Broker Business Development Representative

Position Overview

The Broker Sales Development Representative (SDR) serves as a key liaison between broker partners and prospective clients. This role is responsible for engaging with broker-referred prospects, delivering compelling product presentations, and advancing opportunities through the sales pipeline. The focus is on maximizing conversion and relationship value from broker-sourced opportunities.

Key Responsibilities

• Conduct high-quality product presentations and demonstrations for prospective clients referred by broker partners 
• Effectively communicate value propositions tailored to client needs and business objectives 
• Build and maintain strong, trust-based relationships with broker partners and referred prospects 
• Act as a professional extension of both the company and its broker network 
• Manage and nurture referred opportunities through early-stage sales conversations 
• Collaborate closely with Account Executives and internal teams to ensure seamless handoff and progression of qualified opportunities 
• Maintain consistent follow-up and engagement with prospects to drive conversion 
• Track and manage all activities and pipeline updates within CRM systems 
• Provide feedback to leadership on broker lead quality, client objections, and market insights 

Qualifications

• Proven experience in a sales development, inside sales, or client-facing sales role 
• Life and Health Licensure for your state must be obtained within 90 days of hire.
• Strong presentation and communication skills, with the ability to engage and influence decision-makers 
• Demonstrated ability to build and maintain professional relationships over time 
• Polished, professional presence with strong business acumen 
• Ability to quickly understand and articulate complex products or services 
• Experience working with partner channels, brokers, or referral-based sales models is a plus 
• Self-motivated, organized, and capable of managing multiple opportunities simultaneously 

Core Competencies

• Relationship Management: Skilled at developing long-term, mutually beneficial relationships 
• Sales Acumen: Understands sales processes, objection handling, and value-based selling 
• Communication: Clear, confident, and persuasive in both verbal and written interactions 
• Professional Presence: Represents the organization with credibility and polish 
• Collaboration: Works effectively across teams and with external partners 

Success Metrics

• Conversion rate of broker-referred leads to signed agreements.
• Meeting and presentation effectiveness (engagement and progression rates) 
• Pipeline velocity for referred opportunities 
• Broker and client satisfaction/relationship strength 

Travel Requirements

• Occasional travel up to 20% of the time.