Sales Development Representative

About the role

The Sales Development Representative will collaborate closely with Sales Executives (SEs) to ensure a steady pipeline of prospects for achieving sales targets. The role will utilize various technologies to identify and qualify leads with a strong emphasis on quality.

Responsibilities

• Identify and contact potential customers and qualify them.
• Conduct SDR marketing, creating campaigns including email newsletters and social media posts that generate leads.
• Effectively communicate the value of a product or service.
• Schedule quality meetings for Sales Executives with prospects and qualified leads.
• Develop account plans with SEs, targeting specific territories and implementing strategies to create new contacts.
• Work closely with marketing and sales representatives to proactively determine the best leads for specific products or services.
• Plan campaigns with marketing support to increase the effectiveness of prospecting, including tracking whether the prospect received the marketing attempt and gauging their level of interest.
• Qualify and disqualify inbound leads: understand the inbound lead's needs, funnel correctly (including to the Sales Executive), and determine fit. If a lead isn't the right contact now, keep the relationship warm for future opportunities.
• Represent ReSource Pro's products and services, using comprehensive knowledge and consumer research to explain how our solutions meet prospective clients' needs.
• Schedule appointments and follow up on qualified leads; plan with Sales Executives on meeting scheduling and follow-up cadence.
• Proactively locate accounts not currently in Salesforce through research, cold calling, and prospecting.
• Continually learn new technology to use programs and platforms effectively and apply that knowledge.
• Use tools including software and platforms to record data and move leads through a pipeline.
• Demonstrate data management and use of advanced functions and analytics for successful outreach and discovery reporting.
• Monitor cadence effectively and use technology efficiently for outreach, scheduling, and development.

Requirements

• 2–3 years of B2B experience in sales or business development (required).
• 1–2 years of insurance industry experience (preferred).
• Proven track record of exceeding lead targets.
• Bachelor's degree (4 years) in Business, Business Communications, Marketing, or a related field.
• Strong results-oriented mindset, with a proven track record of meeting or exceeding targets.
• Demonstrated proficiency with technology, including Salesforce, to manage customer contacts, reporting activities, and conversations efficiently.
• Excellent sales instinct and the ability to engage in high-level conversations with prospects and qualified leads.
• Proactive and self-driven.
• Strong planning, methodical organizational skills, and time management.
• Strong research skills to identify accounts, contacts, territories, and effective communication channels.
• Ability to work collaboratively within a competitive environment and contribute to team success.
• Ability to think strategically and learn from SEs to enhance the effectiveness of the role.
• Strong technological ability.

Skills

• Strong communication and interpersonal skills.
• Ability to work independently and as part of a team.
• Proficiency in CRM systems like Salesforce.
• Knowledge of B2B sales methodologies.
• Ability to analyze data and make informed decisions.

Benefits

• 100% paid employee health insurance available on day 1.
• Eligible for all medical, dental, and vision benefits on day 1.
• Internet stipend eligibility for remote positions.
• 401(k) with employer match, vested on day 1.
• HSA/FSA available.
• Employer-provided long-term and short-term disability.
• Generous PTO plan with paid holidays and floating holidays.
• Development and growth opportunities.
• Comprehensive wellness program and prioritization of employee health.