The Role
Identify and qualify new customers, research and prioritize prospects, nurture leads through the sales cycle, schedule virtual meetings, present to prospects, track sales activity and metrics, collaborate cross-functionally, and optimize sales processes.
Summary Generated by Built In
Welcome to the role of Sales Development Representative! In this role at the Choate Agency, you will be an integral part of our sales team, helping to generate and nurture new sales leads. You will be responsible for developing relationships with potential clients, building brand awareness, and driving business growth. With your enthusiasm, creativity, and drive, you will help our team create a successful sales strategy. We look forward to your contributions and to working with you!
Job Responsibilities
• Identify and qualify potential new customers via exclusive lead system
• Research, prioritize, and reach out to new prospects
• Develop relationships with prospects and understand their needs
• Monitor and nurture leads through the sales cycle
• Schedule and attend virtual meetings with prospects
• Prepare and deliver presentations to prospects
• Track and report on sales activities and performance metrics
• Collaborate with other departments to ensure customer satisfaction
• Stay up to date on industry trends and best practices
• Develop and implement strategies to optimize sales performance
• Provide feedback and suggestions to improve sales processes and procedures.
Job Requirements
• Bachelor’s degree in business, marketing, or related field
• A minimum of 1 year of experience in sales, customer service, or related field
• Excellent communication and customer service skills
• Ability to think strategically and identify opportunities
• Strong organization, planning, and problem-solving skills
• Ability to work independently and handle multiple tasks
• Knowledge of sales processes and techniques
• Ability to understand customer needs and develop solutions
• Working knowledge of CRM systems and other sales tools
• Experience with cold calling and lead generation
About Choate:
Team Choate is a diverse group of people who have come together to reinvent and lead the future of insurance. We offer a rare mix of world-class product leadership and insurtech with a top-ranked culture, outstanding corporate support, and rapid customer traction combined with a vision big enough to change the world. Choate welcomes and celebrates individuals of all backgrounds.
Choate benefits include health, life, dental and vision. Current full time sales development representatives following our system typically earn $85,000 to $225,000 per year.
Employees can also take advantage of being able to work remotely, mentorship, coaching cohorts and online and or in-person training, as well as the top AI based technology for sales and team management. Parent Co Awarded Insuretech of the Year in 2024.
No agent’s success, earnings, or production results should be viewed as typical, average, or expected. Not all agents achieve the same or similar results, and there is never a guarantee of results. Your level of success will be determined by several factors, including the amount of work you put in, your ability to successfully follow and implement our training and sales system and engage with our lead system, and the insurance needs of the customers in the geographic areas in which you choose to work. Our Team is here to support you, but you should always do your own diligence before making any decision and verify you are able to do the core activities required in this position. Success is your responsibility.
Job Responsibilities
• Identify and qualify potential new customers via exclusive lead system
• Research, prioritize, and reach out to new prospects
• Develop relationships with prospects and understand their needs
• Monitor and nurture leads through the sales cycle
• Schedule and attend virtual meetings with prospects
• Prepare and deliver presentations to prospects
• Track and report on sales activities and performance metrics
• Collaborate with other departments to ensure customer satisfaction
• Stay up to date on industry trends and best practices
• Develop and implement strategies to optimize sales performance
• Provide feedback and suggestions to improve sales processes and procedures.
Job Requirements
• Bachelor’s degree in business, marketing, or related field
• A minimum of 1 year of experience in sales, customer service, or related field
• Excellent communication and customer service skills
• Ability to think strategically and identify opportunities
• Strong organization, planning, and problem-solving skills
• Ability to work independently and handle multiple tasks
• Knowledge of sales processes and techniques
• Ability to understand customer needs and develop solutions
• Working knowledge of CRM systems and other sales tools
• Experience with cold calling and lead generation
About Choate:
Team Choate is a diverse group of people who have come together to reinvent and lead the future of insurance. We offer a rare mix of world-class product leadership and insurtech with a top-ranked culture, outstanding corporate support, and rapid customer traction combined with a vision big enough to change the world. Choate welcomes and celebrates individuals of all backgrounds.
Choate benefits include health, life, dental and vision. Current full time sales development representatives following our system typically earn $85,000 to $225,000 per year.
Employees can also take advantage of being able to work remotely, mentorship, coaching cohorts and online and or in-person training, as well as the top AI based technology for sales and team management. Parent Co Awarded Insuretech of the Year in 2024.
No agent’s success, earnings, or production results should be viewed as typical, average, or expected. Not all agents achieve the same or similar results, and there is never a guarantee of results. Your level of success will be determined by several factors, including the amount of work you put in, your ability to successfully follow and implement our training and sales system and engage with our lead system, and the insurance needs of the customers in the geographic areas in which you choose to work. Our Team is here to support you, but you should always do your own diligence before making any decision and verify you are able to do the core activities required in this position. Success is your responsibility.
Skills Required
- Bachelor's degree in business, marketing, or related field
- Minimum of 1 year of experience in sales, customer service, or related field
- Excellent communication and customer service skills
- Ability to think strategically and identify opportunities
- Strong organization, planning, and problem-solving skills
- Ability to work independently and handle multiple tasks
- Knowledge of sales processes and techniques
- Working knowledge of CRM systems and other sales tools
- Experience with cold calling and lead generation
- Ability to understand customer needs and develop solutions
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The Company
What We Do
Strategic Advisory Group: CHOATE AG is a global strategy firm with a track record of helping companies achieve high-impact results by applying sophisticated analytics to devise solutions to complex issues, giving companies the answers they need to make critical decisions with greater clarity. CHOATE asks the right questions with the right information to assist the company in developing innovative strategies that create value. CHOATE Global Strategic Advisory focuses on BRIC (especially China), emerging markets, alternative and bioenergy markets, healthcare and niche companies and mangagment worldwide. Insurance Solutions Advisory Group dba Choate Agency: Choate is partnered with industry leader Symmetry Financial Group and related companies.
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