Openly→
Business Development Representative (Remote, US) at Openly in Remote
Entry LevelRemoteFull-timeRemote$55k–$60k/yr
Skills
sales techniquescold callingemail campaignsproperty & casualty insuranceinsurance product knowledgecrm softwaremicrosoft officegoogle workspacevalue-based sellingdata managementforecastingcustomer-centric mindsettrust building
Job Description
Summary: Openly is a company focused on redefining the insurance experience, aiming to provide customizable coverage at competitive prices. They are seeking a Business Development Representative to generate new relationships with prospective agencies, ensuring alignment with Openly's value proposition and facilitating the agency appointment process.
Responsibilities:
- Receive inbound leads and initiate the agency appointment process by triaging the agency against Openly’s appointment process
- Supplement the pipeline of agency appointments with outbound calls and email campaigns
- Cultivate relationships with the potential agency partners by providing an overview of Openly and understanding how Openly can fit into their business model
- Be able to do discovery and attain key metrics about agency and their business
- Build trust with agents by ensuring a seamless transition through the agency appointment process by adhering to Openly’s standard processes and setting expectations with the agents
- Set up meetings between prospective agencies and the Openly business development associates (BDAs)
- Ensure meetings are held between prospective agents and BDAs
- Manage and maintain strong data integrity and data hygiene in our CRM across leads, opportunities, and accounts
- Leverage data from opportunities in the pipeline to forecast monthly and quarterly results
- Provide weekly updates to the team regarding territory goals and objectives
Required Qualifications:
- 1+ years of outstanding sales performance with an ability to drive results and innovate in a fast-paced and dynamic environment
- 1 or more years of experience in P&C insurance industry preferred
- Experience with multiple sales techniques, including cold calling and email campaigns
- Consistent track record of achieving or exceeding sales targets
- Passion for helping partner agencies
- Strong organizational, negotiation, and value-based selling skills
- A customer-centric mindset with the ability to quickly establish trust and credibility
- Insurance product knowledge and the ability to gather additional knowledge rapidly
- Proficiency with Microsoft and Google products along with experience working with a CRM
- Willingness to travel up to 10% of the time
- Property & casualty insurance producer license, or the ability to get one within the first four weeks of employment
Required Skills: Sales techniques, Cold calling, Email campaigns, Property & casualty insurance, Insurance product knowledge, CRM software, Microsoft Office, Google Workspace, Value-based selling, Data management, Forecasting, Customer-centric mindset, Trust building
Benefits: Remote-First Culture - We supported #remotelife long before it was a given. We'll keep promoting it., Competitive Salary & Equity, Comprehensive Medical, Dental, and Vision Plan Offerings, Life and disability coverage including voluntary options, Parental Leave - up to 8 weeks (320 hours) of paid parental leave based on meeting eligibility requirements(Birthing parents may be eligible for additional leave through STD), 401K Company Contribution - Openly contributes 3% of the employee's gross income, even if the employee does not contribute., Work-from-home stipend - We provide a $1,500 allowance to spend on setting up your home workplace, Annual Professional Development Fund: Each employee has $2,000 in professional development (PD) funds to spend on activities or resources annually. We want each Openly employee to achieve personal and professional success and to feel supported, confident, and informed about improving their efficiency and productivity., Be Well Program - Employees receive $50 per month to use towards your overall well-being, Paid Volunteer Service Hours, Referral Program and Reward
Benefits
Remote-First Culture - We supported #remotelife long before it was a given. We'll keep promoting it.
Competitive Salary & Equity
Comprehensive Medical, Dental, and Vision Plan Offerings
Life and disability coverage including voluntary options
Parental Leave - up to 8 weeks (320 hours) of paid parental leave based on meeting eligibility requirements(Birthing parents may be eligible for additional leave through STD)
401K Company Contribution - Openly contributes 3% of the employee's gross income, even if the employee does not contribute.
Work-from-home stipend - We provide a $1,500 allowance to spend on setting up your home workplace
Annual Professional Development Fund: Each employee has $2,000 in professional development (PD) funds to spend on activities or resources annually. We want each Openly employee to achieve personal and professional success and to feel supported, confident, and informed about improving their efficiency and productivity.
Be Well Program - Employees receive $50 per month to use towards your overall well-being
Paid Volunteer Service Hours
Referral Program and Reward