crmb2b saleslead generationsales enablementmarketing automationinsurancecross sellingsales development
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Роль четко сфокусирована на развитии B2B-продаж, обязанности понятны, а пакет льгот выглядит достойно; при этом потребуется получить страховую лицензию в первые 90 дней.
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Текст:
Hirify AI/Оригинал
TL;DR
Business Development Representative (Insurance): Acquiring and qualifying new insurance clients, setting sales appointments, and supporting cross-sell, upsell, and retention campaigns with an accent on consultative selling, outbound prospecting, and broker relationship development. Focus on building targeted outreach campaigns, improving sales strategies through CRM and sales data analysis, and coordinating client meetings and networking activities.
Location: Hybrid working in New York, United States
Pay range: $30–$38 per hour
Company
Brown & Brown provides insurance services and promotes a merit-based, inclusive culture focused on customer outcomes and individual contribution.
What you will do
Identify and qualify potential leads through research, networking, and outbound activities.
Engage prospects by email, phone, and social media to understand their needs and explain relevant solutions.
Acquire new clients and support cross-sell, upsell, retention, referral, and partner marketing initiatives.
Maintain prospect and customer data in CRM systems and analyze sales metrics to improve strategies and forecast trends.
Collaborate with Sales Enablement, Customer Success, partners, and the sales team to coordinate outreach and client transitions.
Support sales activities including insurance broker office visits, meetings, networking events, workshops, webinars, and training.
Requirements
Bachelor’s degree.
At least 1 year of experience in sales or growth marketing, preferably in a B2B setting.
Proven record of meeting or exceeding sales targets.
Proficiency in Microsoft Windows, including Word, Excel, PowerPoint, and Publisher, with the ability to create, edit, and merge business documents.
Experience with CRM systems, marketing automation tools, and sales enablement technology.
Exceptional telephone demeanor and strong communication and interpersonal skills.
Ability to maintain a high level of confidentiality and build genuine relationships.
Understanding of cross-selling, upselling, and retention strategies, with a strong interest in growth.
Willingness to obtain an Insurance Producer license within 90 days of employment.
Nice to have
Insurance Producer license in good standing.
Culture & Benefits
Full-time hybrid work arrangement in New York.
Medical, prescription, dental, vision, life, and disability insurance.
ESPP, 401(k), student loan assistance, and tuition reimbursement.
Mental health and enhanced advocacy services.
Paid time off, holidays, preferred partner discounts, and other benefits subject to eligibility and waiting periods.
Inclusive workplace guided by the “The Power to Be Yourself” diversity, inclusion, and belonging motto.
Hiring process
External recruiters and recruitment vendors may submit candidates only with a valid written agreement and prior authorization; unsolicited resumes are not accepted and no fees are paid.
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