Welcome to the role of Sales Development Representative! In this role at the Choate Agency, you will be an integral part of our sales team, helping to generate and nurture new sales leads. You will be responsible for developing relationships with potential clients, building brand awareness, and driving business growth. With your enthusiasm, creativity, and drive, you will help our team create a successful sales strategy. We look forward to your contributions and to working with you! Job Responsibilities • Identify and qualify potential new customers via exclusive lead system • Research, prioritize, and reach out to new prospects • Develop relationships with prospects and understand their needs • Monitor and nurture leads through the sales cycle • Schedule and attend virtual meetings with prospects • Prepare and deliver presentations to prospects • Track and report on sales activities and performance metrics • Collaborate with other departments to ensure customer satisfaction • Stay up to date on industry trends and best practices • Develop and implement strategies to optimize sales performance • Provide feedback and suggestions to improve sales processes and procedures. Job Requirements • Bachelor’s degree in business, marketing, or related field • A minimum of 1 year of experience in sales, customer service, or related field • Excellent communication and customer service skills • Ability to think strategically and identify opportunities • Strong organization, planning, and problem-solving skills • Ability to work independently and handle multiple tasks • Knowledge of sales processes and techniques • Ability to understand customer needs and develop solutions • Working knowledge of CRM systems and other sales tools • Experience with cold calling and lead generation About Choate: Team Choate is a diverse group of people who have come together to reinvent and lead the future of insurance. We offer a rare mix of world-class product leadership and insurtech with a top-ranked culture, outstanding corporate support, and rapid customer traction combined with a vision big enough to change the world. Choate welcomes and celebrates individuals of all backgrounds. Choate benefits include health, life, dental and vision. Current full time sales development representatives following our system typically earn $85,000 to $225,000 per year. Employees can also take advantage of being able to work remotely, mentorship, coaching cohorts and online and or in-person training, as well as the top AI based technology for sales and team management. Parent Co Awarded Insuretech of the Year in 2024. No agent’s success, earnings, or production results should be viewed as typical, average, or expected. Not all agents achieve the same or similar results, and there is never a guarantee of results. Your level of success will be determined by several factors, including the amount of work you put in, your ability to successfully follow and implement our training and sales system and engage with our lead system, and the insurance needs of the customers in the geographic areas in which you choose to work. Our Team is here to support you, but you should always do your own diligence before making any decision and verify you are able to do the core activities required in this position. Success is your responsibility.

• Research and identify enterprise prospects within the US energy ecosystem, with a focus on large-scale multifamily and commercial property operators with high energy demand • Build and maintain high-quality lead lists using online platforms, databases, and business directories • Identify key decision-makers and map organizational structures within target accounts • Enrich and maintain accurate CRM data to support outbound sales efforts • Qualify leads based on energy usage, portfolio size, and alignment with clean energy infrastructure solutions • Collaborate with sales and marketing teams to refine ideal customer profiles and outbound strategy • Continuously improve lead generation processes, targeting accuracy, and data quality

• Drive qualified investor conversations and schedule discovery calls for investments starting at $25,000+ • Conduct outbound outreach via LinkedIn, email and other professional channels • Follow up with warm leads already in our pipeline • Engage with family offices, high-net-worth individuals, and sophisticated investors • Qualify interest and schedule discovery calls on the Founder’s calendar • Maintain accurate CRM records of all interactions and follow-ups • Proactive outbound research via LinkedIn, email, and other professional channels

WHO WE ARE Zeta Global (NYSE: ZETA) is the AI-Powered Marketing Cloud that leverages advanced artificial intelligence (AI) and trillions of consumer signals to make it easier for marketers to acquire, grow, and retain customers more efficiently. Through the Zeta Marketing Platform (ZMP), our vision is to make sophisticated marketing simple by unifying identity, intelligence, and omnichannel activation into a single platform – powered by one of the industry’s largest proprietary databases and AI. Our enterprise customers across multiple verticals are empowered to personalize experiences with consumers at an individual level across every channel, delivering better results for marketing programs. Zeta was founded in 2007 by David A. Steinberg and John Sculley and is headquartered in New York City with offices around the world. To learn more, go to www.zetaglobal.com. Zeta Sales Development Representatives are responsible for qualifying leads at the initial stages in the sales funnel. They must research potential clients, connect with and educate prospects and qualify leads before handing them off to the closers of the sales team. Essential Responsibilities: - Meet all KPIs as set forth by the Manager of Sales Development - Consistently meet or exceed assigned monthly, quarterly and annual quota - Drive the acquisition of new logos within the target market - Efficiently and effectively qualify and process assigned leads into sales opportunities - Become versed in our industry leading technology offerings - Research and gather business intelligence - Drive traffic to and assist with generating attendance at trade shows and other events - Provide follow-up activities consistent with the lifecycle of the sale to ensure meetings are completed Qualifications: - Clear, controlled and professional communication skills required - must be able to converse effectively with C-suite executives. - Organizational skills with thorough follow-through and attention to detail. - Strong, assertive, and demonstrable sales aptitude. - Ability to learn the business benefits of technology and confidently articulate those benefits to a prospect. - Ability to adapt, contribute and succeed in a fast paced, rapidly changing, technology sales environment - Ability to develop trust and relationships with prospects and customers - Excellent verbal and written communications skills and an outgoing, energetic presence - Excellent phone, written inquiry, and presentation skills. - Effective time management and organizational discipline. - Knowledge of MS Office products - Knowledge of sales technologies, including lead management software, Salesforce CRM, data platforms etc Desired Characteristics - 2-3 years of sales experience, with a history of exceeding lead targets - Strong communication skills via phone and email - Proven creative problem-solving approach and strong analytical skills - Strong desire and ability to move up within a sales organization BENEFITS & PERKS - Unlimited PTO - Excellent medical, dental, and vision coverage - Employee Equity - Employee Discounts, Virtual Wellness Classes, and Pet Insurance And more!! SALARY RANGE The salary range for this role is $70,000 - $100,000.00, depending on location and experience. PEOPLE & CULTURE AT ZETA Zeta considers applicants for employment without regard to, and does not discriminate on the basis of an individual’s sex, race, color, religion, age, disability, status as a veteran, or national or ethnic origin; nor does Zeta discriminate on the basis of sexual orientation, gender identity or expression. We’re committed to building a workplace culture of trust and belonging, so everyone feels invited to bring their whole selves to work. We provide a forum for employees to celebrate, support and advocate for one another. Learn more about our commitment to diversity, equity and inclusion here: https://zetaglobal.com/blog/a-look-into-zetas-ergs/ ZETA IN THE NEWS! https://zetaglobal.com/press/?cat=press-releases #LI-Remote