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Sales Development Representative
2 months ago
We are seeking a highly motivated and results-driven Sales Development Representative to join our team at Western Financial Group. As a Sales Development Representative, you will be responsible for driving new business and sales growth through pipeline management, lead qualification, and client acquisition.
Key Responsibilities- Utilize internal databases to identify and prioritize leads for sales qualifying calls.
- Conduct approximately 100 sales qualifying calls per day to assess client eligibility for various programs.
- Collect and document client information to ensure a smooth transition to the sales process.
- Provide regular status updates to leadership on wins, challenges, and opportunities for growth.
- Navigate multiple insurance partner online portals to complete customer applications.
- Meet and exceed sales and retention targets.
- Collaborate with insurance company Underwriters to ensure evolving guidelines are met.
- Liaise between clients and external insurance partners to ensure fair representation.
- Sales experience is an asset.
- Strong customer service experience, preferably over the phone.
- Excellent communication and interpersonal skills.
- Excellent note-taking and documentation skills.
- A passion to help people protect what is most valuable to them.
- A self-motivated and entrepreneurial mindset with unlimited earning potential.
We take pride in providing a competitive compensation package, including 3 weeks' vacation, 14 wellness days, company matching investment and savings programs, and 100% employer-paid group benefits.
We are committed to building a diverse, inclusive, and authentic workplace in the communities we work and live in. If you have questions or require accommodation, please reach out to us.
