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About the Role
Primerica is seeking a Business Development Representative to prospect sales and qualify leads for new and existing accounts. This role acts as a liaison between marketing and sales teams, requiring curiosity, a results-driven approach, and a desire to expand market reach.
Responsibilities
- Prospect new sales leads through initial phone or email contact.
- Engage accounts and prepare them for Account Executives.
- Connect with leads to encourage product purchases.
- Serve as the point person for the team's sales lead qualification process.
- Maintain close contact with existing accounts and leads.
- Create brand awareness and educational opportunities.
- Request referrals from existing accounts.
- Coordinate in-person meetings and calls between new clients and Account Executives.
- Respond to client calls and emails.
- Identify client issues and suggest future or new products/services.
Requirements
- Experience with CRM software.
- Familiarity with MS Excel for analyzing spreadsheets and charts.
- Understanding of sales performance metrics.
Location
- North York
Work Type
- Onsite
About the Company
- Primerica is the largest independent financial services marketing organization in North America.
- For over 40 years, Primerica representatives have served Main Street families.
- Primerica provides a strong foundation of financial education.
- Primerica offers affordable solutions to meet client needs.
- Primerica offers the Financial Needs Analysis (FNA) to help families understand personal finances.