Sales Development Representative Insurance Industry

Position: SDR

Schedule: Mountain Standard Time (Dayshift) (Monday-Friday 8:30am-4:30pm MST)

We are building a high-performing outbound sales operation and are looking for driven, disciplined, and coachable Sales Development Representatives (Cold Callers) to support an insurance-focused sales team.

This role centers on outbound prospecting and appointment setting for licensed insurance professionals. You will initiate conversations with potential customers, identify insurance needs, pre-qualify prospects, and book high-quality appointments that convert into policy sales.

This is not a traditional call-center role. We are looking for confident communicators who can think on their feet, build trust quickly, and operate effectively in a regulated insurance environment.

Key Responsibilities

• Execute high-volume outbound prospecting via phone and email
• Follow structured outreach sequences, call scripts, and qualification frameworks
• Engage prospects to understand insurance needs, coverage gaps, and eligibility
• Pre-qualify prospects by identifying interest level, decision-making readiness, and timing
• Book confirmed, qualified appointments for licensed insurance agents
• Maintain accurate and detailed records in CRM systems
• Consistently meet or exceed performance metrics, including daily call volume targets of 100–200+ calls per day
• Conduct follow-up and reminder calls prior to scheduled appointments
• Communicate proactively with internal sales stakeholders regarding appointment status
• Manage reschedules and no-shows, which are common in insurance sales

Requirements

• Proven experience in cold calling, SDR, or outbound appointment setting roles
• Strong spoken and written English, with the ability to speak confidently with U.S. consumers
• Solid objection-handling skills and ability to guide conversations toward next steps
• Coachable and disciplined, with the ability to follow scripts and qualification guidelines
• Results-driven mindset with strong accountability and consistency
• Comfortable using CRM systems, dialers, and sales tools.
• Prior experience setting appointments that resulted in closed insurance policies is a strong plus

Preferred Qualifications

• Experience in insurance, financial services, or other regulated sales environments
• Familiarity with insurance products such as health, life, auto, home, or supplemental coverage
• Experience working with U.S.-based prospects
• Prior use of CRM tools, dialing platforms, Google Sheets, Slack, or similar sales software

Benefits

If youre a detail-oriented, strategic financial expert who thrives on making a business more profitable and financially sound, we’d love to hear from you!

• Remote Work: Work from anywhere—our team is global, and we value work-life balance.
• Growth Opportunities: As a key player i you’ll have the chance to shape your role and grow with us.
• Innovative Culture: Join a team that is passionate about leveraging data to solve challenges and drive success in a rapidly evolving market.