Nas Business Development Representative
k29 sci shared
📍 texas - houston united states🕐 20d ago🔗 workday
Job Description
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.
* Quality 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
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* Work indoors during all seasons and weather conditions
* Comply with the Corporate dress code policy
* Reliable internet access
Work Postures
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* Sitting continuously for many hours per day, up to 6 hours per day
Physical Demands
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* Physical effort requiring manual dexterity is required, includes paperwork, calculators, computers and phone usage
Work Hours
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* Working beyond “standard” hours as the need arises
Postal Code: 77019
Category (Portal Searching): Sales
Job Location: US-TX - Houston