Sales Development Representative

Symmetry Financial Group

Sales Development Representative generating and nurturing insurance leads for Choate’s insurtech agency. Building prospect relationships, presenting solutions, and optimizing sales performance.

Posted 8/14/2026part-timeRemote • 🇺🇸 United StatesJuniorWebsite

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 Experience

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 ThinkingOrganizationPlanningCustomer Service

Tools & Technologies

CRM SystemsSales Tools

Industry Keywords

Sales CycleCustomer NeedsIndustry 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
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
Employer does not sponsor residency

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
Potential full-time earnings of $85,000 to $225,000 per year (not guaranteed)