Business Development Representative managing sales pipeline focusing on insurance brokers. Collaborating with Sales, Marketing, and Customer Success teams to shape sales strategies.
Responsibilities
Generate Pipeline: Build and manage the early stages of the sales cycle, from prospecting to handoff.
Strategic Outreach: Develop and refine outreach strategies specifically targeting SMB and mid-market insurance brokers in the Life & Health space.
Qualify Leads: Manage inbound interest and convert leads into high-quality opportunities for the sales team.
Hunt & Close: Create pipeline through outbound prospecting, networking, and events.
Target Achievement: Consistently hit or exceed quarterly targets for meetings booked and qualified opportunities.
Data Discipline: Track performance metrics and report on sales activity.
Messaging: Collaborate with Marketing to refine messaging, campaigns, and collateral.
Feedback Loop: Provide feedback to Product to help shape the roadmap based on your conversations with brokers.
Career Path: Option to grow into leadership or a closing role, with the opportunity to mentor future hires and help scale the team.
Requirements
1+ years of experience in sales (SaaS or insurance preferred), with a track record of hitting targets.
Previous experience working in the insurance space is a major plus, especially within the life insurance market.
Thrive in chaos, energized by building process while scaling growth and not intimidated by ambiguity.
Like getting your hands dirty, from cold outreach to managing high-velocity prospecting.
Strong verbal and written communication skills, with the ability to tailor messaging to regulated audiences.
Want to be part of something bigger, shaping not just a sales motion but a category, a company, and the future of insurance distribution.
Benefits
Competitive Pay: Base Salary of $60k–$75k with an OTE of $90k–$110k, plus meaningful equity.
High 401K match and FSA program.
Modern, employer-paid health benefits designed to support you on your terms.
Unlimited PTO policy to take time as you need.
High-trust & long-term oriented team that values authenticity and learning.
Hybrid culture with NYC & SF offices, or remote for the right candidate.
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