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Job Profile Summary
The Business Development Representative (BDR) is responsible for driving top-of-funnel activity by identifying, engaging, and qualifying potential customers across North America. Working remotely, this role supports both the Corporate and Market-Based Re-Engagement sales teams by setting qualified appointments using company-paid or company-assisted lead sources. This is a role committed to building a pipeline for a high-impact sales organization.

JOB RESPONSIBILITIES

Complete a comprehensive onboarding program that requires successfully completing coursework, passing assessments, and demonstrating the appropriate skills to begin fulfilling the following responsibilities:Conduct outbound outreach (calls, emails, and texts when appropriate) to company-provided leads.Quality leads based on pre-defined criteria for re-engagement or market-based sales appointments.Set and confirm appointments with Re-Engagement and Market-Based Advisors.Leverage CRM, outreach programs, and technology to manage lead status, appointment activity, and follow-ups.Collaborate with their Sales Managers and regional leadership to optimize messaging and campaign strategy.Meet or exceed daily, weekly, and monthly KPI targets for outreach and appointments set.Maintain accurate, up-to-date records in CRM.Seek out a manager’s coaching to improve sales cycle, techniques, proficiency, and product knowledgeComplete annual certification on critical skills as deemed necessary for success.

KEY SUCCESS METRICS

Activity Volume (calls, emails, texts)Qualified Appointments Set (weekly/monthly)Conversion Rate to Appointment (hold rate%)Feedback from field sales teams

MINIMUM REQUIREMENTS

Education

High School Diploma or equivalent

Licenses

Insurance license preferred, but not required

Experience

Sales or Customer experience preferredPrevious experience with Customer Relationship Management (CRM) sales systems preferred1+ year in sales, customer service, call center, or outbound appointment setting preferred.

Knowledge, Skills, and Abilities

High-energy, outbound-focusedSelf-starter motivated by goalsStrong verbal and written communication skills.Proficient computer skills including the MS Office suiteProficient computer skills with CRM and Social Networking Apps preferredBilingual, knowledge of another language preferredProfessional attire is required when meeting with clients or representing the companyProfessional, coachable, and goal-orientedAble to work flexible hours, including evenings and weekends

WORK CONDITIONS

Work EnvironmentWork indoors during all seasons and weather conditionsComply with the Corporate dress code policyReliable internet accessWork PosturesSitting continuously for many hours per day, up to 6 hours per dayPhysical DemandsPhysical effort requiring manual dexterity is required, includes paperwork, calculators, computers and phone usageWork HoursWorking beyond “standard” hours as the need arises

Postal Code: 77019

Category (Portal Searching): Sales

Job Location: US-TX - Houston