Sales Development Assistant

CCSI CC Services, Inc.; United States; Hybrid; USD 34,000 - 47,000; Full time

Benefits offered by this job

Insurance benefits

401(k) match

Paid time off

Holidays

Tuition assistance

Employee resource groups

Job summary

COUNTRY Financial is seeking a Sales Development Representative to support new business growth by generating and qualifying a pipeline of opportunities. You will engage prospects, gather needed information, and hand off qualified opportunities to sales teams for quoting and conversion.

Responsibilities include inbound/outbound calls, CRM data entry, follow-ups, and maintaining records for seamless handoffs. The role emphasizes call efficiency, lead quality, and achieving sales support metrics.

Qualifications

• Excellent phone and customer service skills.
• Ability to multitask while entering information into CRM.
• 1 year of related experience or more preferred.

Responsibilities

• Generate and qualify a pipeline of sales opportunities through proactive outreach.
• Qualify leads by gathering household and vehicle information to support quoting and follow-up.
• Maintain prospect records and coordinate follow-ups in CRM.
• Meet activity and pipeline metrics and participate in incentive programs.

Skills

Phone skills

Customer service

Communication

Interpersonal

Multitasking

CRM data entry

Self-motivated

Goal oriented

Education

High school diploma or GED

Tools

CRM

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 includes 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.

• Insurance benefits (medical, dental, vision, disability and life)
• 401(k) with company match
• Paid time off, parental leave, paid company holidays and paid time off to volunteer in your community
• Tuition assistance and industry education certificates and designations
• Employee resource groups to connect with your peers

We’re a family of affiliated companies (collectively, COUNTRY) located in Bloomington, IL. Learn more about who we are. Investment management, retirement, trust, and planning services provided by COUNTRY Trust Bank®. The investment objectives, risks, charges, and expenses of an investment company should be carefully considered before investing.