Sales Development Representative

Pay Range: $70,000 On Target Earnings

We are seeking highly motivated Sales Development Representatives (SDR) interested in kick starting their career in insurance software sales. SDR’s are the first point of contact for the sales team – an important first impression. You will be tasked both with speaking to accounts we have reason to believe are interested in our services and reaching out to agencies that do not know of us to pique their interest in our software solutions.

The primary responsibility of the position is to drive bookings and recurring revenue growth by generating, qualifying, and developing sales pipeline. The SDR is a vital link between Marketing and Sales, and the SDR must be able to plan and execute daily and weekly, required activities to generate sales opportunities for Vertafore. This role has knowledge of the organization’s products/services, and can partner with Marketing to execute campaigns, programs, and closed‑loop business & sales development activities.

The SDR also works closely with Marketing, Operations & Sales Management.

During your discussions you will gather information surrounding agency challenges such that you can narrow in on the correct software match. Additionally, you will work to discover the key players in the buying process as well as when and how they need our assistance. SDR generated leads are routed to all segments and territories to be followed up on and closed by the proper sales representative.

As a SDR, you will be asked to demonstrate knowledge of Vertafore, our software, and internal processes to prepare you for promotion to one of our sales teams.

• Execute the Vertafore Lead & Opportunity Management process for building sales pipeline.
• Possess a working understanding of  and other key sales technologies used for Sales Development and Opportunity creation.
• Collaborate with Marketing & Product teams to execute campaigns that ensure lead quality and quantity with proper closed‑loop metric reporting.
• Regularly perform against individual monthly and/or quarterly targets: pipeline, conversion rates, and stage “Zero” Opportunities which may consist of meetings, appointments virtually, demos, or follow‑up calls assigned to quota carrying sales reps in Vertafore.
• Collaborate with internal sales operations stakeholders on reporting and analysis.
• Ensure CRM tools and Vertafore value‑selling methodologies are leveraged to process and track opportunities.

Vertafore is a Flexible First working environment which allows team members to work from home as often as you’d like, while using our offices as a place for collaboration, community, and teambuilding. There are times you may be asked to come into an office and/or travel for specific meetings for a specific business purpose and this varies by job responsibilities.