Sales Development Representative

The Sales Development Representative (SDR) is an entry-level, non-licensed role focused on outbound and inbound prospecting. This position is designed for individuals who enjoy talking with people, following a structured process, and building confidence in a professional sales environment.

This role serves as a training and growth position, with clear opportunities to advance into Customer Service, Account Management, or Producer roles based on performance and consistency.

Annual Base Salary + Bonus Opportunities

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

• Make outbound calls to prospective clients using agency-provided scripts
• Handle inbound calls and route opportunities appropriately
• Qualify prospects and identify insurance quoting opportunities
• Transfer qualified opportunities to licensed team members
• Accurately document all activity and notes in the CRM system
• Follow daily call, activity, and follow-up standards
• Maintain professionalism and consistency in all client interactions
• Participate in ongoing coaching, training, and performance feedback

• Strong verbal communication skills
• Comfort speaking on the phone for extended periods
• Ability to follow scripts and established processes
• Organized, dependable, and detail-oriented
• Willingness to learn insurance fundamentals over time
• Basic computer skills (email, CRM systems, scheduling tools)
• Reliable attendance and punctuality

No insurance license required to start.