Sales Development Representative

Vertafore Career Center; Columbus (OH); Hybrid; USD 65,000 - 75,000; Full time

Job summary

Vertafore is seeking highly motivated Sales Development Representatives (SDR) to kickstart a career in insurance software sales. You will be the first point of contact, generating and developing sales pipeline and driving bookings and recurring revenue growth.

Located and working from Denver, CO, this hybrid role involves collaborating with Marketing, Product, and Sales teams to ensure lead quality and successful campaigns. A Bachelor’s degree is preferred and travel is up to 10%.

Qualifications

• Excellent verbal, written and interpersonal communication skills.
• Ability to be a team player and perform in a fast-paced, inside sales-oriented environment.
• Confidence to prospect and develop new sales leads.
• Comfort with sales technology and CRM tools.

Responsibilities

• Execute the Vertafore Lead & Opportunity Management process for building sales pipeline.
• Possess a working understanding of Salesforce.com and other key sales technologies used for Business Development and Opportunity creation.
• Collaborate with Marketing & Product teams to execute campaigns that ensure lead quality and quantity with proper closed-loop metric reporting.
• Regularly perform against individual monthly and/or quarterly targets: pipeline, conversion rates, and stage “Zero” Opportunities which may consist of meetings, appointments virtually, demos, or follow-up calls assigned to quota carrying sales reps in Vertafore.
• Collaborate with internal sales operations stakeholders on reporting and analysis.
• Ensure CRM tools and Vertafore value-selling methodologies are leveraged to process and track opportunities.

Skills

Verbal and written communication

Team player in fast-paced environment

Prospecting and lead development

CRM and sales tools fluency

Education

Bachelor’s degree preferred

Tools

Salesforce.com

CRM tools

Job description

Pay Range: $70,000 On Target Earnings

The insurance industry runs on Vertafore. We equip agencies, MGAs, and carriers with the core digital systems, specialized AI, and data-driven foundation to eliminate distribution drag across the insurance lifecycle, spanning sales, servicing, and back-office operations.

Underpinned by unmatched speed and performance power, we are the trusted backbone that’s taking the insurance industry from friction to flow with Distribution Velocity – speed, performance, and trust - to drive growth at scale.

With over 95% of the top agencies and insurers and 50% of industry compliance transactions running through Vertafore, we lead at the intersection of innovation and trust, giving insurance professionals the confidence to transform and win in the AI era.

Our reach is global, with headquarters in Denver, Colorado, and offices across the U.S., Canada, and India.

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JOB DESCRIPTION

We are seeking highly motivated Sales Development Representatives (SDR) interested in kick starting their career in insurance software sales. SDR's are the first point of contact for the sales team – an important first impression. You will be tasked both with speaking to accounts we have reason to believe are interested in our services and reaching out to agencies that do not know of us to pique their interest in our software solutions.

The primary responsibility of the position is to drive bookings and recurring revenue growth by generating, qualifying, and developing sales pipeline. The SDR is a vital link between Marketing and Sales, and the SDR must be able to plan and execute daily and weekly, required activities to generate sales opportunities for Vertafore. This role has knowledge of the organization’s products/services, and can partner with Marketing to execute campaigns, programs, and closed-loop business & sales development activities. The SDR also works closely with Marketing, Operations & Sales Management.

During your discussions you will gather information surrounding agency challenges such that you can narrow in on the correct software match. Additionally, you will work to discover the key players in the buying process as well as when and how they need our assistance. SDR generated leads are routed to all segments and territories to be followed up on and closed by the proper sales representative. As a SDR, you will be asked to demonstrate knowledge of Vertafore, our software, and internal processes to prepare you for promotion to one of our sales teams

Core Requirements and Responsibilities:

Essential job functions included but are not limited to the following:

• Execute the Vertafore Lead & Opportunity Management process for building sales pipeline.
• Possess a working understanding of Salesforce.com and other key sales technologies used for Business Development and Opportunity creation.
• Collaborate with Marketing & Product teams to execute campaigns that ensure lead quality and quantity with proper closed-loop metric reporting.
• Regularly perform against individual monthly and/or quarterly targets: pipeline, conversion rates, and stage “Zero” Opportunities which may consist of meetings, appointments virtually, demos, or follow-up calls assigned to quota carrying sales reps in Vertafore.
• Collaborate with internal sales operations stakeholders on reporting and analysis.
• Ensure CRM tools and Vertafore value-selling methodologies are leveraged to process and track opportunities.

Requirements

Knowledge, Skills and Abilities:

Qualifications:

• Bachelor’s degree preferred
• Proven track record of achieving goals and/or quotas, or other similar objectives.
• Previous sales experience a plus.
• Ability to be a team player and perform in a fast-paced, inside sales-oriented environment
• Confidence to prospect and develop new sales leads
• Excellent verbal, written and interpersonal communication skills
• Comfort with sales technology and CRM tools

Additional Requirements and Details:

• Travel required up to 10% of the time.
• Located and working from Denver, CO.
• Occasional lifting and/or moving up to 10 pounds.
• Frequent repetitive hand and arm movements required to operate a computer.
• Specific vision abilities required by this job include close vision (working on a computer, etc.).
• Frequent sitting and/or standing.

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