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.

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.

Health Benefits : Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
Financial Benefits : ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
Mental Health & Wellness : Free Mental Health & Enhanced Advocacy Services
Beyond Benefits : Paid Time Off, Holidays, Preferred Partner Discounts and more.

Sales Development Representative

Key skills