What are the responsibilities and job description for the Business Development Representative position at Corgi?
Company Description Corgi is building the first AI-driven financial infrastructure company, focused on transforming how financial products are created, managed, and delivered. The team combines technology, data, and finance expertise to develop scalable solutions for modern investors and institutions. Corgi operates in a highly regulated, fast-moving environment where innovation and accuracy are equally important.
This role will be in support of Corgi's suite of insurance products. We are looking for hardworking people licensed in property and casualty insurance.
Role Description This is a full-time, on-site Business Development Representative role based in New Haven, CT. The Business Development Representative will identify and qualify new business opportunities through outbound outreach, inbound lead follow-up, and targeted prospecting within the financial services and related sectors. Day-to-day responsibilities include conducting discovery calls, presenting Corgi’s value proposition, and maintaining a structured pipeline using CRM tools. The role involves collaborating closely with sales, marketing, and product teams to refine messaging, support campaigns, and provide feedback from prospects and clients. The Business Development Representative will also track key performance metrics, prepare reports, and participate in meetings to help shape growth strategies.
Qualifications
- Candidates should possess strong Inside Sales and Lead Generation skills for managing pipelines and driving new opportunities.
- Candidates should possess effective Communication skills to engage prospects, explain complex financial concepts clearly, and build relationships.
- Candidates should possess solid Sales and Business Development skills to move prospects through the funnel and support revenue growth.
- Candidates should have proficiency with CRM systems, email and call outreach tools, and basic data analysis for tracking performance.
- Candidates should demonstrate a strong interest in financial services, fintech, or AI-driven products, with the ability to learn technical concepts quickly.
- Candidates should be highly organized, goal-oriented, and comfortable working in a fast-paced, metrics-driven environment.
- A bachelor’s degree in Business, Finance, Economics, Marketing, or a related field, or equivalent practical experience, is preferred.
- Prior experience in B2B sales, financial products, or startup environments is beneficial but not strictly required.