The representative will identify and engage new commercial prospects using various outreach methods, qualify leads, and schedule introductory meetings for the leadership team. They must also maintain accurate CRM records and collaborate with internal teams on proposals.

The role involves mapping high-potential government agencies and non-profits, executing sophisticated multi-channel outbound campaigns, and qualifying inbound interest to book discovery meetings for Account Executives. This founding BDR will also strategize with sales leadership and meticulously track all activity in HubSpot to build the US Go-To-Market foundation.

The primary duties involve speaking with clients via phone or virtual platforms to understand their financial priorities and suggest appropriate insurance and planning options. This also includes assisting with applications, maintaining accurate records, and continuing skill development through training.

The primary duties involve speaking with clients via phone or virtual platforms to understand their financial priorities and suggest appropriate insurance and planning options. This also includes assisting with applications, maintaining accurate records, and continuing skill development through provided training.