Position Overview

The SDR plays a key role in managing and overseeing the lead conversion process. You will act as a bridge between the marketing and sales teams, qualifying and converting leads to support growth objectives.

About Us Our client is a forward-thinking organization dedicated to simplifying self-funding for brokers and employers by designing innovative health plans that enhance benefits while effectively reducing risk. Their mission is to empower businesses with smarter, more sustainable healthcare solutions.

Our Client's Big Idea Revolutionize health benefits for small to midsize businesses with a turnkey solution that delivers the advantages of large corporate plans. Through the power of group purchasing and innovative strategies, they empower employers to reinvent their health plansoffering better benefits, reducing risk, and creating smarter, more sustainable healthcare solutions for their teams.

Core Values

• Be Virtuous: Act with integrity, honesty, and ethical principles in all interactions, ensuring trust and respect are foundational to actions.
• Be a Problem Solver: Approach challenges with a solution-oriented mindset, leveraging creativity and critical thinking to overcome obstacles efficiently.
• Be Accountable: Take responsibility for actions and decisions, upholding commitments and maintaining transparency with colleagues and clients.
• Do Whatever It Takes: Demonstrate unwavering dedication and perseverance, going above and beyond to achieve goals and deliver exceptional results.

What It's Like to Work Here Our client thrives on an unwavering passion for success, continuous improvement, and driving meaningful change. Every day is an opportunity to challenge the status quo and push boundaries. Their team is filled with individuals who are hungry for success and dedicated to achieving greatness. Heres what you can expect:

• A culture that celebrates ambition and a relentless drive for excellence.
• A high-energy, fast-paced environment where every team members contribution plays a vital role in collective success.
• Opportunities to stretch your skills, grow your knowledge, and be part of something larger than yourself, all while constantly improving.
• The satisfaction of knowing your work impacts real-world change and transforms the future of healthcare.

Key Responsibilities

• Handle both outbound and inbound customer calls.
• Set appointments between brokerages and the sales team.
• Promote products and services, including upcoming webinars.
• Deliver high-quality customer service by understanding and addressing brokerage needs.
• Develop and maintain customer relationships while qualifying leads.

Key Qualities We Are Looking For

• Strong communication skills in English (C1 level minimum).
• A proactive approach with the ability to adapt to rapid changes and ambiguity.
• Goal-oriented with a focus on driving results.
• A customer-centric mindset with the ability to identify and address client needs.
• Collaborative and a team player, capable of working with both marketing and sales teams.

Core Efficiencies

This role requires strengths in:

• Lead qualification and conversion.
• Client relationship management.
• Time management and the ability to work autonomously.
• Knowledge of CRM systems, particularly Zoho CRM.
• Strong sales acumen with an understanding of customer needs and objections.

Objectives

• Successfully convert leads into qualified opportunities for the sales team.
• Set a consistent number of appointments each week.
• Deliver engaging presentations of services and webinars to potential clients.
• Maintain accurate and up-to-date client profiles in the CRM system.
• Demonstrate high-quality customer service by addressing brokerage needs and concerns.
• Meet or exceed individual lead conversion and appointment-setting targets.
• Develop an in-depth understanding of the US insurance industry to engage in meaningful conversations with potential clients.

What Success Looks Like in the First 90 Days

• Successfully set appointments for the sales team with qualified brokerages.
• Demonstrate proficiency in using Zoho CRM to track leads and interactions.
• Develop strong relationships with clients and begin to convert leads into opportunities.

Education and Experience

• At least 2 years of experience in a similar SDR role.
• Proven success in client engagement and lead conversion.
• Experience with CRM systems, preferably Zoho CRM.

Salary and Compensation The client offers a competitive salary, along with individual and company performance bonuses. The compensation structure is designed to reflect that increased responsibility, results, and leadership drive higher pay within the organization.

Commitment to Diversity Our client is an equal opportunity employer. They celebrate diversity and are committed to creating an inclusive environment for all team members.

Ready to Make an Impact? Apply now to join their team and be part of a journey that makes a difference. To speed up your process, complete your pre-screening assessment on their candidate portal. Once that's done, feel free to send a message or email!

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