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Senior Sales Development Representative (Life Insurance)

United States

The Role

Our client seeks a Senior Sales Development Representative with a strong background in end-to-end enterprise sales, specifically targeting banks, credit unions, and fintechs. This senior-level role calls for a strategic, goal-oriented professional experienced in managing the full sales cycle and achieving results in complex B2B sales environments within the life insurance or financial services space.

In this position, you will drive new business by introducing our client’s innovative solutions to industry leaders. Leveraging your expertise in digital financial products, you’ll engage directly with decision-makers to craft impactful, customized solutions that meet the unique needs of each client. You’ll take ownership of high-value deals, contributing meaningfully to our expansion and strengthening our industry presence.

This confidential search invites highly qualified professionals to apply discreetly, assured of a private hiring process. If you’re ready to bring your strategic sales acumen and proactive approach to this growth-focused opportunity, we encourage you to apply.

What you’ll do

  • Familiarize yourself with the company's vision and mission, seeking to accomplish set goals and objectives.
  • Generate sales leads through cold calls, emails, networking, and social media platforms.
  •  Manage and utilize CRM data for effective pipeline management and strategic client follow-ups to drive sales growth and retention.
  • Identify and build relationships with key decision-makers at conferences and industry networking events across the U.S.
  • Work closely with staff across departments to implement growth strategies.
  • Assist with drafting business plans, sales pitches, presentations, reference material, and other documents as required.

What you’ll bring

  • 5+ years of work experience in business development, sales, partnership development and management with a focus on end-to end deal cycles.
  • Background selling large enterprise life insurance products is a strongly preferred.
  • Experience selling B2B products to Banks, Credit Unions, Fintechs, and/or financial services sectors.
  • Proficiency with cold prospecting clients, creating and delivering sales presentations, and Customer Relationship Management (CRM),
  • Interpersonal skills to work with a wide variety of people each day, build relationships, and network.
  • Demonstrated ability to achieve measurable sales targets and drive tangible results within complex, strategic sales environments.

Benefits

  • Flexibility to Work Remotely
  • Work from Home Stipend
  • Health & Wellness Reimbursement
  • Unlimited Time Off
  • Paid Parental Leave
  • Comprehensive Health Benefit Package
  • Company 4% Match 401(K)

In our dynamic work environment, we leverage up-to-date market data to thoroughly analyze and inform our compensation decisions. Our commitment to fair and competitive pay extends beyond a one-size-fits-all approach – compensation is thoughtfully tailored, taking into account factors such as location, experience/skills, and industry benchmarks.

 

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