Junior Sales Development Representative

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Requirements:

• Strong communication and interpersonal skills, with a friendly and professional phone demeanor.
• High level of self-motivation and a results-oriented mindset.
• Ability to quickly build rapport with potential clients and effectively address their concerns.
• Excellent organizational skills and attention to detail for managing multiple leads and appointments.
• Previous experience in sales, customer service, or a related field is a plus but not required.
• Comfortable working independently in a fully remote environment.
• Familiarity with CRM software and basic computer proficiency.

Responsibilities:

• Conduct outbound calls to potential clients, qualifying leads based on their needs and eligibility.
• Engage in meaningful conversations to understand clients’ situations and explain the value of our Medicaid planning services.
• Schedule qualified appointments for Benefits Advisers to deliver tailored presentations and close deals.
• Maintain accurate and detailed records of client interactions and lead progress in the CRM system.
• Collaborate with the sales and marketing teams to refine outreach strategies and improve lead qualification processes.
• Consistently meet or exceed key performance metrics, including appointment setting and conversion rates.