25 Oct
|
Insurance Growth Network
|
Edmonton
25 Oct
Insurance Growth Network
Edmonton
The Sales Development Representative (SDR) is an entry-level sales role that generates new 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. 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 Conduct outbound outreach by phone, email, and approved social channels. Respond promptly to inbound inquiries, marketing leads, and referrals.
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. Share prospect feedback and common objections to help improve messaging. TEAM SUPPORT & DEVELOPMENT Attend weekly department L10 meetings, sales training, and call coaching.
Follow company policies and procedures, including the Employee Handbook and privacy and confidentiality requirements. KEY PERFORMANCE INDICATORS (KPI) Core Metrics This job operates in a professional office workplace.
📌 Sales Development Representative English Speakers (Edmonton)
🏢 Insurance Growth Network
📍 Edmonton