Sales Development Representative - Carrier Relationships

About the Role

The ideal candidate will have a strong background in B2B sales or a related field, with experience in the InsurTech or insurance industry being a significant plus. You will be working closely with the Account Management team to ensure seamless handovers and collaborative relationship-building efforts.

What You Will Do

• Develop and execute a strategic outreach plan to engage new insurance carriers and expand the company's network
• Conduct thorough research on potential carrier partners to identify key decision-makers and tailor your approach accordingly
• Utilize CRM software, such as Salesforce, to manage and track interactions with carriers, ensuring data accuracy and timely follow-ups
• Foster initial relationships with carrier representatives, addressing their needs and presenting the value proposition of partnering with The Zebra
• Secure introductory meetings for the Account Management team, ensuring a smooth transition and maximizing the potential for long-term partnerships
• Collaborate with internal stakeholders to refine the sales strategy, sharing insights and best practices to continuously improve outreach efforts
• Analyze sales data and performance metrics to optimize your approach and contribute to the team's overall success
• Stay up-to-date with industry trends and competitor activity, applying this knowledge to enhance your outreach and relationship-building strategies
• Participate in regular sales team meetings and training sessions to enhance skills and stay aligned with company objectives
• Maintain a high level of organization, prioritizing tasks effectively to meet or exceed performance targets

What We Are Looking For

• 1–3 years of experience in B2B sales or a related field, with a preference for candidates from the InsurTech or insurance industry
• Proven ability to work in a fast-paced, dynamic environment, with a track record of meeting or exceeding sales targets
• Exceptional verbal and written communication skills, with the ability to articulate complex ideas in a clear, concise manner
• High organizational skills, with proficiency in CRM software (e.g., Salesforce) and Microsoft Office applications (particularly Excel)
• A collaborative mindset, with a strong focus on teamwork and mutual support
• Resilience and patience, with the ability to handle rejection and maintain a positive, results-driven attitude
• Strong analytical and problem-solving skills, with the capacity to interpret sales data and adjust strategies accordingly

Nice to Have

• Experience with sales automation tools or marketing software
• Familiarity with the insurance or financial services sector, including relevant products and regulatory requirements
• Participation in ongoing learning and professional development, staying current with industry trends and best practices

Benefits and Perks

• Competitive compensation package, with a focus on recognizing and rewarding high-performance individuals
• Stock option offering, providing a unique opportunity for long-term wealth creation
• Comprehensive health, dental, vision, and disability coverage, ensuring your well-being and financial security
• HSA offering with employer contribution, supporting your healthcare needs and financial planning
• 401(k) plan with employer match, helping you build a secure retirement foundation
• Unlimited PTO (paid time off), allowing you to recharge and pursue your passions
• Flexible work arrangements, including remote work options, to support your work-life balance and productivity
• Wellness perk (
  00/month), recognizing the importance of your mental and physical well-being
• Pet adoption reimbursement ($300/year), celebrating your loved ones and supporting animal welfare
• Learning and development opportunities, investing in your growth and success as a professional

• Develop a strong understanding of the insurance industry, including key trends, challenges, and innovations, to enhance your outreach and relationship-building efforts. Leverage online resources, such as industry reports and news outlets, to stay informed and up-to-date.
• Refine your Salesforce skills, focusing on data management, workflow automation, and performance analytics, to drive efficiency and effectiveness in your role. Consider pursuing certifications or attending webinars to expand your expertise.
• Prepare for interviews by researching The Zebra's company culture, values, and mission, as well as the team you'll be working with, to demonstrate your enthusiasm and commitment to the company's vision. Review the company's website, social media, and recent press coverage to gain a deeper understanding of their operations and goals.
• Build a professional portfolio or personal website to showcase your sales achievements, skills, and experience, providing a central hub for your online presence and a valuable resource for potential employers. Utilize platforms like LinkedIn or GitHub to host your portfolio and connect with other professionals in your field.
• Practice your communication skills, focusing on clarity, concision, and persuasive ability, to effectively articulate your value proposition and build strong relationships with carrier representatives. Consider working with a career coach or mentor to refine your presentation style and receive feedback on your performance.