B2B SDR: New Business, Cross-Sell & Retention

Brown & Brown; Dedham (MA); On-site; USD 44,083 - 46,838; Full time

Benefits offered by this job

Health benefits

401k plan

Tuition reimbursement

Paid time off

Job summary

Brown & Brown in Dedham, MA is seeking a Sales Development Representative to acquire new clients and drive cross-sell, upsell, and retention campaigns. You will warm and cold call prospects, set appointments, and educate customers on our insurance solutions to fit their needs.

The role emphasizes consultative selling, collaboration with brokers and partners, and ongoing CRM updates. A bachelor’s degree and 1+ years in a sales role are preferred, with an Insurance Producer license within 90 days

Qualifications

• Bachelor’s degree required.
• 1+ years of sales or growth marketing experience, preferably B2B.
• Proven track record of meeting/exceeding targets.
• Proficient MS Word/Excel/PowerPoint; ability to mail-merge letters and labels.

Responsibilities

• Identify and qualify potential leads through research and outreach.
• Collaborate with Sales Enablement to align on campaigns.
• Engage prospects via email, phone, and social channels to uncover needs.
• Partner with brokers/agents to expand customer base.
• Nurture relationships with prospects with content and product updates.
• Coordinate with Customer Success for smooth handoffs and value delivery.
• Maintain accurate CRM data and track sales metrics.
• Support visits to broker offices and attendance at events.
• Stay updated on industry trends and product developments.
• Attend workshops and training to improve skills.

Skills

Bachelor’s degree

Sales experience

CRM systems

Microsoft Office

Phone demeanor

Communication skills

Confidentiality

Education

Bachelor’s degree

Tools

CRM systems

Marketing automation

Sales enablement tech

Job description

Brown & Brown in Dedham, MA is seeking a Sales Development Representative to acquire new clients and drive cross-sell, upsell, and retention campaigns. You will warm and cold call prospects, set appointments, and educate customers on our insurance solutions to fit their needs.

The role emphasizes consultative selling, collaboration with brokers and partners, and ongoing CRM updates. A bachelor’s degree and 1+ years in a sales role are preferred, with an Insurance Producer license within 90 days