PRIMARY OBJECTIVE: To schedule new business appointments for the designated Producer(s) by contacting potential customers over the phone, via email, LinkedIn, and other outreach strategies as directed by the designated Producer(s) and/or Director of Business Development.

POSITION QUALIFICATIONS:

• Adhere to CRS Core Values and Code of Ethics
• Work well with CRS staff and management
• 1-3 years of previous experience in customer service or telemarketing preferred
• Able to accept constructive feedback and continually improve sales techniques
• Ability to secure new business appointments using persuasive language and techniques
• Fluency in English is essential
• Excellent communication and interpersonal skills
• Experience in a position where meeting sales goals was an important indicator of performance

DUTIES & RESPONSIBILITIES

• Adhere to CRS Core Values and Code of Ethics
• Work with team members to meet sales and performance goals set by Director of Business Development
• Continually develop and refine a pipeline/list of prospects following the criteria provided by the Producer(s) and/or Director of Business Development
• Utilize CRM to track prospecting data and activity
• Meet or exceed assigned weekly and monthly call and appointment setting goals
• Follow and continually improve the prepared sales script to secure new business meetings
• Persuasively engage potential customers in conversation to explain the CRS value proposition and secure meetings
• Ask relevant leading questions to understand the customer's needs and recommend the best product or service for their purposes
• Accurately document the customer's personal information including phone number, address and other information in Salesforce as requested by Director of Business Development
• Utilize Salesforce to maintain detailed records of outgoing and inbound calls as well as follow-up information and outcomes
• Other duties as needed or assigned