Business Development Representative

Job Summary

A company is looking for a Business Development Representative to drive top-of-funnel activity by identifying, engaging, and qualifying potential customers across North America.

Key Responsibilities

• Conduct outbound outreach to company-provided leads
• Qualify leads based on pre-defined criteria and set appointments with advisors
• Leverage CRM and technology to manage lead status and maintain accurate records

Required Qualifications, Training, and Education

• High School Diploma or equivalent
• Insurance license preferred, but not required
• 1+ year in sales, customer service, call center, or outbound appointment setting preferred
• Previous experience with Customer Relationship Management (CRM) sales systems preferred
• High-energy, self-starter motivated by goals