FreshRemote.Work

Business Development Representative

Walnut Creek, CA

Who We Are

Woodruff Sawyer has been an industry leader for over 100 years. As a top insurance brokerage, our clients range from small start-ups to some of the most innovative companies in the world. Here, your unique expertise and perspective helps move companies ahead and your career forward.

We believe in supporting the whole lives and careers of our employees. That’s why, through excellent benefits and opportunities, and a genuinely inclusive and collaborative environment, we create the space for you and your career to flourish.

As an employee-owned company, we build toward the next decade, not just the next quarter. Our independence means you answer to great ideas and client success, not short-term profits, while our ESOP program allows you to build long-term wealth and ownership in the company. At Woodruff Sawyer, you own your future.

How We Work

We are excited to offer a hybrid workplace that we believe is a win for our people, for our business, and for our clients. Our policy has been carefully and thoughtfully designed to combine the benefits of collaborating, learning and mentoring, and bonding with our teams in-person while enjoying the flexibility of working remotely up to 3 days a week.

All roles are hybrid unless otherwise indicated on the job post. Find our office locations here

About the Role

As a Business Development Representative at Woodruff Sawyer, you’ll be a key player in growing our business. Reporting to the Director, Sales Operations and Enablement, you’ll help us shape the newest part of our marketing and sales growth engine while gaining a deep understanding of the industry.

What You’ll Do

  • Drive growth and revenue through the research and development of leads on target lists.​
  • Conduct discovery calls and qualify leads prior to connecting them with production teams.​
  • Send invitations and encourage prospective clients to attend WS events.​
  • Develop and execute outreach campaigns aligned with the needs of the business.​
  • Maintain accurate client records in Salesforce, tracking key activity metrics.​
  • Foster relationships with prospective clients with strategic communications.​
  • Partner with marketing, Practice and Growth Leadership to manage outbound campaigns to increase lead volume

This job is for you if…

  • You’re energized by forming new connections and building long-term relationships
  • You have a high EQ, can handle complex situations, and think creatively
  • You’re highly organized with excellent communication skills
  • You are curious with a desire to learn and grow
  • You’re both willing to take action and intrigued by creating the new

Experience & Qualifications

  • Prior experience in lead generation, account management, or a customer-facing role
  • Bachelor’s degree in business, marketing, or a related field
  • Experience with the Salesforce ecosystem is a plus
  • Experience in insurance or a similar service-based industry, B2B environment, and/or selling or marketing to the C-suite is preferred
  • Broker’s license required to be obtained during onboarding period (within 90 days of start date)

Don’t meet every single preferred qualification? Studies have shown that underrepresented populations are less likely to apply to jobs unless they meet all qualifications. At Woodruff Sawyer we are dedicated to building a diverse, inclusive, and authentic workplace, so if you’re excited about this role but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyway. You may be just the right candidate for this or other roles. 

More About Us

Compensation: Anticipated salary between $74,000 – $99,000. Salary offered will be dependent upon geography, experience, and expertise of the candidate.

This position is eligible to participate in an incentive program to earn additional compensation with a target equivalent to 25% of salary annually, based on individual and Company performance.

#LI-HYBRID

Our Benefits Include

  • Medical, Dental, and Vision coverage
  • 401k Retirement Plan with company match
  • Ownership in the company through our ESOP (Employee Stock Ownership Program) and profit sharing
  • Paid vacation, holidays, and sick days
  • Life Insurance, Short-term, and Long-Term Disability benefits
  • Flexible Spending Account (FSA)
  • Wellness programs and workplace flexibility benefits
  • Professional development and reimbursement programs
  • Added perks like discounted event tickets, pet insurance, financial coaching, identity theft protection, milk stork, etc.

Compensation and Benefits are what Woodruff Sawyer in good faith believes are accurate for this role at the time of this posting. 

Woodruff Sawyer is an Equal Opportunity Employer.

Our Equal Employment Policy incorporates our commitment to maintain an environment free of discrimination and to comply with all federal, state and local laws providing equal employment opportunities.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

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Job Profile

Regions

North America

Countries

United States

Restrictions

Hybrid work; remote up to 3 days a week

Benefits/Perks

Employee Ownership Hybrid work Hybrid Work Environment Hybrid workplace Incentive Program Inclusive culture Long-term wealth building Professional development

Tasks
  • Conduct discovery calls
  • Develop outreach campaigns
  • Drive growth and revenue
  • Foster client relationships
  • Maintain client records
  • Partner with Marketing
Skills

Account management Business Development Communication Insurance Insurance brokerage Lead Generation Marketing Outreach Campaigns Relationship building Salesforce

Experience

1-3 years

Education

Bachelor's degree Business Equivalent Marketing Related Field

Certifications

Broker's License

Timezones

America/Anchorage America/Chicago America/Denver America/Los_Angeles America/New_York Pacific/Honolulu UTC-10 UTC-5 UTC-6 UTC-7 UTC-8 UTC-9