NAS Business Development Representative

About this role

Our associates celebrate lives. We celebrate our associates.

The Business Development Representative (BDR) is responsible for driving top-of-funnel activity by identifying, engaging, and qualifying potential customers across North America. Working remotely, this role supports both the Corporate and Market-Based Re-Engagement sales teams by setting qualified appointments using company-paid or company-assisted lead sources. This is a role committed to building a pipeline for a high-impact sales organization.

JOB RESPONSIBILITIES • Complete a comprehensive onboarding program that requires successfully completing coursework, passing assessments, and demonstrating the appropriate skills to begin fulfilling the following responsibilities: • Conduct outbound outreach (calls, emails, and texts when appropriate) to company-provided leads. • Quality leads based on pre-defined criteria for re-engagement or market-based sales appointments. • Set and confirm appointments with Re-Engagement and Market-Based Advisors. • Leverage CRM, outreach programs, and technology to manage lead status, appointment activity, and follow-ups. • Collaborate with their Sales Managers and regional leadership to optimize messaging and campaign strategy. • Meet or exceed daily, weekly, and monthly KPI targets for outreach and appointments set. • Maintain accurate, up-to-date records in CRM. • Seek out a manager’s coaching to improve sales cycle, techniques, proficiency, and product knowledge

• Complete annual certification on critical skills as deemed necessary for success.

KEY SUCCESS METRICS • Activity Volume (calls, emails, texts) • Qualified Appointments Set (weekly/monthly) • Conversion Rate to Appointment (hold rate%) • Feedback from field sales teams

MINIMUM REQUIREMENTS Education • High School Diploma or equivalent

Licenses • Insurance license preferred, but not required

Experience • Sales or Customer experience preferred • Previous experience with Customer Relationship Management (CRM) sales systems preferred • 1+ year in sales, customer service, call center, or outbound appointment setting preferred.

Knowledge, Skills, and Abilities • High-energy, outbound-focused • Self-starter motivated by goals • Strong verbal and written communication skills. • Proficient computer skills including the MS Office suite • Proficient computer skills with CRM and Social Networking Apps preferred • Bilingual, knowledge of another language preferred • Professional attire is required when meeting with clients or representing the company • Professional, coachable, and goal-oriented • Able to work flexible hours, including evenings and weekends

WORK CONDITIONS

Work Environment • Work indoors during all seasons and weather conditions • Comply with the Corporate dress code policy • Reliable internet access

Work Postures • Sitting continuously for many hours per day, up to 6 hours per day

Physical Demands • Physical effort requiring manual dexterity is required, includes paperwork, calculators, computers and phone usage

Work Hours • Working beyond “standard” hours as the need arises

Postal Code: 77019

Category (Portal Searching): Sales

Job Location: US-TX - Houston

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