This is a remote position.
Position Overview
The SDR plays in managing and overseeing the lead conversion process. You will act as a bridge between the marketing and sales teams, qualifying and converting leads to support our growth objectives
About Us
We are Virtue Health, a forward-thinking organization dedicated to simplifying self-funding for brokers and employers by designing innovative health plans that enhance benefits while effectively reducing risk. Our mission is to empower businesses with smarter, more sustainable healthcare solutions.
Our Big Idea:
Revolutionize health benefits for small to midsize businesses with a turnkey solution that delivers the advantages of large corporate plans. Through the power of group purchasing and innovative strategies, we empower employers to reinvent their health plans—offering better benefits, reducing risk, and creating smarter, more sustainable healthcare solutions for their teams.
Our Core Values:
Be Virtuous: Act with integrity, honesty, and ethical principles in all interactions, ensuring trust and respect are foundational to our actions.
Be a Problem Solver: Approach challenges with a solution-oriented mindset, leveraging creativity and critical thinking to overcome obstacles efficiently.
Be Accountable: Take responsibility for your actions and decisions, upholding commitments and maintaining transparency with colleagues and clients.
Do Whatever It Takes: Demonstrate unwavering dedication and perseverance, going above and beyond to achieve goals and deliver exceptional results.
What It's Like to Work Here
At Virtue Health, we thrive on an unwavering passion for success, continuous improvement, and driving meaningful change. Every day is an opportunity to challenge the status quo and push ourselves further. Our team is filled with individuals who are hungry for success and dedicated to achieving greatness. Here, you'll find:
A culture that celebrates hunger, ambition, and a relentless drive for excellence.
A high-energy, fast-paced environment where every team member’s contribution plays a vital role in our collective success.
Opportunities to stretch your skills, grow your knowledge, and be part of something larger than yourself, all while constantly improving.
The satisfaction of knowing your work impacts real-world change and transforms the future of healthcare.
Key Responsibilities
Handle both outbound and inbound customer calls.
Set appointments between brokerages and our sales team.
Promote products and services, including upcoming webinars.
Deliver high-quality customer service by understanding and addressing brokerage needs.
Develop and maintain customer relationships while qualifying leads.
Key Qualities We Are Looking For
Strong communication skills in English (C1 level minimum).
A proactive approach with the ability to adapt to rapid changes and ambiguity.
Goal-oriented with a focus on driving results.
A customer-centric mindset with the ability to identify and address client needs.
Collaborative and a team player, capable of working with both marketing and sales teams.
Core Efficiencies
This role requires strengths in:
Lead qualification and conversion.
Calls and other outreach methods ( Inmails, emails, etc)
Client relationship management.
Time management and the ability to work autonomously.
Knowledge of CRM systems, particularly Zoho CRM.
Strong sales acumen with an understanding of customer needs and objections.
Objectives
Successfully convert leads into qualified opportunities for the sales team.
Set a consistent number of appointments each week.
Deliver engaging presentations of services and webinars to potential clients.
Maintain accurate and up-to-date client profiles in the CRM system.
Demonstrate high-quality customer service by addressing brokerage needs and concerns.
Meet or exceed individual lead conversion and appointment-setting targets.
Develop an in-depth understanding of the US insurance industry to engage in meaningful conversations with potential clients.
What Success Looks Like in the First 90 Days
Successfully set at least 20 appointments for the sales team with qualified brokerages by the end of the first 90 days.
Demonstrate proficiency in using Zoho CRM to track leads and interactions, achieving 90% accuracy in lead entries by the end of the first 60 days.
Demonstrate comprehensive product knowledge by achieving a 90% or higher score on a product knowledge assessment by the end of the first 60 days.
Who This Role Is Not For
This role is not for those who:
Prefer a highly structured, slow-paced environment where change is minimal.
Are not comfortable with rapid growth, ambiguity, and an environment that requires you to be flexible and adapt quickly.
Lack a strong drive for excellence and continuous improvement in both individual and team performance.
Are not passionate about being part of a team that challenges one another to be better every day.
Education and Experience
At least 2 years of experience in a similar SDR role.
Proven success in client engagement and lead conversion.
Experience with CRM systems, preferably Zoho CRM.
Salary and Compensation
We offer a competitive salary along with Individual+Company performance bonuses and commissions. Our compensation structure is designed to reflect that increased responsibility, results, and leadership drive higher pay within our organization.
Location
LATAM - Remote
Physical Requirements
This position requires the ability to sit or stand for extended periods and use a computer for prolonged periods.
Commitment to Diversity
Virtue Health is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all team members.
Virtue Health Recruitment Process
Apply now to join our team and be part of a journey that makes a difference!
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