• NAS Business Development Representative

    SCI Shared Resources, LLC (Houston, TX)


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    The Business Development Representative (BDR) is responsible for driving top-of-funnel activity by identifying, engaging, and qualifying potential customers across North America. Working remotely, this role supports both the Corporate and Market-Based Re-Engagement sales teams by setting qualified appointments using company-paid or company-assisted lead sources. This is a role committed to building a pipeline for a high-impact sales organization.

    JOB RESPONSIBILITIES

    + Complete a comprehensive onboarding program that requires successfully completing coursework, passing assessments, and demonstrating the appropriate skills to begin fulfilling the following responsibilities:

    + Conduct outbound outreach (calls, emails, and texts when appropriate) to company-provided leads.

    + Quality leads based on pre-defined criteria for re-engagement or market-based sales appointments.

    + Set and confirm appointments with Re-Engagement and Market-Based Advisors.

    + Leverage CRM, outreach programs, and technology to manage lead status, appointment activity, and follow-ups.

    + Collaborate with their Sales Managers and regional leadership to optimize messaging and campaign strategy.

    + Meet or exceed daily, weekly, and monthly KPI targets for outreach and appointments set.

    + Maintain accurate, up-to-date records in CRM.

    + Seek out a manager’s coaching to improve sales cycle, techniques, proficiency, and product knowledge

    + Complete annual certification on critical skills as deemed necessary for success.

    KEY SUCCESS METRICS

    + Activity Volume (calls, emails, texts)

    + Qualified Appointments Set (weekly/monthly)

    + Conversion Rate to Appointment (hold rate%)

    + Feedback from field sales teams

    MINIMUM** **REQUIREMENTS

    Education

    + High School Diploma or equivalent

    Licenses

    + Insurance license preferred, but not required

    Experience

    + Sales or Customer experience preferred

    + Previous experience with Customer Relationship Management (CRM) sales systems preferred

    + 1+ year in sales, customer service, call center, or outbound appointment setting preferred.

    Knowledge, Skills, and Abilities

    + High-energy, outbound-focused

    + Self-starter motivated by goals

    + Strong verbal and written communication skills.

    + Proficient computer skills including the MS Office suite

    + Proficient computer skills with CRM and Social Networking Apps preferred

    + Bilingual, knowledge of another language preferred

    + Professional attire is required when meeting with clients or representing the company

    + Professional, coachable, and goal-oriented

    + Able to work flexible hours, including evenings and weekends

    WORK CONDITIONS

    Work Environment

    + Work indoors during all seasons and weather conditions

    + Comply with the Corporate dress code policy

    + Reliable internet access

    Work Postures

    + Sitting continuously for many hours per day, up to 6 hours per day

    Physical Demands

    + Physical effort requiring manual dexterity is required, includes paperwork, calculators, computers and phone usage

    Work Hours

    + Working beyond “standard” hours as the need arises

     

    Postal Code: 77019

     

    Category (Portal Searching): Sales

     

    Job Location: US-TX - Houston

     

    Job Profile ID: S00169

     

    Time Type: Part time

     

    Location Name: SCI Corporate Office