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Sales Development Representative | 2025

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CBIZ

25d ago

  • Job
    Full-time
    Junior Level
  • Customer Relations
    Sales & Business Development
  • St. Louis

AI generated summary

  • You need a bachelor's in a relevant field, 1+ year sales experience, CRM skills (preferably Salesforce), strong communication and organizational skills, and a goal-oriented, self-motivated mindset.
  • You will engage potential customers through calls and emails, qualify leads, manage CRM records, and stay updated on industry trends to drive sales discussions and exceed conversion targets.

Requirements

  • A bachelor's degree in Risk Management Insurance, Sales, Business, or a related field.
  • Strong drive to compete and succeed in a fast-paced sales environment.
  • Ability to make a high volume of phone calls while maintaining quality output.
  • Successful experience using marketing-driven data to convert prospects from brand awareness to meeting-ready.
  • Demonstrated skill in overcoming objections and driving desired outcomes.
  • Proficiency in using Customer Relationship Management (CRM) systems- Salesforce experience preferred.
  • Relentlessly curious mindset and a willingness to learn about Advisory Services.
  • High School Diploma or GED required
  • At least 1 year of sales and customer service experience
  • Advanced verbal and written communication skills
  • Advanced organizational and time management skills
  • Advanced research skills
  • High attention to detail
  • Self-Motivated
  • Goal Oriented

Responsibilities

  • Utilize effective call strategies emailing, and social selling techniques developed in collaboration with Marketing and Sales Management to secure sales-ready conversations.
  • Search for potential customers, clients, or buyers in order to develop new business
  • Research potential customers and determine the quality of the lead
  • Evaluate and qualify needs
  • Orchestrate sales discussions between producers and decision-makers
  • Document findings in customer relationship management (CRM) software
  • Maintain accurate and up-to-date records of prospect interactions and sales activities in the CRM system.
  • Meet and exceed targets for lead qualification and conversion rates.
  • Stay informed about industry trends, market conditions, and competitors to enhance inbound and outbound sales efforts.

FAQs

What is the primary objective of the Sales Development Representative position?

The primary objective is to connect, profile, qualify, and convert prospects to set up revenue-producing associates to close sales.

What tools will I have at my disposal as a Sales Development Representative?

You will have access to data-driven systems such as Salesforce, Pardot, ZoomInfo, and other productivity tools.

What qualifications are preferred for this role?

Preferred qualifications include a bachelor's degree in Risk Management, Insurance, Sales, Business, or a related field, along with strong experience in sales, objection handling, and proficiency in CRM systems, preferably Salesforce.

What are the minimum qualifications required for the Sales Development Representative role?

Minimum qualifications include a High School Diploma or GED, at least 1 year of sales and customer service experience, advanced communication skills, organizational skills, and a high attention to detail.

What is the salary range for this position?

The hourly rate for this position ranges from $25.00 to $31.25, depending on the selected candidate's education, experience, and skill set.

Are there additional benefits provided to full-time team members?

Yes, full-time team members have access to comprehensive medical and dental insurance, retirement savings, life and disability insurance, certification incentives, education assistance, a referral program, paid holidays, paid vacation, sick leave, and more.

Does CBIZ offer reasonable accommodations for individuals with disabilities?

Yes, qualified individuals with disabilities may request reasonable accommodations if they are unable or limited in their ability to use or access the site due to their disability.

Is CBIZ an equal opportunity employer?

Yes, CBIZ is an equal opportunity employer that reviews applications without regard to race, color, religion, national origin, age, gender, or any other reason prohibited by law.

Does CBIZ accept unsolicited resumes from third-party agencies?

No, CBIZ does not accept unsolicited resumes from recruiters or agencies. Any unsolicited resumes submitted become the property of CBIZ.

Trusted local advisors enhanced by specialists nationwide. (NYSE: CBZ)

Consulting
Industry
5001-10,000
Employees
1996
Founded Year

Mission & Purpose

With over 120 offices and nearly 7,000 associates throughout the U.S., CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level. CBIZ has been honored to be the recipient of several national recognitions: 2020 Best Workplaces in Consulting & Professional Services by Great Place to Work® 2020 Workplace Excellence Seal of Approval by the Alliance for Workplace Excellence Top 101 2020 Best and Brightest Companies to Work For in the Nation 2020 Healthiest 100 Workplace in America 2021 Top Workplaces USA We are one of the nation's leading: Accounting Providers Employee Benefits Specialists Property & Casualty Brokerage and Risk Consulting Firms Valuation Firms Retirement & Investment Specialists CBIZ is associated with Mayer Hoffman McCann P.C. (MHM)*, a national, independent CPA firm. Through this association, we offer audit and attest services.