Insurance Sales Development Representative (SDR)

Job Description

Job Description

What You'll Do

• Call and re-engage warm leads (6 months 3 years old) to generate fresh interest.
• Identify prospects who are ready for a quote and live-transfer them to licensed agents.
• Follow up on leads that requested quotes online or in the past.
• Make a high volume of outbound calls daily using our CRM system.
• Track activity metrics and results accurately.
• Begin state licensing process (paid for by us) with the goal of promotion to Licensed Sales Producer.

Benefits

Hourly Base Salary Based on Experience

Paid Time Off (PTO)

Hands on Training

Flexible Schedule

Responsibilities

Requirements

Experience & Education : High school diploma (required); prior phone, customer service, or sales experience preferred but not required.

Communication Skills : Clear, confident, and professional phone presence with strong listening and conversation ability.

Work Ethic & Attitude : Reliable, coachable, goal-oriented, and able to stay motivated through high call volumes.

Technical Ability : Comfortable using computers, CRM tools, and phone software; organized with attention to detail.

Career Growth Mindset : Willing to obtain a Property & Casualty license (paid for by the agency) and grow into a sales / producer role.