Sales Development Representative

Symmetry Financial Group

Sales Development Representative generating and nurturing leads for Choate Agency, an insurtech company. Building prospect relationships, driving business growth, and optimizing insurance sales performance.

Posted 8/9/2026full-timeRemote • 🇺🇸 United StatesJunior💰 $85,000 - $225,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in lead generation, customer relationship management, and sales strategy development. Proficient in utilizing CRM systems and delivering effective presentations to enhance customer engagement and satisfaction.

Highest-signal resume keywords

Lead GenerationCustomer Relationship ManagementSales Strategy DevelopmentExcellent Communication SkillsCold Calling

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Sales ProcessesLead QualificationSales TechniquesPerformance Metrics TrackingProblem-Solving

Soft Skills

Strategic ThinkingOrganizationPlanningIndependenceResponsiveness to Coaching

Tools & Technologies

CRM SystemsSales Tools

Certifications & Qualifications

Bachelor’s Degree in BusinessBachelor’s Degree in Marketing

Industry Keywords

Customer ServiceSales CycleProspect ResearchIndustry TrendsSales Performance Optimization

About the role

Key responsibilities & impact

Identify and qualify potential new customers via exclusive lead system
Research, prioritize, and reach out to new prospects
Develop relationships with prospects and understand their needs
Monitor and nurture leads through the sales cycle
Schedule and attend virtual meetings with prospects
Prepare and deliver presentations to prospects
Track and report on sales activities and performance metrics
Collaborate with other departments to ensure customer satisfaction
Stay up to date on industry trends and best practices
Develop and implement strategies to optimize sales performance
Provide feedback and suggestions to improve sales processes and procedures

Requirements

What you’ll need

Bachelor’s degree in business, marketing, or related field
A minimum of 1 year of experience in sales, customer service, or related field
Excellent communication and customer service skills
Ability to think strategically and identify opportunities
Strong organization, planning, and problem-solving skills
Ability to work independently and handle multiple tasks
Knowledge of sales processes and techniques
Ability to understand customer needs and develop solutions
Working knowledge of CRM systems and other sales tools
Experience with cold calling and lead generation
US residency required for licensing
Must be responsive to coaching and guidance and able to follow direction

Benefits

Comp & perks

Health insurance
Life insurance
Dental insurance
Vision insurance
Remote work
Mentorship
Coaching cohorts
Online and/or in-person training
Top AI-based technology for sales and team management