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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong business development skills in B2B outbound prospecting, utilizing advanced communication and organizational abilities to secure appointments and drive sales. Proficient in CRM systems and capable of leveraging marketing-driven data to enhance prospect engagement and conversion.
Highest-signal resume keywords
B2B Outbound ProspectingSales Consultant DevelopmentCRM ProficiencyAdvanced Communication SkillsObjection Handling
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales ExperienceCustomer Service ExperienceResearch SkillsTime Management SkillsAttention to DetailGoal OrientationSalesforce ExperienceMeeting Conversion Rate TargetsOutbound Calling TechniquesEmail Messaging Techniques
Soft Skills
Self-MotivatedOrganizational Skills
Tools & Technologies
CRM Software
Certifications & Qualifications
High School DiplomaGED
Industry Keywords
Business DevelopmentSalesProspectingAdvisory ServicesMarket ConditionsIndustry Trends
About the role
Key responsibilities & impact- Develop new business development skills for B2B outbound prospecting
- Build the foundation to become a successful sales consultant
- Secure initial appointments with prospective businesses for revenue-producing sales consultants
- Report to the B&I Sales Development Manager
- Pursue a high volume of outbound prospects sourced through marketing efforts and partnerships with service line sales leaders
- Use outbound calling, email messaging, and social selling techniques to secure first appointments
- Research potential customers and identify appropriate contacts
- Evaluate and qualify prospect interest through phone conversations
- Overcome objections and gain prospect acceptance to connect with sales consultants
- Initiate sales discussions between sales consultants and decision-makers
- Document findings and maintain accurate prospect interaction and sales activity records in CRM software
- Log follow-up activities and maintain business relevance with prospective companies
- Meet and exceed scheduled meeting and conversion-rate targets
- Monitor industry trends, market conditions, value differentiators, and competition
- Progress through training and development toward a B&I service line and sales producer position
Requirements
What you’ll need- High School Diploma or GED required
- At least 1 year of sales and customer service experience
- Advanced verbal and written communication skills
- Advanced organizational and time management skills
- Advanced research skills
- High attention to detail
- Self-motivated
- Goal-oriented
- Bachelor's degree in Risk Management Insurance, Sales, Business, or a related field preferred
- Comfortable making a high volume of phone calls while maintaining quality output
- Experience using marketing-driven data to convert prospects from brand awareness to meeting-ready
- Demonstrated skill in overcoming objections and driving desired outcomes
- Proficiency in Customer Relationship Management (CRM) systems; Salesforce experience preferred
- Willingness to learn about Advisory Services