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Sales Development Representative

Remote, USA Full-time Posted 2026-06-18

The Choate Agency is a forward-thinking company in the insurance industry, seeking a Sales Development Representative to join their sales team. In this role, you will generate and nurture new sales leads, develop relationships with potential clients, and drive business growth through effective sales strategies.

Responsibilities

  • Identify and qualify potential new customers via exclusive lead system
  • Research, prioritize, and reach out to new prospects
  • Develop relationships with prospects and understand their needs
  • Monitor and nurture leads through the sales cycle
  • Schedule and attend virtual meetings with prospects
  • Prepare and deliver presentations to prospects
  • Track and report on sales activities and performance metrics
  • Collaborate with other departments to ensure customer satisfaction
  • Stay up to date on industry trends and best practices
  • Develop and implement strategies to optimize sales performance
  • Provide feedback and suggestions to improve sales processes and procedures

Skills

  • Bachelor's degree in business, marketing, or related field
  • A minimum of 1 year of experience in sales, customer service, or related field
  • Excellent communication and customer service skills
  • Ability to think strategically and identify opportunities
  • Strong organization, planning, and problem-solving skills
  • Ability to work independently and handle multiple tasks
  • Knowledge of sales processes and techniques
  • Ability to understand customer needs and develop solutions
  • Working knowledge of CRM systems and other sales tools
  • Experience with cold calling and lead generation

Benefits

  • Health
  • Life
  • Dental and vision
  • Work remotely
  • Mentorship
  • Coaching cohorts
  • Online and or in-person training
  • Top AI based technology for sales and team management

Company Overview

  • Strategic Advisory Group: CHOATE AG is a global strategy firm with a track record of helping companies achieve high-impact results by applying sophisticated analytics to devise solutions to complex issues, giving companies the answers they need to make critical decisions with greater clarity. It was founded in 2005, and is headquartered in New York, NY, US, with a workforce of 51-200 employees. Its website is http://www.thinkcapitaladvisors.com.
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