fisher Investments:

Fisher Investments is a different kind of investment firm. We don’t come from Wall Street, nor do we believe we fit in with most of the finance industry, and we’re proud of that. We work for a bigger purpose: bettering the investment universe. From unmatched service to innovative perspectives on investing, it’s the people that make the Fisher purpose possible. After all, it’s our people that enable us to offer the level of service that we do. And we invest in them accordingly, offering exceptional benefits like:

  • 100% coverage of premiums for health, vision and dental insurance
  • A 50% 401(k) match, up to the IRS maximum
  • 20 days of PTO*, plus 9 paid holidays
  • And much, much more 

We also provide a cumulative, continuous learning and development framework customized for every employee. This emphasis on personal and professional growth has yielded an award-winning work environment; we’re Great Place to Work Certified, and The Oregonian named us as a 2017 Top Workplace with the best benefits!


But in the end, it’s not the perks that keep people here. They stay because they believe in our mission of service—our employees want to make a difference in an industry that can do better.


* California employees accrue up to 17 days of PTO and 3 days of sick time per year.






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