Sales Development Assistant

Experience more with a career at COUNTRY Financial!

We’re excited you’re interested in a career at COUNTRY as we strive toward our vision - to enrich lives in the communities we serve. Our footprint spans coast to coast. But more important than where we operate, is the people who do the work. Apply today to help our organization grow and make a difference for our clients.

About the role

Supports new business growth by generating, qualifying, and progressing a pipeline of sales opportunities through proactive outreach and timely response to inbound leads. Engages prospective and existing customers to gather key information, assess readiness, and connect qualified opportunities to sales representatives for quoting and conversion. Accountable for call efficiency, lead quality, and effective handoff to support overall pipeline, quote, and cross-sell objectives.

How does this role make an impact?

• Conducts inbound and outbound calls and outreach to prospects and clients to identify opportunities, assess readiness, and progress leads toward quoting or scheduled sales engagement.
• Qualifies and triages leads by gathering household, vehicle, and risk information to support accurate downstream quoting and effective sales follow-up.
• Creates and maintains prospect records, opportunities, and related documentation within CRM systems, ensuring data accuracy and visibility across the sales pipeline.
• Schedules and coordinates follow-up activities, including appointments and warm hand-offs to sales representatives, ensuring timely connection and continuity.
• Re-engages previously quoted, single-line, and unqualified leads to identify new or expanded opportunities and position them for conversion.
• Ensures complete and accurate transfer of prospect information to sales representatives, supporting effective follow-up and improved close outcomes.
• Completes post-sale and administrative support activities, including client communications, record updates, and account assignment to ensure continuity of service.
• Responsible for activity and pipeline development metrics such as call volume, lead creation, appointments scheduled, and sales support contributions, while adhering to established processes and quality standards.

Do you have what we're looking for?

• Excellent phone and customer service skills
• Strong communication, interpersonal, and problem solving skills
• Ability to multitask effectively, including carrying a discussion with prospects while entering information into our CRM
• Self motivated & the ability manage challenging goals
• Desire to win & differentiate yourself through performance
• Typically requires a high school diploma or GED and at least 1 year of related experience.

Base Pay Range:

$34,400-$47,300

The base pay range represents the typical range of potential salary offers for candidates hired. Factors used to determine your actual salary include your specific skills, qualifications and experience.

Incentive Pay:

In addition to base salary, this position is eligible for a Short-Term Incentive plan.

Why work with us?

Our employees and representatives serve nearly one million households with our diverse range of personal and business insurance products as well as retirement and investment services. We build relationships and work together to create a stronger, more secure future for our clients and our communities. We’re a big company, yet small enough you can make an impact and won’t get lost in the shuffle. You’ll have the opportunity to learn and grow throughout your career, either within this role or by exploring other areas of our business.

You’ll be able to take advantage of our benefits package, which includes insurance benefits (medical, dental, vision, disability, and life), 401(k) with company match.

COUNTRY Financial is committed to providing equal opportunity in all areas of employment, and in providing employees with a work environment free of discrimination and harassment. Employment decisions are made without regard to race, color, religion, age, gender, sexual orientation, veteran status, national origin, disability, or any other status protected by applicable laws or regulations.

Come join our team at COUNTRY today!

Start a corporate career with COUNTRY Financial® today!

COUNTRY is headquartered in Bloomington, IL and offers hybrid, onsite and remote opportunities.

If you're based at our Bloomington, IL corporate office, you'll enjoy a hybrid work schedule - three days in the office and two days working remotely. For roles posted as remote, candidates who live more than 50 miles from Bloomington, IL may qualify for a fully remote arrangement.

From the moment you’re hired, we invest in you. We know job satisfaction fuels your contribution, so we offer competitive benefits and make investments that help you achieve your professional goals:

• Insurance benefits (medical, dental, vision, disability and life)

• 401(k) with company match

• Paid time off, parental leave, paid company holidays and paid time off to volunteer in your community

• Tuition assistance and industry education certificates and designations

• Employee resource groups to connect with your peers.

Take the next steps to experience more with careers at COUNTRY Financial and apply today!

Have additional questions? Get in touch with Human Resources at jobs@countryfinancial.com

Provide your information to our recruiters for future opportunities by joining our talent community.

Check out additional opportunities:

• to invest in your future with a COUNTRY Financial Internship

• sales opportunities through Agency Careers

• at our parent company Illinois Farm Bureau

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COUNTRY Financial® is a family of affiliated companies (collectively, COUNTRY) located in Bloomington, IL. Learn more about who we are.

Investment management, retirement, trust, and planning services provided by COUNTRY Trust Bank®. The investment objectives, risks, charges, and expenses of an investment company should be carefully considered before investing.