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Sales Development Representative

Choate Agency
Stockton, CA Full Time
POSTED ON 2/10/2025 CLOSED ON 3/9/2025

What are the responsibilities and job description for the Sales Development Representative position at Choate Agency?

Choate Agency is looking for a Sales Development Representative to join our CA team. The Sales Development Representative prospects sales and qualifies leads for new and existing accounts.

The ideal candidate is someone with high energy, a curiosity about the industry, and tenacity. This person will bring new ideas, think outside the box, have a deep passion for the role and create ways to attain new accounts.  

Responsibilities: 

  • Generate appointment flow - Prospect new, exclusive sales leads by making an initial phone or email contact.  Engage the account and prepare them for the second appointment. Connect with as many leads as possible to encourage the purchase of the product offered.
  • Manage developed accounts – Stay in close contact with created accounts or leads and create brand awareness, educational opportunities, and request referrals.
  • Assist client in making best decision –  Prepare the best options for client meetings and execute paperwork.  

Requirements:

  • BS degree in Marketing or Business Administration is required
  • Hands-on experience with multiple sales techniques (including cold calls)
  • Experience with CRM software
  • Responsive to coaching
  • Understanding of sales performance metrics

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. 

Employees can also take advantage of being able to work remotely, mentorship, coaching cohorts and online and or in-person training.

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. 

Salary : $85,000 - $225,000

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