SmartFinancial
insurance
BusinessDevelopmentRepresentative
“Business Development Representative at SmartFinancial. Skills: Sales, Business Development, Client Relations. Arrange webinar appointments with District Managers, Territory Leaders, and carrier representatives that allow us to connect with large groups of agents.. Act as the liaison between our Sales and Client Success teams to identify areas of improvement and opportunities within active accounts.”
What You'll Achieve.
driving growth and success for insurance agencies; Track record of achieving sales quotas; Proactively seek new business opportunities in the market and manage the full sales cycle.
Industry & Context.
identify areas of improvement and opportunities within active accounts.
Represent SmartFinancial at trade shows, conferences, or any “in-person” events.
What They're Looking For.
Must Have
3 years of Sales experience, Proven work experience as a Business Development Representative, Sales Account Executive or similar role, Track record of achieving sales quotas, Previous experience performing demos via platforms like Zoom or Webex, phone and interpersonal skills, Ability to build rapport with clients, Detail oriented and well organized, Coachable and quick learner
Nice to Have
Insurance producer experience as a plus
What You'll Do.
Arrange webinar appointments with District Managers
and carrier representatives that allow us to connect with large groups of agents.
Act as the liaison between our Sales and Client Success teams to identify areas of improvement and opportunities within active accounts.
Communicate clearly and effectively with Client Success Managers/Account Managers to highlight accounts that need attention.
Conduct webinars and demos of our product to a wide audience.
Represent SmartFinancial at trade shows
or any “in-person” events.
Proactively seek new business opportunities in the market and manage the full sales cycle.
How You'll Work.
Team & Collaboration
Act as the liaison between our Sales and Client Success teams; Communicate clearly and effectively with Client Success Managers/Account Managers
Communication Scope
Communicate clearly and effectively
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