Marketing Representative
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AI Summary
The Business Development Representative is responsible for driving top-of-funnel activity by identifying and qualifying potential customers across North America. This involves conducting outbound outreach via calls, emails, and texts to set qualified appointments for sales advisors.
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The Business Development Representative (BDR) is responsible for driving top-of-funnel activity by identifying, engaging, and qualifying potential customers across North America. Working remotely, this role supports both the Corporate and Market-Based Re-Engagement sales teams by setting qualified appointments using company-paid or company-assisted lead sources. This is a role committed to building a pipeline for a high-impact sales organization.JOB RESPONSIBILITIES
- Complete a comprehensive onboarding program that requires successfully completing coursework, passing assessments, and demonstrating the appropriate skills to begin fulfilling the following responsibilities:
- Conduct outbound outreach (calls, emails, and texts when appropriate) to company-provided leads.
- Quality leads based on pre-defined criteria for re-engagement or market-based sales appointments.
- Set and confirm appointments with Re-Engagement and Market-Based Advisors.
- Leverage CRM, outreach programs, and technology to manage lead status, appointment activity, and follow-ups.
- Collaborate with their Sales Managers and regional leadership to optimize messaging and campaign strategy.
- Meet or exceed daily, weekly, and monthly KPI targets for outreach and appointments set.
- Maintain accurate, up-to-date records in CRM.
- Seek out a manager’s coaching to improve sales cycle, techniques, proficiency, and product knowledge
- Complete annual certification on critical skills as deemed necessary for success.
KEY SUCCESS METRICS
- Activity Volume (calls, emails, texts)
- Qualified Appointments Set (weekly/monthly)
- Conversion Rate to Appointment (hold rate%)
- Feedback from field sales teams
MINIMUM REQUIREMENTS
Education
- High School Diploma or equivalent
Licenses
- Insurance license preferred, but not required
Experience
- Sales or Customer experience preferred
- Previous experience with Customer Relationship Management (CRM) sales systems preferred
- 1+ year in sales, customer service, call center, or outbound appointment setting preferred.
Knowledge, Skills, and Abilities
- High-energy, outbound-focused
- Self-starter motivated by goals
- Strong verbal and written communication skills.
- Proficient computer skills including the MS Office suite
- Proficient computer skills with CRM and Social Networking Apps preferred
- Bilingual, knowledge of another language preferred
- Professional attire is required when meeting with clients or representing the company
- Professional, coachable, and goal-oriented
- Able to work flexible hours, including evenings and weekends
WORK CONDITIONS
Work Environment
- Work indoors during all seasons and weather conditions
- Comply with the Corporate dress code policy
- Reliable internet access
Work Postures
- Sitting continuously for many hours per day, up to 6 hours per day
Physical Demands
- Physical effort requiring manual dexterity is required, includes paperwork, calculators, computers and phone usage
Work Hours
- Working beyond “standard” hours as the need arises
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