Symmetry Financial Group
Sales Development Representative
Skills
2 months ago
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Important information
Contract type:
Permanent
Location:
Remote, OR 97458, USA
Work mode:
Remote
Published on:
11 August 2026
What they need
Welcome to the role of Sales Development Representative! In this role at the Choate Agency, you will be an integral part of our sales team, helping to generate and nurture new sales leads. You will be responsible for developing relationships with potential clients, building brand awareness, and driving business growth. With your enthusiasm, creativity, and drive, you will help our team create a successful sales strategy. We look forward to your contributions and to working with you!
Job Responsibilities
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.
Job RequirementsBachelor 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
About Choate:
Team Choate is a diverse group of people who have come together to reinvent and lead the future of insurance. We offer a rare mix of world-class product leadership and insurtech with a top-ranked culture, outstanding corporate support, and rapid customer traction combined with a vision big enough to change the world. Choate welcomes and celebrates individuals of all backgrounds.
Choate benefits include health, life, dental and vision. Current full time sales development representatives following our system typically earn $85,000 to $225,000 per year.
Employees can also take advantage of being able to work remotely, mentorship, coaching cohorts and online and or in-person training, as well as the top AI based technology for sales and team management. Parent Co Awarded Insuretech of the Year in 2024.
No agent s success, earnings, or production results should be viewed as typical, average, or expected. Not all agents achieve the same or similar results, and there is never a guarantee of results. Your level of success will be determined by several factors, including the amount of work you put in, your ability to successfully follow and implement our training and sales system and engage with our lead system, and the insurance needs of the customers in the geographic areas in which you choose to work. Our Team is here to support you, but you should always do your own diligence before making any decision and verify you are able to do the core activities required in this position. Success is your responsibility.
Disclaimer: This job posting & Location has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.
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