Sales Development Representative

*This vacancy is opened on our outsourcing project.

*PST Working Schedule

The client is an American company that has been offering digital billing services and payment solutions to the insurance industry since the 1950s, evolving from a family-built general agency to a leader in premium financing, software, and business process outsourcing for the property and casualty insurance sector.

The ideal candidate will possess demonstrated hands-on experience in the insurance, property and casualty or finance sectors, a strong work ethic, excellent communication skills, and a commitment to continuous professional development and mastery of their craft.

Position Purpose:

The Sales Development Representative seeks new opportunities for our sales team by contacting and developing relationships with potential clients. This position generates sales opportunities and contributes to company’s long-term business growth.Duties and Responsibilities:

• Utilize a consistent contact attempt process via phone and email to follow-up, nurture, and qualify leads.
• Prospect, educating, and qualifying leads to create sales-ready opportunities to hand over to Account Executives and Regional Vice Presidents.
• Develop and maintain daily plans (KPIs) to maximize phone time, including pre-call planning, adhering to territory hours, and customizing scripts and outreach cadences to market segments and prospect types.
• Work with Sales and Marketing to develop strategic contact lists and maintain quality contact data within the CRM and database.
• Report to the Manager of Business Development on (weekly/monthly/quarterly) lead generation results.
• Maintain industry and technology knowledge to ensure that you remain a trusted resource for prospects and customers and will successfully manage and overcome prospect objections.

The performance of SDR will be evaluated based on his/her effectiveness in meeting the following KPIs on an ongoing basis:

• Make 150 outbound calls per week (~30 in a daily basis)
• Send 150 emails per week (~30 in a daily basis)
• Set up 8 qualified meetings per month (~2 in a week basis)

Position requirements:

• Fluency in English (verbal and written)
• Minimum of 2 years’ proven work experience as a Sales Development Representative, Sales Account Executive or similar role.
• Previous preferred experience prospecting and calling on insurance agents, general agents and insurance carriers.
• Must be proficient with applications such as Microsoft Excel, Word, PowerPoint, and CRM applications like HubSpot or Salesforce.
• Knowledge and understanding of property and casualty industry.

Skills & Abilities:

• Proven sales ability with a successful track record of increasing sales
• Experience building and maintaining relationships with prospects, referral sources, and colleagues
• Demonstrates the ability to be self-motivated, independent worker
• Demonstrates the ability to establish and maintain effective customer relationships
• A BS/BA degree or higher
• Strong networking ability with business partners
• Ability to be proactive, innovative and creative in meeting customer and enterprise needs
• Ability to deliver dynamic presentations to business clients
• Some experience directly sourcing and prospecting new clients experience
• Knowledge and understanding of property and casualty industry
• Excellent interpersonal and communication skills

Education Requirements:

Desired Bachelor's degree (B.A./B.S.) from a four-year college or university

We're offering:

• Ability to work remotely (8 hrs shift, Monday to Friday, operation hours by PST)
• 10 working days of paid vacation per year
• 5 working days of absences for illness per year