Business Development Representative

Our associates celebrate lives. We celebrate our associates. The Business Development Representative (BDR) is responsible for driving top-of-funnel activity by identifying, engaging, and qualifying potential customers across North America. Working remotely, this role supports both the Corporate and Market-Based Re-Engagement sales teams by setting qualified appointments using company-paid or company-assisted lead sources. This is a role committed to building a pipeline for a high-impact sales organization. JOB RESPONSIBILITIES - Complete a comprehensive onboarding program that requires successfully completing coursework, passing assessments, and demonstrating the appropriate skills to begin fulfilling the following responsibilities: - Conduct outbound outreach (calls, emails, and texts when appropriate) to company-provided leads. - Qualify leads based on pre-defined criteria for re-engagement or market-based sales appointments. - Set and confirm appointments with Re-Engagement and Market-Based Advisors. - Leverage CRM, outreach programs, and technology to manage lead status, appointment activity, and follow-ups. - Collaborate with their Sales Managers and regional leadership to optimize messaging and campaign strategy. - Meet or exceed daily, weekly, and monthly KPI targets for outreach and appointments set. - Maintain accurate, up-to-date records in CRM. - Seek out a manager’s coaching to improve sales cycle, techniques, proficiency, and product knowledge - Complete annual certification on critical skills as deemed necessary for success. KEY SUCCESS METRICS - Activity Volume (calls, emails, texts) - Qualified Appointments Set (weekly/monthly) - Conversion Rate to Appointment (hold rate%) - Feedback from field sales teams MINIMUM REQUIREMENTS - Education - High School Diploma or equivalent - Licenses - Insurance license preferred, but not required - Experience - Sales or Customer experience preferred - Previous experience with Customer Relationship Management (CRM) sales systems preferred - 1+ year in sales, customer service, call center, or outbound appointment setting preferred - Knowledge, Skills, and Abilities - High-energy, outbound-focused - Self-starter motivated by goals - Strong verbal and written communication skills - Proficient computer skills including the MS Office suite - Proficient computer skills with CRM and Social Networking Apps preferred - Bilingual, knowledge of another language preferred - Professional attire is required when meeting with clients or representing the company - Professional, coachable, and goal-oriented - Able to work flexible hours, including evenings and weekends WORK CONDITIONS - Work Environment - Work indoors during all seasons and weather conditions - Comply with the Corporate dress code policy - Reliable internet access - Work Postures - Sitting continuously for many hours per day, up to 6 hours per day - Physical Demands - Physical effort requiring manual dexterity is required, includes paperwork, calculators, computers and phone usage - Work Hours - Working beyond “standard” hours as the need arises Postal Code: 77019 Category (Portal Searching): Sales Job Location: US-TX - Houston