Sales Development Representative II

Position Purpose

The Sales Development Representative supports the sales team by seeking new opportunities for the team by contacting and developing relationships with potential clients. This position is responsible for generating sales opportunities and contributes to our long-term business growth.

Duties and Responsibilities

• Utilize a consistent contact attempt process via phone and email to follow-up nurture and qualify leads.
• Prospect educating and qualifying leads to create sales-ready opportunities to hand over to Account Executives and Regional Vice Presidents.
• Maintain industry and technology knowledge to ensure that you remain a trusted resource for prospects and customers and will successfully manage and overcome prospect objections.
• Develop and maintain daily plans to maximize phone time including pre-call planning adhering to territory hours and customizing scripts and outreach cadences to market segments and prospect types.
• Work with Sales and Marketing to develop strategic contact lists and maintain quality contact data within the CRM and database.
• Report to the Manager of Business Development on (weekly/monthly/quarterly) lead generation results
• The ideal candidate would be someone with a strong work ethic effective communicator and a desire to perfect their craft.
• All other duties as assigned

Performance

The performance of the SDR will be evaluated based on their effectiveness in meeting the following KPIs on an ongoing basis:

• Weekly Correspondence: Ensure that at least 150 outbound calls and 150 emails are made per week 100% adherence to this timeline.
• Meeting Prospects: Ability to set up a minimum of 8 qualified meetings per month.
• Alignment with Core Values: Demonstrate the organizations core valuesIntegrity Respect Flexibility Self-Evaluation Knowledge and Compassionin all interactions. These values form the foundation of our culture.

Qualifications

To be successful in this role you should have previous experience developing leads from marketing campaigns strategic lists and meeting quotas. You will use your communication skills to cultivate strong relationships with potential clients from first contact until hand-off to Business Development Officers.

Education and Experience/Knowledge Requirements

• A bachelors degree (BS or BA) or higher from a four-year college or university.
• 0 2 years of related experience.
• Some proven work experience as a Sales Development Representative Sales Account Executive or similar role.
• Preferred experience prospecting and calling on insurance agents general agents and insurance carriers.
• Must be proficient with applications such as Microsoft Excel Word PowerPoint and CRM applications like HubSpot or Salesforce.
• Experience in direct sourcing and prospecting new clients a plus.
• Knowledge and understanding of property and casualty industry.

Competencies

Leadership and Teamwork

• Building Relationships: Proven experience of building and maintaining relationships with prospects referral sources and colleagues.

Communication Skills

• Verbal Skills: Ability to deliver dynamic and exciting presentations to business clients ensuring that the information is understood and comprehended.
• Interpersonal Skills: Excellent interpersonal and communication skills.

Customer Focus

• Customer Satisfaction: Strong ability to be proactive innovative and creative in meeting customer and enterprise needs.
• Sales: Proven track record of successfully increasing sales.
• Sourcing New Clients: Some level of experience directly sourcing and prospecting new clients experience.
• Networking: Strong and confident networking ability with business partners.
• Customer Relationships: Shows promising ability to establish and maintain effective customer relationships.

Comprehension and Retention

• Knowledge and Understanding: Knowledge and understanding of property and casualty industry.

Self-Motivation

• Self-Motivation and Independence: Demonstrates strong ability to be a self-motivated independent worker that can work effectively with minimal supervision.