Sales Development Representative

Responsibilities

• 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.

• 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.
• 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.