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Sales Development Representative (SDR) - Remote US

The Sales Development Representative will collaborate closely with Sales Executives (SEs) to ensure a steady pipeline of prospects for achieving sales targets. The role will utilize various technologies, to identify and qualify leads with a strong emphasis on quality.

In this role, you will

Account planning

• Identify and contact potential customers and qualify them.
• Conduct SDR marketing, creating campaigns including email newsletters and social media posts that generate leads.
• Effectively communicate the value of a product or service.
• Schedule quality meetings for Sales Executives with prospects and qualified leads.
• Develop account plans with SEs, targeting specific territories and implementing strategies to create new contacts.

Campaigning and prospecting

• Work closely with marketing and sales representatives to proactively determine the best leads for specific products or services.
• Plan campaigns with marketing support to increase the effectiveness of prospecting, including tracking whether the prospect received the marketing attempt and gauging their level of interest.
• Qualify and disqualify inbound leads: understand the inbound lead's needs, funnel correctly (including to the Sales Executive), and determine fit. If a lead isn't the right contact now, keep the relationship warm for future opportunities.
• Represent ReSource Pro's products and services, using comprehensive knowledge and consumer research to explain how our solutions meet prospective clients' needs.
• Schedule appointments and follow up on qualified leads; plan with Sales Executives on meeting scheduling and follow-up cadence.
• Proactively locate accounts not currently in Salesforce through research, cold calling, and prospecting.

Technical capabilities

• Continually learn new technology to use programs and platforms effectively and apply that knowledge.
• Use tools including software and platforms to record data and move leads through a pipeline.
• Demonstrate data management and use of advanced functions and analytics for successful outreach and discovery reporting.
• Monitor cadence effectively and use technology efficiently for outreach, scheduling, and development.

Teamwork and collaboration

• Actively participate in ReSource Pro's sales, product, and services training and development programs, and fully engage in department-level training programs.
• Collaborate with Sales Executives to ensure sufficient pipeline for sales targets and learn from SEs to enhance the effectiveness of the role.
• Contribute to a team effort by working collaboratively within Business Development and other departments, including Marketing.
• Cross-collaborate to gain insights from marketing, product, and sales executives

• 2–3 years of B2B experience in sales or business development (required).
• 1–2 years of insurance industry experience (preferred).
• Proven track record of exceeding lead targets.
• Bachelor's degree (4 years) in Business, Business Communications, Marketing, or a related field.
• Strong results-oriented mindset, with a proven track record of meeting or exceeding targets.
• Demonstrated proficiency with technology, including Salesforce, to manage customer contacts, reporting activities, and conversations efficiently.
• Excellent sales instinct and the ability to engage in high-level conversations with prospects and qualified leads.
• Proactive and self-driven.
• Exceptional planning, methodical organizational skills, and time management.
• Strong research skills to identify accounts, contacts, territories, and effective communication channels.
• Ability to work collaboratively within a competitive environment and contribute to team success.
• Ability to think strategically and learn from SEs to enhance the effectiveness of the role.
• Strong technological ability.

Our salary ranges are based on paying competitively for our size and industry, and are one part of the total compensation package that also includes annual bonus eligibility, benefits, and other opportunities at ReSource Pro. Individual pay decisions are based on a number of factors, including qualifications for the role, experience level, skill set, geography, and internal equity relative to other ReSource Pro employees.
This is a remote position. The salary range for most locations is $40,676–$75,000 annually. The range may vary based on experience and the specific geographic location in which the candidate resides.

Benefits and Perks

• 100% paid employee health insurance available on day 1.
• Eligible for all medical, dental, and vision benefits on day 1.
• Internet stipend eligibility for remote positions.
• 401(k) with employer match, vested on day 1.
• HSA/FSA available.
• Employer-provided long-term and short-term disability.
• Generous PTO plan with paid holidays and floating holidays.
• Development and growth opportunities.
• Comprehensive wellness program and prioritization of employee health.

About ReSource Pro:

Focused exclusively on the insurance industry, ReSource Pro is the trusted partner insurance organizations rely on to optimize performance, streamline operations and process engineering, and drive growth. Serving 2,000+ carriers, brokers, wholesalers, and MGAs, ReSource Pro is a recognized market leader in insurance workflow optimization, data and technology services, and strategic operating model transformation. Maintaining a 96%+ client retention rate for over a decade, ReSource Pro is the only firm serving the insurance industry to have earned a spot on the Inc. 5000 list 16 times—placing it among the top 0.02% of repeat honorees across all sectors in the Inc. list’s 40+ year history.

Equal Employment Opportunity Policy

ReSource Pro provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.