NAS Business Development Representative

SCI Shared Resources, LLC

Houston, TX

JOB DETAILS
SKILLS
Business Development, Calculators, Call Volume, Campaigns, Coaching, Communication Skills, Computer Skills, Customer Experience, Customer Relationship Management (CRM), Customer Relationship Management (CRM) Systems, Customer Support/Service, Field Sales, Field Trials, Insurance, Leadership, Manual Dexterity, Metrics, Microsoft Office, Multilingual, Onboarding, Outbound Call Centers, Performance Metrics, Presentation/Verbal Skills, Regional Sales, Sales, Sales Cycle, Sales Management, Sales Pipeline, Social Networking, Telesales, Website Conversion, Work From Home, Writing Skills
LOCATION
Houston, TX
POSTED
30+ days ago
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


MINIMUMREQUIREMENTS


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: Part time


Location Name: SCI Corporate Office

About the Company

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SCI Shared Resources, LLC