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Business Development Representative

Apex Benefits, Indianapolis, Indiana, us, 46262

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If you’re energized by outreach, motivated by results, and enjoy being the first touchpoint in the sales process, this could be a great fit!

Our successfully growing organization has been recognized repeatedly as a state and national Best Places to Work!

Apex Benefits offers competitive benefits, flexible work model, paid time off, a collaborative team environment, and advanced training and development.

This position is based on the north side of Indianapolis, Indiana and requires work on-site 4 days a week.

Job Summary A

Business Development Representative

is responsible for generating new business opportunities through targeted outreach, relationship building, and consistent follow‑up with prospective clients. This role identifies potential client needs, communicates the value of the organization’s products or services, and schedules initial appointments with Advisors.

Summary Of Essential Job Functions / Responsibilities

Proactively make a high volume of outbound phone calls to prospective clients, introducing Apex Benefits’ services and building initial rapport

Research and qualify leads to ensure alignment with target criteria and identify key decision‑makers within prospective organizations

Schedule and confirm introductory meetings for Advisors with qualified prospects, ensuring smooth calendar coordination

Maintain accurate and detailed records of outreach activity, leads, and appointments within the CRM system, updating notes regularly

Conduct timely follow‑up with warm leads and nurture relationships and maintain engagement until meeting is secured

Collaborate closely with the sales team to ensure smooth handoff of qualified leads and provide relevant context for successful meetings

Track and report daily, weekly, and monthly activity metrics, including call volume, conversion rates, and appointments set

Maintain a strong working knowledge of products, services, and industry trends to confidently answer prospect questions and position the company as a trusted partner

Identify opportunities for process improvement and share insights with management to enhance lead generation strategies

Consistently meet or exceed performance targets, including appointment‑setting goals and lead qualification standards

Minimum Requirements

Bachelor’s degree preferred; high school diploma or GED required

Previous experience in business development, telemarketing, or phone‑based sales is preferred

Ability to obtain and maintain required state insurance license within six months of employment

Comfortable making a high volume of outbound calls daily

Strong time management and organizational skills with ability to prioritize effectively

Excellent verbal communication and interpersonal skills

Ability to handle objections professionally while maintaining a positive attitude

Highly developed reasoning and problem‑solving skills

Positive, team‑oriented mindset with willingness to collaborate

Proficiency in Microsoft Word, Excel, PowerPoint, and basic web navigation

Physical Demands and Work Environment The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.

Must be able to read and edit spreadsheets, email and other related tools related to the role

Must be able to communicate extensively and effectively with staff and vendors via telephone/TDD, one‑on‑one conversations, face‑to‑face, public presentations, and written correspondence

Requires extensive use of keyboards, calculators, and other administrative equipment.

Must be able to process and maintain large volumes of documentation

Must be able to sit or stand for extensive periods of time and navigate through the office

Must be able to function within a moderate noise level office environment

Ability to travel to and work in the corporate office located in Indianapolis, Indiana is required, in addition to client locations.

Disclaimer The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.

Additional Information Apex Benefits Group, Inc believes in equal opportunity employment and does not discriminate based on age, race, color, religion, gender, sexual orientation, gender identity, gender expression, national origin, protected veteran status, disability, or any other legally protected status.

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