First Connect Insurance Services · 4 hours ago
Agency Sales Development Representative
First Connect Insurance Services is a digital platform providing independent insurance agents with access to top US carriers. They are seeking an Agency Sales Development Representative to drive new agency acquisition and revenue growth, focusing on identifying and converting independent insurance agencies into active partners.
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Responsibilities
Manage a high-velocity pipeline of outbound leads with a strong focus on daily activity and consistent follow-up
Execute high-volume outreach across phone, email, and other channels to engage and qualify prospects
Maintain accurate, organized, and up-to-date CRM records including notes, tasks, and next steps
Proactively source and pursue new agency opportunities
Own the full sales cycle from first touch to close and activation
Confidently overcome objections and navigate buying concerns
Consistently meet and exceed activity, conversion, and revenue targets
Identify prospect pain points and position First Connect’s value propositions as the solution
Lead discovery, demo, and closing conversations tailored to each agency’s needs
Execute an effective and repeatable sales process to convert leads into activated FC Agencies with short sales cycles
Follow defined sales processes while also contributing to continuous improvement
Maintain strong calendar management, follow-up discipline, and internal communication
Deliver on commitments to prospects and customers with a high standard of reliability and professionalism
Analyze what’s working and what’s not in your pipeline, messaging, and approach — and adjust tactics accordingly
Share insights and feedback to improve messaging, positioning, and conversion rates
Remain flexible and proactive as priorities and strategies evolve
Qualification
Required
3+ years of experience in sales, business development, or account management (preferably in insurance, SaaS, fintech, or a related field)
Comfort working in a high-volume, high-activity sales environment
Strong consultative selling and closing skills
High level of self-motivation, accountability, and ownership
Excellent organizational and time management skills
Strong written and verbal communication skills
Comfort working with CRM systems and sales tools
A growth mindset and desire to continuously improve
Benefits
Multiple medical plans to choose from and 100% employer-covered dental; vision plans for our team members and their families
A 401(k) retirement plan, short- and long-term disability, employer-paid life insurance, Flexible Spending Accounts (FSA) for health and dependent care, and an Employee Assistance Program (EAP)
Work-From-Home Stipend — Employer-provided WFH equipment and an $85 monthly expense stipend to ensure you’re set up for success
Equity — This position is eligible for equity compensation
Training and Career Growth — Training and internal career growth opportunities
Flexible Time Off — You know when and how you should recharge
Company
First Connect Insurance Services
First Connect Insurance Services helps connect independent agents with today’s “best-in-class” insurtech providers.
Funding
Current Stage
Growth StageTotal Funding
unknown2024-11-08Acquired
Recent News
Columbia West
2024-12-23
Coverager - Insurance news and insights
2024-11-20
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