Sales Development Representative | Human Capital Management

CBIZNashville, TN
$23 - $25Hybrid

About The Position

The Sales Development Representative's primary objective is to connect, profile, qualify, and convert prospects to set up revenue-producing associates to close sales. Reporting to the B&I Sales Development Manager, the role will pursue a high volume of outbound suspects, primarily sourced through partnerships with trade and industry groups. The role will have data-driven systems such as Salesforce, Pardot, ZoomInfo, and other productivity tools at their disposal to succeed.

Requirements

  • High School Diploma or GED required
  • At least 1 year of sales and customer service experience
  • Advanced verbal and written communication skills
  • Advanced organizational and time management skills
  • Advanced research skills
  • High attention to detail
  • Self-Motivated
  • Goal Oriented

Nice To Haves

  • A bachelor’s degree in risk management insurance, Sales, Business, or a related field
  • Strong drive to compete and succeed in a fast-paced sales environment
  • Ability to make a high volume of phone calls while maintaining quality output
  • Successful experience using marketing-driven data to convert prospects from brand awareness to meeting ready
  • Demonstrated skill in overcoming objections and driving desired outcomes.
  • Proficiency in using Customer Relationship Management (CRM) systems- Salesforce experience preferred
  • Relentlessly curious mindset and a willingness to learn about Advisory Services

Responsibilities

  • Utilize effective call strategies, emailing, and social selling techniques developed in collaboration with Marketing and Sales Management to secure sales-ready conversations.
  • Search for potential customers, clients, or buyers in order to develop new business.
  • Research potential customers and determine the quality of the lead.
  • Evaluate and qualify needs.
  • Orchestrate sales discussions between producers and decision-makers.
  • Document findings in customer relationship management (CRM) software.
  • Maintain accurate and up-to-date records of prospective interactions and sales activities in the CRM system.
  • Meet and exceed targets for lead qualification and conversion rates.
  • Stay informed about industry trends, market conditions, and competitors to enhance inbound and outbound sales efforts.
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