Sales Development Representative (AgencyZoom)
Vertafore · Columbus, OH · 3 wk ago
Hybrid$21.63/hrFull-time
We need to output HTML fragment with headings for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We have pay: "$21.63 / hour". So we need a Pay section with that. Schedule? Not mentioned. Benefits: there are benefits listed for US and Canada. So we can include Benefits section with those details. About the role: we have description of company and role. Responsibilities: list of duties. Requirements: maybe "Core Requirements And Responsibilities" but that's responsibilities. There's "Knowledge, Skills And Abilities" and "Qualifications". Also "Additional Requirements And Details". We need to map to sections: About the role (company overview + role purpose). Responsibilities (duties). Requirements (maybe core requirements? but we have separate sections for Knowledge, Skills, Abilities; Qualifications; Additional Requirements). We can combine into Requirements? But guidelines: prefer few substantive sections over many thin ones. We could have sections: About the role, Responsibilities, Qualifications, Skills, Benefits, Pay. Possibly also Requirements? But we have Qualifications and Knowledge, Skills And Abilities. Could merge Knowledge, Skills And Abilities into Skills section. Qualifications into Qualifications section. Additional Requirements And Details could go into Requirements? But we might just include a Requirements section for things like travel, remote, lifting, etc. Let's extract.
First, About the role: The paragraph about Vertafore and SDR role. We'll put that.
Responsibilities: list of duties from "Core Requirements And Responsibilities Essential job functions included but are not limited to the following:" then bullet list. Also earlier responsibilities: "The primary responsibility of the position is to drive bookings and recurring revenue growth by generating, qualifying, and developing sales pipeline." etc. We'll combine.
Qualifications: "Bachelor’s degree preferred 0-3 years' previous sales experience preferred Comfort with sales technology and CRM tools". Also maybe "Proven track record of achieving goals and/or quotas..." but that's skills.
Skills: "Knowledge, Skills And Abilities" list: Proven track record of achieving goals and/or quotas, or other similar objectives; Ability to be a team player and perform in a fast-paced, inside sales-oriented environment; Confidence to prospect and develop new sales leads; Excellent verbal, written and interpersonal communication skills.
Additional Requirements And Details: Travel required up to 10% of the time; Ability to work remote with a stable internet connection on an as needed basis; Located and working from an office location (when required); Occasional lifting and/or moving up to 10 pounds; Frequent repetitive hand and arm movements required to operate a computer; Specific vision abilities required by this job include close vision (working on a computer, etc.); Frequent sitting and/or standing.
Benefits: US and Canada benefits. We'll combine maybe separate US and Canada but we can list both.
Pay: "$21.63 / hour".
Schedule: not present, so omit.
We must not include boilerplate like EEO, legal, application instructions, etc. Remove duplicated lines.
We need to output only HTML fragment, no markdown fences.
Let's craft.
Structure:
for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We have pay: "$21.63 / hour". So we need a Pay section with that. Schedule? Not mentioned. Benefits: there are benefits listed for US and Canada. So we can include Benefits section with those details. About the role: we have description of company and role. Responsibilities: list of duties. Requirements: maybe "Core Requirements And Responsibilities" but that's responsibilities. There's "Knowledge, Skills And Abilities" and "Qualifications". Also "Additional Requirements And Details". We need to map to sections: About the role (company overview + role purpose). Responsibilities (duties). Requirements (maybe core requirements? but we have separate sections for Knowledge, Skills, Abilities; Qualifications; Additional Requirements). We can combine into Requirements? But guidelines: prefer few substantive sections over many thin ones. We could have sections: About the role, Responsibilities, Qualifications, Skills, Benefits, Pay. Possibly also Requirements? But we have Qualifications and Knowledge, Skills And Abilities. Could merge Knowledge, Skills And Abilities into Skills section. Qualifications into Qualifications section. Additional Requirements And Details could go into Requirements? But we might just include a Requirements section for things like travel, remote, lifting, etc. Let's extract.
First, About the role: The paragraph about Vertafore and SDR role. We'll put that.
Responsibilities: list of duties from "Core Requirements And Responsibilities Essential job functions included but are not limited to the following:" then bullet list. Also earlier responsibilities: "The primary responsibility of the position is to drive bookings and recurring revenue growth by generating, qualifying, and developing sales pipeline." etc. We'll combine.
Qualifications: "Bachelor’s degree preferred 0-3 years' previous sales experience preferred Comfort with sales technology and CRM tools". Also maybe "Proven track record of achieving goals and/or quotas..." but that's skills.
Skills: "Knowledge, Skills And Abilities" list: Proven track record of achieving goals and/or quotas, or other similar objectives; Ability to be a team player and perform in a fast-paced, inside sales-oriented environment; Confidence to prospect and develop new sales leads; Excellent verbal, written and interpersonal communication skills.
Additional Requirements And Details: Travel required up to 10% of the time; Ability to work remote with a stable internet connection on an as needed basis; Located and working from an office location (when required); Occasional lifting and/or moving up to 10 pounds; Frequent repetitive hand and arm movements required to operate a computer; Specific vision abilities required by this job include close vision (working on a computer, etc.); Frequent sitting and/or standing.
Benefits: US and Canada benefits. We'll combine maybe separate US and Canada but we can list both.
Pay: "$21.63 / hour".
Schedule: not present, so omit.
We must not include boilerplate like EEO, legal, application instructions, etc. Remove duplicated lines.
We need to output only HTML fragment, no markdown fences.
Let's craft.
Structure:
About the role
...
Responsibilities
- ... ...
Qualifications
- ... ...
Skills
- ... ...
Additional Requirements
- ... ...
Benefits
- ... ...
Pay
$21.63 / hour
Check for duplication: Ensure we don't repeat same content. Now extract content. About the role: Combine first paragraph(s) up to "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." Also maybe include "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." Also include "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". That seems responsibilities but okay. Let's craft About the role as company overview and role purpose: "The insurance industry runs on Vertafore. We equip agencies, MGAs, and carriers with the core digital systems, specialized AI, and data-driven foundation to eliminate distribution drag across the insurance lifecycle, spanning sales, servicing, and back-office operations. Underpinned by unmatched speed and performance power, we are the trusted backbone that’s taking the insurance industry from friction to flow with Distribution Velocity - speed, performance, and trust - to drive growth at scale. With over 95% of the top agencies and insurers and 50% of industry compliance transactions running through Vertafore, we lead at the intersection of innovation and trust, giving insurance professionals the confidence to transform and win in the AI era. Our reach is global, with headquarters in Denver, Colorado, and offices across the U.S., Canada, and India. SDR's are the first point of contact for the sales team. This position 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." That seems good. Responsibilities: list from "Core Requirements And Responsibilities Essential job functions included but are not limited to the following:" then bullet points: - Execute the Vertafore Lead & Opportunity Management process for building sales pipeline. - Possess a working understanding of Salesforce.com 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. - Other duties as assigned. Also earlier responsibilities: "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." and "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". Might be duplicate but we can include as responsibilities as well. But to avoid duplication, maybe we incorporate those into responsibilities bullet list. Let's add bullets: - Plan and execute daily and weekly activities to generate sales opportunities for Vertafore. - Gather information on agency challenges to identify the correct software match. - Identify key players in the buying process and determine when and how they need assistance. - Route SDR-generated leads to appropriate segments and territories for follow‑up and closure by sales representatives. - Demonstrate knowledge of Vertafore, its software, and internal processes to prepare for promotion to a sales team. But we must preserve all substantive information; not invent. The above are derived from text, okay. Qualifications: "Bachelor’s degree preferred 0-3 years' previous sales experience preferred Comfort with sales technology and CRM tools". Also maybe "Proven track record of achieving goals and/or quotas, or other similar objectives" is skills not qualifications. We'll keep qualifications as those three. Skills: list from Knowledge, Skills And Abilities: - Proven track record of achieving goals and/or quotas, or other similar objectives - Ability to be a team player and perform in a fast-paced, inside sales-oriented environment - Confidence to prospect and develop new sales leads - Excellent verbal, written and interpersonal communication skills Additional Requirements And Details: list: - Travel required up to 10% of the time - Ability to work remote with a stable internet connection on an as needed basis - Located and working from an office location (when required) - Occasional lifting and/or moving up to 10 pounds - Frequent repetitive hand and arm movements required to operate a computer - Specific vision abilities required by this job include close vision (working on a computer, etc.) - Frequent sitting and/or standing Benefits: We have US and Canada sections. Let's combine maybe separate subheadings? But we only havefor Benefits. We can include a
describing both US and Canada benefits, or a
- with items. Let's extract US benefits:
- Medical, vision & dental plans
- PPO & high-deductible options
- Health Savings Account & Flexible Spending Accounts Options: Health Care FSA, Dental & Vision FSA, Dependent Care FSA, Commuter FSA
- Life, AD&D (Basic & Supplemental), and Disability
- 401(k) Retirement Savings Plain & Employer Match
- Supplemental Plans - Pet insurance, Hospital Indemnity, and Accident Insurance
- Parental Leave & Adoption Assistance
- Employee Assistance Program (EAP)
- Education & Legal Assistance
- Additional programs - Tuition Reimbursement, Employee Referral, Internal Recognition, and Wellness
- Commuter Benefits (Denver)
Canada benefits:
- Medical, vision & dental plans
- Life, AD&D
- Short Term and Long Term Disability
- Pension Plan & Employer Match
- Maternity, Paternity and Parental Leave
- Employee and Family Assistance Program (EFAP)
- Education Assistance
- Additional programs - Employee Referral and Internal Recognition
We can combine into a Benefits
- with items, maybe label US/Canada but that's extra text not in original? Might be okay to keep as is but we should not invent. We could separate into two
- with headings? But we cannot add extra headings besides allowed ones. Could add US Benefits: inside
then list. That's okay as it's not a heading. We'll embed. We'll produce a
with description: "Benefits vary by location; see details below." Then a
- with items, but we need to avoid inventing. We'll just list all benefits as items, maybe prefix with (US) or (Canada) but that's adding info not present? The original text had separate headings "*Canada Only" and "*US Only". So we can preserve that by including those headings as inside
maybe. That's not inventing. We'll do:
Canada Only: Medical, vision & dental plans; Life, AD&D; Short Term and Long Term Disability; Pension Plan & Employer Match; Maternity, Paternity and Parental Leave; Employee and Family Assistance Program (EFAP); Education Assistance; Additional programs - Employee Referral and Internal Recognition.
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