Business Development, Calculators, Calendar Management, Call Volume, Communication Skills, Customer Relationship Management (CRM) Systems, Documentation, Establish Priorities, Exceeded Sales Goal, High School Diploma, Industry/Trade Analysis, Insurance, Interpersonal Skills, Keyboards, Lead Generation, Metrics, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Needs Assessment, Organizational Skills, Physical Demands, Presentation/Verbal Skills, Problem Solving Skills, Process Improvement, Sales, Sales Prospecting, Sales Qualification, Set Goals, Spreadsheets, Systems Maintenance, Team Player, Telemarketing, Telesales, Test Driven Development (TDD), Time Management, Website Conversion, Willing to Travel
If you’re energized by outreach, motivated by results, and enjoy being the first touchpoint in the sales process, this could be a great fit!
Our successfully growing organization has been recognized repeatedly as a state and national Best Places to Work!
Apex Benefits offers competitive benefits, flexible work model, paid time off, a collaborative team environment, and advanced training and development.
This position is based on the north side of Indianapolis, Indiana and requires work on-site 4 days a week.
Job summary
A Business Development Representative is responsible for generating new business opportunities through targeted outreach, relationship building, and consistent follow‑up with prospective clients. This role identifies potential client needs, communicates the value of the organization’s products or services, and schedules initial appointments with Advisors.
Summary of essential job functions/responsibilities
- Proactively make a high volume of outbound phone calls to prospective clients, introducing Apex Benefits’ services and building initial rapport
- Research and qualify leads to ensure alignment with target criteria and identify key decision-makers within prospective organizations
- Schedule and confirm introductory meetings for Advisors with qualified prospects, ensuring smooth calendar coordination
- Maintain accurate and detailed records of outreach activity, leads, and appointments within the CRM system, updating notes regularly
- Conduct timely follow-up with warm leads and nurture relationships and maintain engagement until meeting is secured
- Collaborate closely with the sales team to ensure smooth handoff of qualified leads and provide relevant context for successful meetings
- Track and report daily, weekly, and monthly activity metrics, including call volume, conversion rates, and appointments set
- Maintain a strong working knowledge of products, services, and industry trends to confidently answer prospect questions and position the company as a trusted partner
- Identify opportunities for process improvement and share insights with management to enhance lead generation strategies
- Consistently meet or exceed performance targets, including appointment-setting goals and lead qualification standards
Minimum requirements
- Bachelor’s degree preferred; high school diploma or GED required
- Previous experience in business development, telemarketing, or phone-based sales is preferred
- Ability to obtain and maintain required state insurance license within six months of employment
- Comfortable making a high volume of outbound calls daily
- Strong time management and organizational skills with ability to prioritize effectively
- Excellent verbal communication and interpersonal skills
- Ability to handle objections professionally while maintaining a positive attitude
- Highly developed reasoning and problem-solving skills
- Positive, team-oriented mindset with willingness to collaborate
- Proficiency in Microsoft Word, Excel, PowerPoint, and basic web navigation
Physical Demands and Work Environment
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.
- Must be able to read and edit spreadsheets, email and other related tools related to the role
- Must be able to communicate extensively and effectively with staff and vendors via telephone/TDD, one-on-one conversations, face-to-face, public presentations, and written correspondence
- Requires extensive use of keyboards, calculators, and other administrative equipment.
- Must be able to process and maintain large volumes of documentation
- Must be able to sit or stand for extensive periods of time and navigate through the office
- Must be able to function within a moderate noise level office environment
- Ability to travel to and work in the corporate office located in Indianapolis, Indiana is required, in addition to client locations.
Disclaimer
The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.
Additional Information
Apex Benefits Group, Inc believes in equal opportunity employment and does not discriminate based on age, race, color, religion, gender, sexual orientation, gender identity, gender expression, national origin, protected veteran status, disability, or any other legally protected status.
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