Sales Development Assistant

Country Financial Group; Bloomington (IL); Hybrid; USD 34,000 - 47,000; Full time

Benefits offered by this job

Hybrid work

Short-Term Incentive plan

401(k) with company match

Job summary

COUNTRY Financial is seeking a sales-support professional in Bloomington, IL to grow new business by qualifying and progressing opportunities through proactive outreach. You will collect household, vehicle, and risk data to support quoting, and you will manage CRM records for accurate handoffs to sales teams.

The role emphasizes excellent phone skills, customer service, and multitasking while data entry in CRM occurs. A high school diploma or GED and 1+ year of related experience are required.

Qualifications

• Excellent phone and customer service skills.
• Strong communication, interpersonal, and problem solving skills.
• Ability to multitask effectively, including carrying a discussion with prospects while entering information into our CRM.
• Self motivated & the ability manage challenging goals.
• Desire to win & differentiate yourself through performance.
• Typically requires a high school diploma or GED and at least 1 year of related experience.

Responsibilities

• Conducts inbound and outbound calls and outreach to prospects and clients to identify opportunities, assess readiness, and progress leads toward quoting or scheduled sales engagement.
• Qualifies and triages leads by gathering household, vehicle, and risk information to support accurate downstream quoting and effective sales follow-up.
• Creates and maintains prospect records, opportunities, and related documentation within CRM systems, ensuring data accuracy and visibility across the sales pipeline.
• Schedules and coordinates follow-up activities, including appointments and warm hand-offs to sales representatives, ensuring timely connection and continuity.
• Re-engages previously quoted, single-line, and unqualified leads to identify new or expanded opportunities and position them for conversion.
• Ensures complete and accurate transfer of prospect information to sales representatives, supporting effective follow-up and improved close outcomes.
• Completes post-sale and administrative support activities, including client communications, record updates, and account assignment to ensure continuity of service.
• Responsible for activity and pipeline development metrics such as call volume, lead creation, appointments scheduled, and sales support contributions, while adhering to established processes and quality standards.

Skills

Phone skills

Customer service

Communication

Problem solving

Multitasking

Motivation

Goal orientation

Education

High school diploma or GED

Tools

CRM software

Job description

Experience more with a career at COUNTRY Financial!

We’re excited you’re interested in a career at COUNTRY as we strive toward our vision - to enrich lives in the communities we serve. Our footprint spans coast to coast. But more important than where we operate, is the people who do the work.

About the role

Supports new business growth by generating, qualifying, and progressing a pipeline of sales opportunities through proactive outreach and timely response to inbound leads. Engages prospective and existing customers to gather key information, assess readiness, and connect qualified opportunities to sales representatives for quoting and conversion. Accountable for call efficiency, lead quality, and effective handoff to support overall pipeline, quote, and cross-sell objectives.

How does this role make an impact?

• Conducts inbound and outbound calls and outreach to prospects and clients to identify opportunities, assess readiness, and progress leads toward quoting or scheduled sales engagement.
• Qualifies and triages leads by gathering household, vehicle, and risk information to support accurate downstream quoting and effective sales follow-up.
• Creates and maintains prospect records, opportunities, and related documentation within CRM systems, ensuring data accuracy and visibility across the sales pipeline.
• Schedules and coordinates follow-up activities, including appointments and warm hand-offs to sales representatives, ensuring timely connection and continuity.
• Re-engages previously quoted, single-line, and unqualified leads to identify new or expanded opportunities and position them for conversion.
• Ensures complete and accurate transfer of prospect information to sales representatives, supporting effective follow-up and improved close outcomes.
• Completes post-sale and administrative support activities, including client communications, record updates, and account assignment to ensure continuity of service.
• Responsible for activity and pipeline development metrics such as call volume, lead creation, appointments scheduled, and sales support contributions, while adhering to established processes and quality standards.

Do you have what we’re looking for?

• Excellent phone and customer service skills
• Strong communication, interpersonal, and problem solving skills
• Ability to multitask effectively, including carrying a discussion with prospects while entering information into our CRM
• Self motivated & the ability manage challenging goals
• Desire to win & differentiate yourself through performance
• Typically requires a high school diploma or GED and at least 1 year of related experience.

#LI-CORP

#LI-Hybrid

Base Pay Range:

$34,400-$47,300

The base pay range represents the typical range of potential salary offers for candidates hired. Factors used to determine your actual salary include your specific skills, qualifications and experience.

Incentive Pay:

In addition to base salary, this position is eligible for a Short-Term Incentive plan.

Why work with us?

Our employees and representatives serve nearly one million households with our diverse range of personal and business insurance products as well as retirement and investment services. We build relationships and work together to create a stronger, more secure future for our clients and our communities. We’re a big company, yet small enough you can make an impact and won’t get lost in the shuffle. You’ll have the opportunity to learn and grow throughout your career, either within this role or by exploring other areas of our business.

You’ll be able to take advantage of our benefits package, which includes insurance benefits (medical, dental, vision, disability, and life), 401(k) with company match.

COUNTRY Financial is committed to providing equal opportunity in all areas of employment, and in providing employees with a work environment free of discrimination and harassment. Employment decisions are made without regard to race, color, religion, age, gender, sexual orientation, veteran status, national origin, disability, or any other status protected by applicable laws or regulations.

Come join our team at COUNTRY today!