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Sales Specialist, B2B
Outsourcey. Identify and engage prospective clients, focusing on HR professionals and businesses seeking employee benefits, health, life, and annuity insurance solutions .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in B2B sales and lead generation, with a strong focus on employee benefits and insurance products. Proven ability to engage HR professionals and business decision-makers through effective communication and targeted outreach strategies.
Highest-signal resume keywords
B2B Sales ExperienceLead GenerationCold CallingInsurance KnowledgeCRM Proficiency
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Lead QualificationAppointment SettingEmail CampaignsProspect ResearchSales Prospecting
Soft Skills
Excellent CommunicationInterpersonal SkillsPersistenceProfessionalismTrust Building
Tools & Technologies
ApolloCloselyCRM SystemsEmail Sequencing Platforms
Industry Keywords
Employee BenefitsHealth InsuranceLife InsuranceDental InsuranceVision Insurance
Tech Stack
Tools & technologiesApollo
About the role
Key responsibilities & impact- Identify and engage prospective clients, focusing on HR professionals and businesses seeking employee benefits, health, life, and annuity insurance solutions
- Conduct high-volume cold calling, email outreach, and follow-up campaigns using Apollo, Closely, and other sales prospecting tools
- Qualify prospects, identify insurance and employee-benefit needs, and schedule qualified meetings for the sales team
- Develop professional, consultative relationships with HR professionals, business owners, and decision-makers
- Build, execute, and continuously improve targeted email and outbound campaigns based on industry, company size, role, and potential insurance needs
- Research prospects, identify decision-makers, understand current benefits or insurance arrangements, and determine fit before handing opportunities to the sales team
- Document prospect interactions, call outcomes, follow-ups, appointments, and lead status in the CRM
- Maintain clean and organized sales records
- Achieve outreach, qualified-lead, and appointment-setting goals
- Communicate prospect insights and opportunities to the sales team
Requirements
What you’ll need- 5+ years of proven B2B sales, business development, lead generation, appointment setting, or inside sales experience
- Insurance, employee benefits, or health insurance experience is a major plus
- Strong understanding of employee benefits and insurance products, including health, life, dental, and vision insurance, highly preferred
- Strong experience with cold calling, outbound email campaigns, lead research, prospect qualification, and meeting setting
- Hands-on experience with Apollo, Closely, CRM systems, email sequencing platforms, and other sales prospecting/outreach tools
- Excellent verbal and written communication
- Strong interpersonal skills, persistence, and professionalism
- Ability to build trust with HR professionals and business decision-makers
- Please attach your CV
Benefits
Comp & perks- Competitive salary
- Opportunity to shape the HR function of a rapidly growing BPO
- Work closely with a team of industry leaders who have successfully scaled BPOs in the past
- Career growth and development opportunities