Dynamics Sales Development Representative

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Job Description

Purpose: Support the sales team in identifying qualified leads through inbound and outbound activities across Employee Benefits and Property & Casualty Insurance market.

Essential Duties and Functions:

• Support strategic and senior producers on inbound and outbound efforts and strategies in Employee Benefits / Property & Casualty Insurance market.

• Effectively research, conduct needs analysis, and set appointments with qualified leads through phone calls, emails, and other methods.

• Collaborate with sales team to identify prospective clients existing insurance program through various technology; propose additional comprehensive solutions to satisfy business objectives.

• Facilitate sales calls and provide producer with lead information.

• Accurately enter, update, and maintain prospect information in CRM systems.

• Leverage database tools for lead generation.

• Follow agency guidelines, policies and procedures; including professional development and continuing education required for valid licensing.

• Participate in department meetings, industry conferences, and networking events when necessary.

Competencies:

• Resilience- Steps up to tackle tough assignments.

• Drives Results - Consistently achieve results through problem solving.

• Instills Trust- Gains the confidence & trust of others through honesty, integrity & authenticity.

• An outgoing personality with grit and tenacity.

Required:

• 2-3+ years progressive experience in Microsoft Dynamics.

• Proficiency working with Microsoft Office products.

Preferred:

• Willingness to obtain Insurance Licenses within first year of employment.

• Preference to those with proven business development success through effective use of core sales tools: LinkedIn, ZoomInfo, miEdge, Insurance Xdate, Vidyard, and other relevant systems

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We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.