Business Development Representative

Job Summary

Driving top-of-funnel activity, the full-time remote Business Development Representative will identify, engage, and qualify potential customers across North America while setting appointments for the Corporate and Market-Based Re-Engagement sales teams.

Key responsibilities

• Conduct outbound outreach to company-provided leads through calls, emails, and texts
• Qualify leads based on pre-defined criteria and set appointments with Advisors
• Leverage CRM and outreach programs to manage lead status and appointment activity

Required qualifications

• High School Diploma or equivalent
• 1+ year of experience in sales, customer service, or outbound appointment setting preferred
• Previous experience with Customer Relationship Management (CRM) sales systems preferred
• Insurance license preferred, but not required
• Proficient computer skills, including MS Office and CRM applications