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CBIZ

Sales Development Representative – Benefits, Insurance

CBIZ

. Develop B2B outbound prospecting skills and build a foundation for becoming a sales consultant .

Posted 10/21/2026full-timeWest Conshohocken • Pennsylvania • United StatesJunior💰 $26 - $31 per hourWebsite

Core Competencies

Role fit
Core Competencies

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

Demonstrates strong B2B outbound prospecting skills, advanced communication abilities, and proficiency in CRM systems to effectively secure appointments and drive sales discussions. Maintains a goal-oriented approach while leveraging research skills to identify and qualify prospects.

Highest-signal resume keywords
B2B Outbound ProspectingCRM ProficiencyAdvanced Communication SkillsSales ExperienceGoal-Oriented

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 TechniquesResearch SkillsObjection HandlingAppointment SettingData Conversion
Soft Skills
Self-MotivatedAttention to DetailOrganizational SkillsTime ManagementGoal Orientation
Tools & Technologies
CRM SoftwareSalesforce
Certifications & Qualifications
High School DiplomaGED
Industry Keywords
B2B SalesCustomer ServiceSales DevelopmentMarket ConditionsService-Line Partnerships

About the role

Key responsibilities & impact
  • Develop B2B outbound prospecting skills and build a foundation for becoming a sales consultant
  • Secure initial appointments between prospective businesses and revenue-producing sales consultants
  • Pursue a high volume of outbound prospects sourced through marketing efforts and service-line partnerships
  • 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
  • Stay informed about industry trends, market conditions, value differentiators, and competition
  • Report to the B&I Sales Development Manager
  • Progress through training, business development work, service-line transition, licensing, and preparation for a 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