1–2 years of experience in sales, business development, or customer-facing roles
Comfort with high-volume outbound calling and email outreach
Strong written and verbal communication skills
Experience using or willingness to learn CRM tools (HubSpot, Salesforce, or similar)
Requirements:
Outbound prospecting and lead generation through daily outbound calls and email sequences targeting insurance agencies
Qualify prospects to ensure a strong fit and schedule meetings directly onto Sales Advisors’ calendars, with reminders to drive show rates
Provide clean, detailed handoff notes and maintain accurate activity/status in CRM to support pipeline and collaboration with Sales Advisors
Job description
This is a remote position.
This company is a leading digital marketing provider for insurance agencies in the United States. They’re committed to providing our clients with customer service they love and solutions that deliver results. Also, it offers insurance agency websites, social media marketing, reviews & reputation management, pay-per-click advertising, and local listings management.
They are seeking a determined SDR, you will be responsible for prospecting, outbound outreach, and qualifying insurance agencies to schedule high-quality meetings for the Sales Advisors. This role is focused on generating a pipeline by engaging prospects through outbound calls, emails, and follow-up sequences, while ensuring meetings are properly qualified and held. The SDR will play a critical role in company's growth by creating consistent, qualified opportunities and executing clean handoffs to Sales Advisors who host the meetings. This role is ideal for someone who enjoys outbound prospecting, structured workflows, has the ability to be creative in outreach, and being the first point of contact in a consultative sales
process.
Responsibilities:
Outbound Prospecting & Lead Generation:
Conduct daily outbound outreach via phone calls and email sequences.
Prospect net-new insurance agencies, closed-lost opportunities, and targeted accounts.
Execute structured follow-up cadences to engage unresponsive prospects.
Research and personalize outreach to improve connection and response rates.
Meeting Qualification & Scheduling:
Qualify prospects to ensure strong fit prior to scheduling.
