NAS Business Development Representative
SCI Shared Resources, LLC
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Job Profile Summary
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
Job Profile ID: S00169
Time Type: Full time
Location Name: SCI Corporate Office
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