Internal Sales Representative

About Milliman Connect

Milliman Connect is a digital platform by Milliman that provides tools and services for insurance and

financial industry clients. It offers data analytics, reporting, and risk management solutions to streamline

operations and improve decision-making

Key Responsibilities

• Lead Generation & Qualification: Identify and qualify new sales opportunities through
  
  

inbound inquiries, outbound calling, emails, and social media outreach.

• Customer Engagement: Conduct product presentations, demos, and discovery calls to
  
  

understand client needs and recommend appropriate solutions.

• Pipeline Management: Maintain accurate and up-to-date records of leads, prospects, and
  
  

sales activities using CRM software.

• Collaboration: Work closely with marketing and business development teams to execute
  
  

campaigns and follow up on leads.

• Sales Support: Assist field sales and account managers in proposal creation, quotation,
  
  

coordination with internal departments and customer onboarding.

• Target Achievement: Meet or exceed monthly/quarterly sales targets and KPIs.
• Client Retention: Proactively engage existing customers to identify upselling and crossselling opportunities.
• Provide feedback on market trends, customer needs, and competitor activities.
• Participate in ongoing training and professional development initiatives.
  
  

Qualifications

• Bachelor’s degree in Business, Marketing, IT, or a related field.
• 1–3 years of experience in inside sales, telesales, or lead generation, preferably in the
  
  

software/SaaS or IT services industry.

• Strong verbal and written communication skills.
• Familiarity with CRM tools (e.g., Salesforce, HubSpot) and Microsoft Office Suite.
• Tech-savvy, with the ability to understand and articulate software solutions.
• Self-motivated and target-driven with a strong desire to succeed.
  
  

Preferred Skills

• Experience in B2B software or SaaS environments.
• Knowledge of solution selling or consultative sales methodologies.
• Ability to handle objections and close deals independently.
• Exposure to cloud, cybersecurity, ERP, or IT managed services is a plus.
• Ability to work effectively in a fast-paced, team-oriented environment.
• Demonstrated commitment to diversity, equity, and inclusion in the workplace.
  
  

What We Offer

• Competitive base salary with performance-based incentives
• Ongoing training and professional development
• Supportive team culture and career advancement opportunities
• Flexible work environment