Remote Sales Development Representative

Summary

Join a mission-driven team as a Sales Development Representative (SDR) to assist the Executive Risks team in driving early stages of sales process by connecting with brokers and setting up key opportunities for Business Development team.

Requirements

• 1+ years of experience in a sales development or similar role, preferably in the insurance or tech industry
• Proficient in CRM systems and sales engagement tools (e.g., Salesforce, Outreach)
• Excellent verbal and written communication skills
• Strong organizational skills and attention to detail
• Ability to handle a high volume of calls and manage time effectively
• Team player with a strong sense of accountability

Responsibilities

• Conduct 80+ calls daily to engage brokers and schedule demos
• Work from a list of provided leads—no prospecting required
• Use pre-set email sequences to nurture broker relationships
• Set up meetings on Business Development calendars for product demos
• Assist in transitioning broker relationships to Business Development
• Communicate the value of Coalition products and our insurance platform to brokers
• Collaborate closely with the sales and executive risk teams to ensure a smooth handoff and effective communication between brokers and Business Development
• Meet or exceed performance targets, specifically the number of brokers quoted after demos

Benefits

• 100% medical, dental and vision coverage
• Flexible PTO policy
• Annual home office stipend and WeWork access
• Mental & physical health wellness programs (One Medical, Headspace, Wellhub, and more)!