Agency Sales Development Representative

🕒 vor 4 Monaten

🗣️🇺🇸🇬🇧 Englisch erforderlich

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Logo of First Connect Insurance Services

First Connect Insurance Services

11 - 50 Mitarbeiter

Gegründet 2014

💳 Fintech

☁️ SaaS

Insurance • Fintech • SaaS

First Connect Insurance Services ist eine Insurtech-Plattform, die entwickelt wurde, um unabhängige Versicherungsagenten beim Wachstum ihrer Agenturen zu unterstützen. Sie bietet schnellen Zugang zu über 130 Versicherungsanbietern in verschiedenen Versicherungsarten, darunter Hausrat-, Kfz-, Gewerbe- und Lebensversicherung. Die Plattform verfügt über benutzerfreundliche Tools wie ein Vergleichsratemodul für Angebote, Echtzeit-Marktanalysen und nahtlose Onboarding-Prozesse, die es Agenten ermöglichen, ihre Abläufe zu optimieren und ihre Geschäftsergebnisse ohne hohe Kosten zu verbessern.

Beschreibung

• Manage a high-velocity pipeline of outbound leads with a strong focus on daily activity and consistent follow-up • Execute high-volume outreach across phone, email, and other channels to engage and qualify prospects • Maintain accurate, organized, and up-to-date CRM records including notes, tasks, and next steps • Proactively source and pursue new agency opportunities • Own the full sales cycle from first touch to close and activation • Confidently overcome objections and navigate buying concerns • Consistently meet and exceed activity, conversion, and revenue targets • Identify prospect pain points and position First Connect’s value propositions as the solution • Lead discovery, demo, and closing conversations tailored to each agency’s needs • Execute an effective and repeatable sales process to convert leads into activated FC Agencies with short sales cycles • Follow defined sales processes while also contributing to continuous improvement • Maintain strong calendar management, follow-up discipline, and internal communication • Analyze what’s working and what’s not in your pipeline, messaging, and approach — and adjust tactics accordingly • Share insights and feedback to improve messaging, positioning, and conversion rates • Remain flexible and proactive as priorities and strategies evolve

🎯 Anforderungen

• 3+ years of experience in sales, business development, or account management (preferably in insurance, SaaS, fintech, or a related field) • Comfort working in a high-volume, high-activity sales environment • Strong consultative selling and closing skills • High level of self-motivation, accountability, and ownership • Excellent organizational and time management skills • Strong written and verbal communication skills • Comfort working with CRM systems and sales tools • A growth mindset and desire to continuously improve

🏖️ Vorteile

• Multiple medical plans to choose from and 100% employer-covered dental; vision plans for our team members and their families • A 401(k) retirement plan, short- and long-term disability, employer-paid life insurance, Flexible Spending Accounts (FSA) for health and dependent care, and an Employee Assistance Program (EAP) • Work-From-Home Stipend — Employer-provided WFH equipment and an $85 monthly expense stipend to ensure you’re set up for success • Equity — This position is eligible for equity compensation • Training and Career Growth — Training and internal career growth opportunities • Flexible Time Off — You know when and how you should recharge

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