Loadsure - Watertown, CT

posted about 2 months ago

Full-time - Entry Level
Remote - Watertown, CT

About the position

As a Sales Development Representative (SDR) at Loadsure, your primary responsibility will be to identify and screen potential partners who can benefit from our innovative products and services. This role is crucial in refining our pipeline of new trading relationships and supporting the conversion of prospects into clients. You will need to be highly organized and adept at building relationships across all levels of the firm. Effective stakeholder management and communication skills will be vital to your success in this position. We are looking for a self-driven, high-energy professional who is passionate about disrupting the insurance industry and is eager to be rewarded for their performance and contributions. At Loadsure, we believe that with a growth mindset, tech-first innovation, and focused execution, anything is possible. We value insights and ideas from all team members to foster a collaborative, entrepreneurial, and lighthearted work environment. In this role, you will be responsible for managing client relationships by identifying the needs of prospects and suggesting appropriate products or services. You will handle both inbound and outbound sales calls, ensuring accurate data entry and maintaining the integrity of customer information in our client system. Building long-term, trusting relationships with prospects is essential, as is qualifying leads as sales opportunities. You will utilize Salesforce, make cold calls, and send emails to generate new sales opportunities while proactively seeking new business opportunities in the market. Additionally, you will set up meetings or calls between prospective customers and sales executives and report your results to the sales manager on a weekly, monthly, and quarterly basis. Your administrative duties will include day-to-day project management tasks, inputting data into our project management system to facilitate the organized flow of projects through the business. You will also gain knowledge of the full range of resources available within the company to develop a broad understanding of the business and identify opportunities to contribute to accounts, teams, and overall business growth.

Responsibilities

  • Identify the needs of prospects and suggest appropriate products or services
  • Handle inbound and outbound sales calls
  • Perform accurate data entry and maintain integrity of customer information in the client system
  • Build long-term, trusting relationships with prospects to qualify leads as sales opportunities
  • Utilize Salesforce, cold calls, and email to generate new sales opportunities
  • Proactively seek new business opportunities in the market
  • Set up meetings or calls between prospective customers and sales executives
  • Report to sales manager with weekly, monthly, and quarterly results
  • Day to day project admin including input into our project management system
  • Gain knowledge of the full range of resources available and use this to develop a broad understanding of the business
  • Identify and pursue opportunities to get involved and contribute to the accounts, team and business

Requirements

  • Strong communication skills via phone and email
  • Strong desire and ability to move up within the sales organization
  • Strong numeracy skills
  • Excellent time management and organizational skills
  • Comfortable dealing with internal and external senior representatives
  • Eagerness and willingness to learn
  • Accuracy and attention to detail
  • Self-starter and takes initiative
  • Effective listening, strong verbal and written communications skills (including grammar)
  • Outstanding interpersonal and problem solving skills

Nice-to-haves

  • Understanding of insurance and insurance distribution
  • P&C License
  • Experience in utilizing Salesforce or other CRM software
  • Enthusiastic about emerging technology and insurtech
  • Proficiency in Microsoft Word, Excel, PowerPoint, Google Workspace

Benefits

  • Gym membership
  • Health insurance
  • Parental leave
  • Stock options
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