• Execute high-volume outbound prospecting via phone and email • Follow structured outreach sequences, call scripts, and qualification frameworks • Engage prospects to understand insurance needs, coverage gaps, and eligibility • Pre-qualify prospects by identifying interest level, decision-making readiness, and timing • Book confirmed, qualified appointments for licensed insurance agents • Maintain accurate and detailed records in CRM systems • Consistently meet or exceed performance metrics, including daily call volume targets of 100–200+ calls per day • Conduct follow-up and reminder calls prior to scheduled appointments • Communicate proactively with internal sales stakeholders regarding appointment status • Manage reschedules and no-shows, which are common in insurance sales

- Execute high-volume outbound prospecting via phone and email - Follow structured outreach sequences, call scripts, and qualification frameworks - Engage prospects to understand insurance needs, coverage gaps, and eligibility - Pre-qualify prospects by identifying interest level, decision-making readiness, and timing - Book confirmed, qualified appointments for licensed insurance agents - Maintain accurate and detailed records in CRM systems - Consistently meet or exceed performance metrics, including daily call volume targets of 100–200+ calls per day - Conduct follow-up and reminder calls prior to scheduled appointments - Communicate proactively with internal sales stakeholders regarding appointment status - Manage reschedules and no-shows, which are common in insurance sales

• Build and execute data-driven outbound strategies across email, LinkedIn, and other channels • Identify and prioritize key target accounts and decision-makers within our ICP • Research prospects and personalize outreach based on company, industry, and use case • Own early-stage pipeline generation and support overall sales growth • Maintain accurate activity, notes, and pipeline data in HubSpot • Experiment, measure, and iterate on outbound messaging and sequences to improve conversion • Collaborate with sales leadership to refine targeting, positioning, and outreach strategy

• Qualify: In this role you will primarily be the first point of contact for customers wishing to make use of Actian’s AI-powered data visualisation tool, which enables end users and Business Analysts to transform raw data into interactive, actionable insights via dashboards and reports through an easy-to-use interface. • In this role, you will gather information needed to qualify the prospects and document the information into a winning sales plan in salesforce.com. These will consist of reaching out to new contacts in existing customer accounts who are using other Actian solutions, as well as by reaching out to users of our free BI tools and upgrading them to more powerful paid-for editions. Success in this role could result in career growth as a full sales cycle seller and/or transition to other sales roles in other Actian units. • Stay organized and synthesize and report learnings from your client interactions on a regular basis to sales management, account executives – and take ownership to convert small data points & interactions into a new sales opportunity working in a sales team environment, with SDRs, Account Executives, Technical Engineering, and Customer Success. • The Sales Development Representative is the ‘tip of the spear’ that makes the best first impression with all new prospective customers – you get the meeting & create the best first impression.