What are the responsibilities and job description for the Demo Sales Rep (Software) -- Swivel position at Swivel CRM?
Demo Sales Rep (Software) — Swivel
Location: Remote / Hybrid
Compensation: $50,000 – $60,000 base performance incentives
Type: Full-Time
⚡ This is not an easy job.
If you want comfortable, predictable, and low-pressure — this isn’t for you.
If you want to sharpen your skills, outwork your peers, and become elite in sales — keep reading.
About Swivel
Swivel is building software that helps businesses move faster, sell smarter, and operate cleaner. We’re growing — fast — and need sharp, hungry people who can translate product into revenue.
The Role: Demo Sales Rep
Your job is simple (but not easy):
Generate pipeline, book meetings, run killer demos, and help close deals.
You’ll own the front half of the sales cycle — from first touch to qualified opportunity — and play a key role in turning interest into revenue.
What You’ll Do
- Lead Generation: Prospect daily through outbound channels (calls, email, social)
- Appointment Setting: Book qualified meetings on your calendars
- Product Demos: Deliver engaging, high-converting demos
- Objection Handling: Think fast and control the conversation in real-time
- ⚡ Pipeline Ownership: Keep deals moving — no stalls, no excuses
- Performance Tracking: Know your numbers and improve every week
What We’re Looking For
- Relentless work ethic — you don’t wait to be told
- Coachable but competitive
- Strong communicator — clear, confident, persuasive
- Comfortable being uncomfortable (this is a pressure role)
- Sales experience is a plus, but drive matters more
- Technologically curious
What Makes This Role Hard
- High volume outreach — calls, follow-ups, and rejection daily
- Constant feedback and performance accountability
- You’ll hear “no” a lot — and keep going anyway
- Performance is visible — no hiding
What You Get
- $50K–$60K base salary
- Performance-based upside
- Real sales training
- A team that pushes you to level up
Why This Role
This is where you come to:
- Build real outbound demo sales skills
- Develop confidence under pressure
- Separate yourself from average
Final Note
If you’re looking for a “job,” skip this.
If you’re looking for a career accelerator, apply.
Apply now and prove you can handle it.
What we do -
Swivel creates a great quality of life for financial professionals and their clients by personalizing the client experience at scale. As the world’s most flexible financial services CRM, Swivel automates tasks and custom workflows so FMOs, IMOs, agents and advisors can work smarter, not harder. From insurance and annuities to medicare and wealth management, Swivel does it all. Now financial professionals can manage, track, nurture, and see all their clients’ assets, policies, and statements in one place. Our concierge service sets up the system to personalize each step in the customer journey. Also, clients see all their balances with one login. With Swivel, account information is always accurate, aggregated and updated, making reviews and audits automatic.
Our origin story -
Adaptation As Inspiration
Growing up, Matt Walker, Swivel's co-founder and CEO, loved watching chameleons adapt to different environments. Chameleons are famous for changing their skin color from black, blue, brown, green, and light blue to orange, pink, red, turquoise, and yellow. Incredibly efficient creatures, they can see up to 32 feet in front of them, and their infamous tongues can go from 0 to 60 miles per hour in just one-hundredth of a second to snag unsuspecting insects.
Matt wanted a system that worked the way he did - seamlessly across products and clients.
As an entrepreneurial financial professional, Matt leveraged the idea of adaptation to build a diversified business that brought different parts of the financial services industry under one roof. Having multiple revenue streams was good for business and good for clients who wanted to work with one partner to adapt their portfolios to changing circumstances. From selling insurance to providing wealth management services, Matt did it all. The challenge was financial CRMs didn't. They either focused on wealth management or insurance (not both), and general-purpose CRMs didn't work the way Matt did.
In addition to streamlining client communications, Matt wanted analytics and data to make better decisions, but he found it difficult to compile a complete picture without seeing all his clients' policies and account balances in one place. CRMs fell short, and Excel spreadsheets did too. Matt and his team had very inefficient processes because they were trying to adapt their workflows to fit preset software rules and workflows instead of the other way around. Matt wanted a system that worked the way he did – seamlessly across products and clients.
Looking into what it would take to create a flexible CRM system for multi-faceted financial firms, Matt quickly found that developing software isn't cheap. It would take millions of dollars to make a customizable financial services CRM. Realizing the average advisor can't afford to spend that kind of money creating software that works the way they want, Matt decided to build it for them (and himself).
Salary : $50,000 - $60,000