North America Sales Business Development Rep; Part-Time

Our associates celebrate lives. We celebrate our associates.

The Business Development Representative (BDR) is responsible for driving top-of-funnel activity by identifying, engaging, and qualifying potential customers across North America. Working remotely, this role supports both the Corporate and Market-Based Re-Engagement sales teams by setting qualified appointments using company-paid or company-assisted lead sources. This is a role committed to building a pipeline for a high-impact sales organization.

• Complete a comprehensive onboarding program that requires successfully completing coursework, passing assessments, and demonstrating the appropriate skills to begin fulfilling the following responsibilities:

• Conduct outbound outreach (calls, emails, and texts when appropriate) to company-provided leads.

• Quality leads based on pre-defined criteria for re-engagement or market-based sales appointments.

• Set and confirm appointments with Re-Engagement and Market-Based Advisors.

• Leverage CRM, outreach programs, and technology to manage lead status, appointment activity, and follow-ups.

• Collaborate with their Sales Managers and regional leadership to optimize messaging and campaign strategy.

• Meet or exceed daily, weekly, and monthly KPI targets for outreach and appointments set.

• Maintain accurate, up-to-date records in CRM.

• Seek out a manager’s coaching to improve sales cycle, techniques, proficiency, and product knowledge

• Complete annual certification on critical skills as deemed necessary for success.

• Activity Volume (calls, emails, texts)

• Qualified Appointments Set (weekly/monthly)

• Conversion Rate to Appointment (hold rate%)

• Feedback from field sales teams

• High School Diploma or equivalent

• Insurance license preferred, but not required

• Sales or Customer experience preferred

• Previous experience with Customer Relationship Management (CRM) sales systems preferred

• 1+ year in sales, customer service, call center, or outbound appointment setting preferred.

• High-energy, outbound-focused

• Self-starter motivated by goals

• Strong verbal and written communication skills.

• Proficient computer skills including the MS Office suite

• Proficient computer skills with CRM and Social Networking Apps preferred

• Bilingual, knowledge of another language preferred

• Professional attire is required when meeting with clients or representing the company

• Professional, coachable, and goal-oriented

• Able to work flexible hours, including evenings and weekends

• Work indoors during all seasons and weather conditions

• Comply with the Corporate dress code policy

• Reliable internet access

• Sitting continuously for many hours per day, up to 6 hours per day

• Physical effort requiring manual dexterity is required, includes paperwork, calculators, computers and phone usage

• Working beyond “standard” hours as the need arises