Sales Development Representative
CBIZ · Kansas City, MO, United States
About The Role
#LI-TL1 #LI-Hybrid
The Sales Development Representatives primary objective is to connect, profile, qualify and convert prospects to set-up revenue-producing associates to close sales. Reporting to the B&I Sales Development Manager, the role will pursue a high volume of outbound suspects, primarily sourced through partnerships with trade and industry groups. The role will have data-driven systems such as Salesforce, Pardot, ZoomInfo and other productivity tools at their disposal to succeed.
Essential Functions and Primary Duties
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Utilize effective call strategies emailing, and social selling techniques developed in collaboration with Marketing and Sales Management to secure sales-ready conversations.
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Search for potential customers, clients, or buyers in order to develop new business
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Research potential customers and determine the quality of the lead
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Evaluate and qualify needs
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Orchestrate sales discussions between producers and decision-makers
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Document findings in customer relationship management (CRM) software
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Maintain accurate and up-to-date records of prospective interactions and sales activities in the CRM system.
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Meet and exceed targets for lead qualification and conversion rates.
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Stay informed about industry trends, market conditions, and competitors to enhance inbound and outbound sales efforts.
Preferred Qualifications
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A bachelor’s degree in risk management insurance, Sales, Business, or a related field
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Strong drive to compete and succeed in a fast-paced sales environment
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Ability to make a high volume of phone calls while maintaining quality output
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Successful experience using marketing-driven data to convert prospects from brand awareness to meeting ready
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Demonstrated skill in overcoming objections and driving desired outcomes.
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Proficiency in using Customer Relationship Management (CRM) systems- Salesforce experience preferred
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Relentlessly curious mindset and a willingness to learn about Advisory Services
Minimum Qualifications
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High School Diploma or GED required
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At least 1 year of sales and customer service experience
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Advanced verbal and written communication skills
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Advanced organizational and time management skills
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Advanced research skills
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High attention to detail
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Self-Motivated
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Goal Oriented
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