Sales Development Representative

The Sales Development Representative will focus on acquiring new clients and will also play a pivotal role in cross-sell, upsell, and retention campaigns. Warm and cold call new business prospects and set sales appointments for the team. Consultative selling through education of customers via inbound and outbound calls. This may be accomplished by establishing strong broker, agency, and /or producer relationships through frequent contact, clear knowledge of company strategy and product and industry knowledge. 

How You Will Contribute:  

• Identify and qualify potential leads through research, networking, and outbound activities. 

• Work closely with the Sales Enablement team to align on targeted outreach campaigns and strategies.

• Engage with prospects through various channels (email, phone, social media) to understand their needs, challenges, and how our solutions can address them.

• Collaborate with partners to co-create marketing initiatives, events, and referral programs to expand the customer base.  

• Nurture relationships with potential clients, providing them with relevant content, product updates, and solutions that address their business needs.

• Collaborate with the customer success team to ensure smooth transitions and consistent value delivery to clients.

• Regularly update CRM systems with accurate customer and prospect information.

• Analyze sales data and metrics to improve strategies and forecast future sales trends.

• Support sales strategies and coordinate activities, such as visits to insurance broker offices, meetings, and networking events. 

• Stay updated with the latest industry trends, competitor offerings, and product developments. 

• Attend workshops, webinars, and training sessions to continuously hone sales and growth marketing skills.

Licenses and Certifications:  

• Willingness to obtain Insurance Producer license within 90 days of employment

• Insurance Producer license in good standing (Preferred) 

Skills & Experience to Be Successful: 

• Minimum education – Bachelor’s degree  

• 1+ years of experience in a sales or growth marketing role, preferably in a B2B setting 

• Proven track record of meeting or exceeding sales targets. 

• Proficient knowledge in Microsoft Windows environment, including but not limited to Word, Excel, Power Point, and Publisher. Able to create, edit, and merge letters, spreadsheets, labels, etc. 

• Experience with CRM systems, marketing automation tools, and sales enablement technology 

• Exceptional telephone demeanor 

• Ability to maintain a high level of confidentiality 

• Strong communication and interpersonal skills, with the ability to build genuine relationships 

• Passionate about growth, with an understanding of cross-selling, upselling, and retention strategies.