Business Development Representative at AgencyBloc

Job description

Description AgencyBloc is a leading provider of agency management solutions built specifically for life and health insurance agencies. Our platform helps agencies streamline operations, strengthen client relationships, and drive growth through powerful CRM, commission processing, and marketing automation tools. We value innovation, collaboration, and making a meaningful impact in the industries we serve and we take pride in fostering a culture that genuinely cares about our customers, our work, and each other. Requirements Summary: The BDR will be a highly motivated self-starter with a hunter mindset, playing a critical role in generating qualified sales opportunities by identifying, engaging, and nurturing prospective customers. This position will work to uncover new account opportunities, learn about prospects' business challenges, and concisely communicate the value of AgencyBloc's solutions. This role is ideal for someone who thrives in a fast-paced technology environment and is passionate about sales, communication, and relationship building. As a member of our Business Development Team, you will be primarily supported by your manager and will receive ongoing support from the entire Go-To-Market (GTM) organization to help foster your impact on the success of the organization. Responsibilities: • Generate a high volume of quality outbound calls, emails, LinkedIn outreach, and social selling to educate the market on the power of AgencyBloc's solutions. • Use prospecting lists in HubSpot to generate a set number of Sales Accepted Leads (SALs) per month for the Inside Sales and Key Account teams. • Generate sufficient quality pipeline ARR to enable the Account Executive team to retire bookings quota on a monthly, quarterly, and annual basis. • Conduct qualification calls to identify prospects' business problems and issues and schedule discovery meetings and product demos. • Research target accounts and personalize outreach strategies using best practices across email, phone, and sequences. • Maintain accurate prospect and pipeline data and activity within CRM systems. • Work collaboratively with sales and marketing to conduct warm lead hand-offs, develop prospecting strategies, and optimize lead generation campaigns. • Consistently achieve or exceed monthly KPIs and quota targets. • Stay informed about industry trends, competitors, and product offerings. • Build and maintain strong relationships with prospective customers. • Additional duties as assigned by your manager. Skills/Education/Experience: Required • Excellent verbal and written communication skills. • Strong organizational and time management abilities. • Strong problem-solving and active listening skills. • Previous cold calling experience with a proven ability to handle objections and communicate value effectively. • Self-motivated, coachable, constant learner, and naturally curious. • A true passion and desire to win, with a collaborative approach and measurable sales goals. Preferred • College education is preferred but not required. • 2-3 years of SaaS BDR experience is preferred. • Familiarity with SaaS sales methodologies and sales funnels. • Experience using CRM platforms. HubSpot is a plus. • Experience with outbound prospecting tools and sales engagement platforms. • Knowledge of B2B sales environments. • Knowledge of the Health and Life Insurance industry is a plus. Key Performance Indicators: • Number of Sales Accepted Leads (SALs) / qualified meetings booked • Outbound activity metrics (calls, emails, meetings booked). • Lead conversion rates. • Pipeline contribution (ARR generated). • Monthly and quarterly quota attainment. Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States.

Requirements

Must-haves

Generate a high volume of quality outbound calls, emails, LinkedIn outreach, and social selling to educate the market on the power of AgencyBloc's solutions.
Use prospecting lists in HubSpot to generate a set number of Sales Accepted Leads (SALs) per month for the Inside Sales and Key Account teams.
Generate sufficient quality pipeline ARR to enable the Account Executive team to retire bookings quota on a monthly, quarterly, and annual basis.
Conduct qualification calls to identify prospects' business problems and issues and schedule discovery meetings and product demos.
Research target accounts and personalize outreach strategies using best practices across email, phone, and sequences.
Maintain accurate prospect and pipeline data and activity within CRM systems.
Work collaboratively with sales and marketing to conduct warm lead hand-offs, develop prospecting strategies, and optimize lead generation campaigns.
Consistently achieve or exceed monthly KPIs and quota targets.
Stay informed about industry trends, competitors, and product offerings.
Build and maintain strong relationships with prospective customers.
Additional duties as assigned by your manager.
Excellent verbal and written communication skills.
Strong organizational and time management abilities.
Strong problem-solving and active listening skills.
Previous cold calling experience with a proven ability to handle objections and communicate value effectively.
Self-motivated, coachable, constant learner, and naturally curious.
A true passion and desire to win, with a collaborative approach and measurable sales goals.
Number of Sales Accepted Leads (SALs) / qualified meetings booked

Nice-to-haves

College education is preferred but not required.
2-3 years of SaaS BDR experience is preferred.
Familiarity with SaaS sales methodologies and sales funnels.
Experience using CRM platforms. HubSpot is a plus.
Experience with outbound prospecting tools and sales engagement platforms.
Knowledge of B2B sales environments.

Application prep

Use the role’s language and application details while tailoring your materials.

Keywords to mirror

Platform: comeet
Effort: medium

Benefits

Benefits detected in the listing.

Health Insurance