AI-Driven B2B Sales Rep for Risk Solutions

Beyond Risk Management Inc

Lehi (UT)

On-site

USD 70,000 - 80,000

Full time

10 days ago
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Benefits offered by this job

Medical & Dental
401k Immediate Eligibility
PTO 21 days
Parental Leave
Tuition Reimbursement
FSA Access
Insurance (Life/AD&D/Disability)
Hybrid Work Model

Job summary

GPW & Associates, a Beyond Risk company, is seeking a results-driven Business Development Representative to expand our sales pipeline and build new client relationships in Lehi, Utah. You will generate qualified opportunities using AI tools and collaborate with BD Directors to review policy documents and financials.

Ideal candidates have 2+ years in outbound sales, a background in P&C insurance or related fields, and hands-on AI workflow experience.

Qualifications

  • 2+ years of outbound sales, business development, lead generation, or appointment setting.
  • Background in P&C insurance, risk management, financial services, consulting, or another professional-services environment.
  • Hands-on, regular use of AI assistants at work, with specific workflows you can point to and explain.
  • Demonstrated success creating new opportunities through proactive prospecting.
  • Comfort engaging senior decision makers and translating complex services into clear business value.
  • Experience with Salesforce, HubSpot, or a similar CRM.
  • Self-motivated, organized, resilient, and comfortable working toward measurable goals.

Responsibilities

  • Generate broker/advisor relationships via cold calls, targeted email, LinkedIn, networking, referrals
  • Use AI to build account intelligence: industry dynamics, risk profiles, loss exposure patterns, ownership structure, and likely captive fit
  • Draft and iterate outreach with AI, then edit for accuracy and a personal tone
  • Qualify prospects on need, timing, eligibility, and interest; schedule discovery meetings and follow-up
  • Partner with BD Directors to review policy documents, loss history, and financials; extract data with AI and verify against sources
  • Build and maintain a shared prompt/workflow library for the BD team
  • Maintain Salesforce records and collaborate with marketing on campaigns and messaging
  • Follow AI tool policy; avoid unapproved systems for confidential data
  • Meet/exceed activity, meeting, and qualified-opportunity goals; represent GPW at events

Skills

Outbound sales
P&C insurance
AI workflows
Prospecting
Executive communication
CRM experience
Goal oriented

Education

CRM experience

Tools

Salesforce
HubSpot

Job description

GPW & Associates, a Beyond Risk company, is seeking a results-driven Business Development Representative to expand our sales pipeline and build new client relationships in Lehi, Utah. You will generate qualified opportunities using AI tools and collaborate with BD Directors to review policy documents and financials.

Ideal candidates have 2+ years in outbound sales, a background in P&C insurance or related fields, and hands-on AI workflow experience.

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