Sales Development Representative

Brown & Brown is seeking a Sales Development Representative to join our growing team in Wakefield, MA!  

The Sales Development Representative will focus on acquiring new clients and will also play a pivotal role in cross-sell, upsell, and retention campaigns. This may be accomplished by establishing strong broker, agency, and /or producer relationships through frequent contact, clear knowledge of company strategy and superior product and industry knowledge. 

How You Will Contribute:  

• Identify and qualify potential leads through research, networking, and outbound activities. 

• Work closely with the Growth Marketing team to align on targeted outreach campaigns and strategies 

• Engage with prospects through various channels (email, phone, social media) to understand their needs, challenges, and how our solutions can address them 

• Adopt a holistic approach to sales by identifying opportunities for cross-selling, upselling, and retention within existing accounts 

• Collaborate with partners to co-create marketing initiatives, events, and referral programs to expand the customer base.  

• Nurture relationships with potential clients, providing them with relevant content, product updates, and solutions that address their business needs 

• Collaborate with the customer success team to ensure smooth transitions and consistent value delivery to clients 

• Regularly update CRM systems with accurate customer and prospect information  

• Analyze sales data and metrics to improve strategies and forecast future sales trends 

• Organize sales strategies and coordinate activities to support, such as visits to insurance broker offices, meetings, and networking events. 

Licenses and Certifications:  

• Insurance Producer license in good standing (authorities in states needed to write / service business) 

Skills & Experience to Be Successful: 
 

• Minimum education – Bachelor’s degree  

• 2-3 years of experience in a sales or growth marketing role, preferably in a B2B setting 

• Experience with CRM systems, marketing automation tools, and sales enablement technology 

• Proven track record of meeting or exceeding sales targets. 

• Proficient knowledge in Microsoft Windows environment, including but not limited to Word, Excel, Power Point, and Publisher. Able to create, edit, and merge letters, spreadsheets, labels, etc. 

• Ability to maintain a high level of confidentiality 

• Strong communication and interpersonal skills, with the ability to build genuine relationships (Exceptional telephone demeanor) 

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