Inside Sales Representative

Vertical Insure•Minneapolis, MN
•$70,000 - $90,000

About The Position

The Inside Sales Representative sells Vertical Insure policies directly to customers, building traction that supports the team’s work with software platforms and activating customers on partner platforms that have not yet enabled Vertical Insure. The role is coached weekly and measured on pipeline created and business closed. The representative closes new clients and activates existing ones through cold outbound prospecting, warm outreach to partner customers, inbound lead follow-up, discovery conversations, and closing. They tailor their approach to prospects’ familiarity with Vertical Insure, build and manage pipeline, and test outreach sequences, call scripts, and messaging with guidance from their manager and cross-functional partners. The role works closely with CDRs and AEs to coordinate target accounts, pipeline, handoffs, customer insights, and platform priorities. The representative develops knowledge of their assigned vertical and shares prospect feedback with Product, Marketing, and Partnerships. They maintain accurate CRM records, use sales engagement tools, and participate in weekly one-on-ones, call reviews, and deal coaching. Estimated travel is 10%, typically involving one to two regional or national trips per quarter for team meetings and client visits.

Requirements

  • At least 1 year of experience in B2B sales, SDR, BDR, or a similar outbound lead-generation role.
  • A record of meeting or exceeding targets for activity, pipeline, or closed business.
  • Clear, confident communication by phone, email, and video.
  • Comfort with high-volume cold calling and handling rejection.
  • Curiosity and persistence, including the ability to research accounts, find appropriate contacts, and sustain conversations.
  • Comfort with data, including tracking personal metrics and acting on them.
  • Hands-on experience with a CRM such as Salesforce or HubSpot and with sales engagement tools.
  • Openness to coaching and ability to apply feedback promptly.

Nice To Haves

  • Experience selling to software platforms, SaaS partners, or through embedded and partner channels.
  • Background in insurance, insurtech, or fintech.
  • Insurance producer licensing.
  • Experience selling into sports, fitness, events, travel, construction, property management, or education markets.
  • Ability to leverage AI.

Responsibilities

  • Close new clients and activate existing customers.
  • Conduct cold outbound prospecting to potential clients and warm outbound outreach to current customers of partners.
  • Build pipeline and book meetings by prospecting into target accounts through phone, email, LinkedIn, and other channels.
  • Respond promptly to inbound leads, qualify them, and book discovery meetings.
  • Run and test sales sequences, call scripts, and messaging with guidance from the manager, Marketing, and Sales Enablement.
  • Meet goals for activations and winning new business.
  • Run discovery conversations to confirm fit, need, timing, and decision-makers.
  • Handle early objections and keep prospects engaged through closing.
  • Keep the AE informed about landed customers, prospect feedback, and key contacts.
  • Coordinate with the CDR in the assigned vertical to review target accounts, pipeline, and next steps, and align with the AE on platform customers to target.
  • Follow team rules for handoffs, account ownership, and follow-up.
  • Learn the assigned vertical’s customers, competitors, buying cycle, and value story, and use that knowledge to tailor outreach and discovery.
  • Share prospect feedback with the manager so it can reach Product, Marketing, and Partnerships.
  • Log activities, lead statuses, and opportunities accurately and on time in HubSpot.
  • Use sequencing, dialer, and data tools to work efficiently and report results.
  • Participate in weekly one-on-ones, call reviews, and deal coaching, and apply feedback.
  • Travel an estimated 10%, typically one to two regional or national trips per quarter for team meetings and client visits.

Benefits

  • Health insurance
  • Dental insurance
  • Life insurance
  • Flexible PTO
  • 401(k)
  • Gym membership
  • Paid parental leave
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