Pan-American Life Insurance Group (PALIG) is seeking a Sales Development Representative to generate qualified leads and schedule appointments with key stakeholders in targeted markets. This includes engaging retail brokers to promote and support Fixed Indemnity Plans (FIP) and Gap insurance products, as well as identifying and connecting with employers in Service Contract Act (SCA) industries and other strategic sectors to introduce and position FIP offerings. The role requires strong communication skills, market insight, and a proactive approach to lead generation and relationship building.
This role will be based in our Oak Brook, IL. office and will be required to be in-office full time for an initial training period. Once training is completed, a hybrid work arrangement will be considered.
ESSENTIAL FUNCTIONS:
Manage Outbound Call Campaigns to Drive Engagement:
- Initiate outbound calls to retail insurance brokers and HR departments of target industries.
- Conduct 60–80 outbound calls per day to engage with clients, prospects, or stakeholders, ensuring consistent outreach and communication goals are met
- Schedule introductory meetings for senior sales reps or account managers
- Maintain the scheduling of 10–15 appointments/week
Conduct Lead Qualification and Prioritization:
- Identify and qualify prospects based on company size, industry, and employee demographics
- Achieve a lead conversion rate of 20% – 30% through effective communication, follow-up strategies, and relationship-building techniques.
Maintain and Update Customer Relationship Management (CRM) System:
- Log all interactions in SF, update lead statuses, and track follow-ups
- Maintain CRM data accuracy at 95% or higher by consistently updating and verifying client records, ensuring reliable and actionable information.
- Ensure follow-up responses are completed within 24 hours or less to maintain timely communication and support customer satisfaction.
Conduct Market Research to Identify Industry Trends and Customer Needs:
- Identify new prospects and gather intelligence on industry trends
and competitors. - Assist Marketing in coordinating outbound campaigns to build engagement with qualified leads.
Collaboration: Work closely with sales, marketing and product teams to align strategies and support distributor success
Sales Support: Assist in preparing presentations, proposals, and contracts for distributors and clients
KEY REQUIREMENTS & SKILLS:
- Bachelor’s degree in business, Marketing, Finance, or related field or four years of relevant sales/business development experience in lieu of degree
- 2 years of experience in sales, business development, or group benefit sales is preferred
- Accident & Health Insurance License preferred
- Excellent communication skills; presents ideas effectively to an individual or group, formally or informally.
- Attention to detail
- Proficient computer Skills in Word, Excel, PowerPoint and basic computer functions
- Proactive attitude and willing to take initiative
- Service oriented
- Problem solving
- Customer Service
What We Offer:
- Competitive compensation package (base salary & incentive compensation) Target base salary of $60,000 with an incentive compensation ranging from $10K to $15K.
- Comprehensive benefits including medical, dental, 401(k), paid time off, and tuition reimbursement
- Medical and dental coverage available starting the first of the month following 30 days of service
- Hybrid work opportunities
About Us:
Pan-American Life Insurance Group (PALIG) serves the life, accident, and health insurance needs of individuals and businesses across 49 U.S. states, the District of Columbia, Puerto Rico, and the U.S. Virgin Islands through its U.S.-based member companies—Pan-American Life Insurance Company and Pan-American Assurance Company.
At PALIG, our employees are our greatest asset. We value collaboration, trust, and the confidence of our policyholders. Our long-standing commitment to excellence continues to drive our success.
Pan-American Life is an Equal Opportunity Employer and a Drug-Free Workplace.
What We Do
Since 1911, Pan-American Life has been dedicated to being the first-choice partner for top rated life, accident and health insurance and employee benefits for local and multi-national companies, as well as individuals seeking trusted financial security. Guided by the success and strength of its over 110-year history, PALIG has established a track record as one of the most financially sound insurance companies. The company’s heritage manifests a longstanding dedication to providing customers with innovative products and services to secure their future. PALIG employs more than 1,650 worldwide and provides top-rated life, accident and health insurance, employee benefits and financial services in 49 states, the District of Columbia (DC), Puerto Rico, and the U.S. Virgin Islands. The Group’s member companies offer individual and/or group life, accident and health insurance throughout the Americas in the United States, Latin America and the Caribbean. The Group has branches and affiliates in Costa Rica, Colombia, Ecuador, El Salvador, Guatemala, Honduras, Mexico, Panama, and 13 Caribbean markets, including Barbados, the Cayman Islands, Curacao and Trinidad and Tobago. To learn more about Pan - American Life Insurance Group, visit palig.com and to join our team, visit https://www.palig.com/about-palig/careers
