We are seeking a results-driven **Sales Development Representative (SDR)** to join our growing team. This role focuses on generating new business opportunities with small-to-midsize employers across the U.S. by promoting our **employee benefits and insurance brokerage solutions**. You will be responsible for prospecting, qualifying, and scheduling appointments for our senior sales team to close.
If you are skilled at connecting with decision-makers, asking insightful questions, and sparking interest in complex B2B solutions, this role is for you.
* **Prospecting & Outreach**
* Identify and research target businesses in assigned territories or verticals.
* Contact decision-makers (business owners, HR leaders, CFOs) via phone, email, LinkedIn, and other channels.
* Tailor outreach to highlight solutions that address employer pain points in benefits, HR, and compliance.
* **Lead Qualification**
* Engage prospects in discovery conversations to understand business size, current benefits offerings, and challenges.
* Qualify leads based on decision-making authority, budget, and timeline.
* Log all interactions in CRM and maintain accurate pipeline data.
* **Appointment Setting**
* Schedule qualified meetings for our Senior Advisors/Brokers.
* Coordinate and confirm meeting details to ensure high attendance rates.
* Provide Advisors with detailed notes on prospect needs and potential solutions.
* **Market Intelligence**
* Stay informed on industry trends, competitor offerings, and compliance changes in employee benefits.
* Relay prospect feedback to help shape marketing campaigns and outreach strategies.
* 1–3 years of experience or more in **B2B sales, lead generation, or sales development**, ideally in insurance, employee benefits, HR tech, or related fields.
* Strong phone presence and excellent communication skills (verbal and written).
* Comfort discussing high-level business challenges with executives.
* Proven ability to meet or exceed activity and appointment goals.
* Familiarity with CRM systems (e.g., HubSpot, Salesforce) and prospecting tools (e.g., ZoomInfo, LinkedIn Sales Navigator).
* Self-motivated, organized, and capable of working independently in a fast-paced environment.
* Understanding of **employee benefits**, insurance brokerage, or HR/PEO services.
* Experience selling to HR leaders, CFOs, or business owners.
* Knowledge of compliance considerations in employee benefits and payroll.
* Number of qualified meetings scheduled.
* Conversion rates from lead to opportunity.
* Pipeline growth and CRM accuracy.
* Contribution to overall revenue goals.
Strong English speaking skills are required. Must be confident and quick at replies.
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