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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong business development capabilities through effective B2B outbound prospecting, utilizing advanced communication and organizational skills to secure appointments and drive sales. Proficient in CRM systems, particularly Salesforce, with a focus on meeting conversion targets and maintaining accurate records.
Highest-signal resume keywords
B2B Outbound ProspectingCRM ProficiencyAdvanced Communication SkillsSales ExperienceResearch Skills
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 TechniquesProspect QualificationObjection HandlingMeeting ConversionData Analysis
Soft Skills
Self-MotivatedGoal-OrientedAttention to DetailOrganizational SkillsTime Management
Tools & Technologies
CRM SoftwareSalesforce
Certifications & Qualifications
High School DiplomaGED
Industry Keywords
Business DevelopmentSales ConsultingOutbound CallingSocial SellingMarket Research
About the role
Key responsibilities & impact- Develop new business development skills for B2B outbound prospecting
- Secure initial appointments with prospective businesses for revenue-producing sales consultants
- Pursue a high volume of outbound prospects sourced through marketing efforts and service-line sales partnerships
- Use outbound calling, email messaging, and social selling techniques
- Research potential customers and identify appropriate contacts
- Evaluate and qualify prospect interest through phone conversations
- Overcome objections and connect prospects with sales consultants
- Initiate sales discussions between sales consultants and decision-makers
- Document findings and maintain accurate prospect interaction records in CRM software
- Log follow-up activities and maintain business relevance
- Meet and exceed scheduled-meeting and conversion-rate targets
- Monitor 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 advancement toward 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
- Preferred: bachelor's degree in Risk Management Insurance, Sales, Business, or a related field
- 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 using CRM systems; Salesforce experience preferred
- Willingness to learn about Advisory Services
Benefits
Comp & perks- Training: instructional, hands-on, sales tech process, sales coaching, and role-playing
- Ongoing sales development training
- B&I service line training
- Sales cycle and sales presentation fundamentals training
- Service line-specific training and coaching
- Opportunity to obtain licensing
- Career progression toward a sales producer position
- Access to Salesforce, SalesLoft, DemandBase, LinkedIn Sales Navigator, and other productivity tools