Business Development Representative

A company is looking for a Business Development Representative.

Key Responsibilities

Conduct outbound outreach to company-provided leads and set appointments with advisors

Qualify leads based on pre-defined criteria and maintain accurate records in CRM

Collaborate with sales teams to optimize messaging and meet KPI targets

Required Qualifications

High School Diploma or equivalent

Preferred insurance license

Sales or customer experience preferred

1+ year in sales, customer service, call center, or outbound appointment setting preferred

Experience with CRM sales systems preferred