Sales Development Representative (AgencyZoom)
About The Position
The insurance industry runs on Vertafore. We equip agencies, MGAs, and carriers with the core digital systems, specialized AI, and data-driven foundation to eliminate distribution drag across the insurance lifecycle, spanning sales, servicing, and back-office operations. Underpinned by unmatched speed and performance power, we are the trusted backbone that’s taking the insurance industry from friction to flow with Distribution Velocity – speed, performance, and trust - to drive growth at scale. With over 95% of the top agencies and insurers and 50% of industry compliance transactions running through Vertafore, we lead at the intersection of innovation and trust, giving insurance professionals the confidence to transform and win in the AI era. Our reach is global, with headquarters in Denver, Colorado, and offices across the U.S., Canada, and India.
Requirements
- SDR's are the first point of contact for the sales team.
- Tasked with speaking to accounts believed to be interested in our services and reaching out to agencies that do not know of us to pique their interest in our software solutions.
- Possess a working understanding of Salesforce.com and other key sales technologies used for Sales Development and Opportunity creation.
- Demonstrate knowledge of Vertafore, our software, and internal processes to prepare for promotion to one of our sales teams.
Responsibilities
- Drive bookings and recurring revenue growth by generating, qualifying, and developing sales pipeline.
- Plan and execute daily and weekly required activities to generate sales opportunities for Vertafore.
- Gather information surrounding agency challenges to narrow in on the correct software match.
- Discover the key players in the buying process as well as when and how they need our assistance.
- Execute the Vertafore Lead & Opportunity Management process for building sales pipeline.
- Collaborate with Marketing & Product teams to execute campaigns that ensure lead quality and quantity with proper closed-loop metric reporting.
- Regularly perform against individual monthly and/or quarterly targets: pipeline, conversion rates, and stage “Zero” Opportunities which may consist of meetings, appointments virtually, demos, or follow-up calls assigned to quota carrying sales reps in Vertafore.
- Collaborate with internal sales operations stakeholders on reporting and analysis.
- Ensure CRM tools and Vertafore value-selling methodologies are leveraged to process and track opportunities.
- Other duties as assigned
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
