Sales Development Representative

About Us:
Beyond Health Partners, a Beyond Risk Management affiliate company, is a leading Program Manager in the medical stop loss insurance industry. We specialize in providing innovative solutions and expert management services to optimize risk mitigation and financial protection for our business partners. Our commitment to excellence and partnership satisfaction drives our mission to deliver unparalleled service in the stop loss industry.

We’re seeking a motivated and persistent Sales Development Representative (SDR) to join our high-energy team and be a frontline driver of our growth.

Position Summary:
As an SDR, you will play a critical role in generating new business opportunities by cold calling prospective clients, qualifying leads, and setting up appointments for our Production team. You’ll be the first voice our potential clients hear and a key player in helping them understand the power of insurance captives.

Key Responsibilities:

• Conduct high-volume outbound cold calls daily to businesses across targeted industries.
• Identify decision-makers and qualify prospects based on company size, risk profile, and insurance needs.
• Clearly communicate the benefits of joining a captive insurance program.
• Schedule meetings and hand off qualified leads to senior sales team members.
• Maintain and update CRM system with detailed call notes, lead status, and follow-up activities.
• Collaborate with marketing and sales teams to refine messaging and optimize outreach strategies.
• Meet or exceed weekly and monthly metrics (calls, conversations, appointments set, etc.).

Qualifications:

• 2+ years of experience in a sales or business development role (insurance or B2B sales preferred).
• Prior experience cold calling and handling high call volumes.
• Strong communication and interpersonal skills with a confident phone presence.
• Self-starter with high energy, persistence, and a competitive drive.
• Ability to quickly learn new concepts and explain them clearly to others.
• Familiarity with CRM systems (e.g., Salesforce, HubSpot) is a plus.
• Insurance industry knowledge or captive insurance exposure is a bonus but not required.

What We Offer:

• Medical & Dental Coverage - 100% of premiums paid by the company
• 401(k) contribution - 4% company match
• Remote flexibility
• Paid Time Off – 20 days of PTO, with 9 paid holidays and 1 floating holiday
• Opportunities for growth and development within the company

We are proud to be an equal opportunity employer. All qualified applications will receive consideration without regard to race, color, religion, sex, sexual orientation, national origin, ancestry, gender, gender identity and/or expression, genetic information, veteran status, disability, citizenship status, marital status, pregnancy, or any other characteristic protected by federal, state, or local employment discrimination laws.