The Sales Development Representative (SDR) is an entry-level sales role that generates current business opportunities for IGNs sales team.

The SDR researches and contacts business decision-makers, qualifies interest, and books first meetings for the assigned Producer or Advisor.

The SDR does not quote, recommend coverage, or close business; success is measured by the number and quality of qualified meetings booked and the new business they influence.

IGN hires SDRs in two lines of business: Employee Benefits and Property & Casualty (P&C;). Responsibilities are the same in both; the line of business determines the target market, discovery questions, and team the SDR supports. The role is designed as an approximately two-year development path toward a Business Development Representative or Producer

role.

KEY RESPONSIBILITIES

Research and build target prospect lists by industry, company size, and line of business.

Conduct outbound outreach by phone, email, and approved social channels.

Respond promptly to inbound inquiries, marketing leads, and referrals.

Lead Qualification & Discovery

Hold short discovery conversations to learn about the prospect's current program, provider, renewal date, and interest in a review.

Qualify leads against established criteria and determine the appropriate next step.

Nurture prospects who are not yet ready,



timing follow-up to renewal dates and business changes.

Meeting Booking & Handoff

Book qualified first meetings with the assigned Producer or Advisor.

Prepare clear handoff notes covering client context, needs, key contacts, and timing.

Refer coverage, pricing, and plan questions to appropriately licensed colleagues.

CRM & Activity Reporting

Record all outreach, discovery notes, and next steps accurately in the CRM.

Track activity and results against weekly, quarterly, and annual targets.

Share prospect feedback and common objections to help improve messaging.

TEAM SUPPORT & DEVELOPMENT

Attend weekly department L10 meetings, sales training, and call coaching.

Participate in company meetings and events.

Follow company policies and procedures, including the Employee Handbook and privacy and confidentiality requirements.

Model company values and contribute to a positive culture.

Perform other related duties as required.

KEY PERFORMANCE INDICATORS (KPI) Core Metrics
Meetings Scheduled > 2/week

This job operates in a professional office environment. This position description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required of the employee. Duties, responsibilities, and activities may change at any time.

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📌 Sales Development Representative (Alberta)
🏢 Insurance Growth Network
📍 Alberta