Sales Development Representative (Not Posted)
Responsible for identifying and contacting potential customers and qualifying them.
Conduct SDR marketing, creating campaigns including email newsletters, and social media posts that generate leads.
Effectively communicate the value of a product or service.
Schedule quality meetings for Sales Executives with prospects/qualified leads.
Develop account plans with SEs, targeting specific territories and implementing strategies to create new contacts.
Work closely with marketing and sales representatives to proactively determine the best leads for specific products or services.
Plan campaigns with marketing support to increase the effectiveness of prospecting, including tracking whether the prospect receives the marketing attempt and determining the level of interest.
Being able to disqualify and qualify inbound leads – really know the inbound leads needs are, how to funnel correctly, including to the SE; determine the area of needs – where the leads will qualify, if they are not the correct contact now, continue nurturing and keeping connected to find needs for opportunities later on.
Represent the ReSource Pros products and services, using comprehensive knowledge and consumer research to explain how our solutions meet prospective clients’ needs.
Appointment scheduling, follow up on any qualified leads; plan with SE for follow up, pre-schedule meeting and follow up cadence.
Proactively locate accounts not currently in Salesforce through research, cold calling, and prospecting.
Technologically savvy and continually learning new technology to utilize programs and platforms effectively.
Utilize tools including software and platforms to record data and move leads through a pipeline.
Data management and use of tools, advanced functions and analytics for effective outreach and discovery reporting.
Monitor cadence effectively and effectively use the technology to be efficient in outreach, scheduling and developing.
Actively participates in all ReSource Pro’s sales, product and services training and development programs and fully engages any other department-level training programs.
Collaborate with SEs to ensure sufficient pipeline for sales targets and learn from SEs to enhance the effectiveness of the role.
Contributes to a team effort by working collaboratively within Business Development as well as other departments including Marketing.
Cross collaborate to gain insights from marketing, product, and sales executives.
About ReSource Pro:
Focused exclusively on the insurance industry, ReSource Pro is a trusted strategic operations partner to insurance organizations seeking to increase their productivity and profitability. With a global team of more than 10,000 employees, ReSource Pro operates at the critical intersection of people, process, technology, and data to serve more than 1,800 clients across the carrier, broker, and MGA segments – consistently earning a +96% client retention rate for over a decade. It offers expert advisory services, proven business process management optimization and transformative data and technology solutions. For the 15th time since 2009, it was recognized in 2024 by Inc. 5000 as one of the fastest growing companies in the US.
Equal Employment Opportunity Policy
ReSource Pro provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.