Sales Development Representative

Job Summary

The Sales Development Representative works remotely in our virtual call center using our advanced cloud-based technology.  The SDR is the face of our company and interacts with potential clients at the beginning of their journey.  The SDR qualifies leads and makes billable transfers to our licensed insurance agents.  Representatives must live in one of the following states: Alabama, Arizona, Georgia, Illinois, Kansas, Michigan, Minnesota, Missouri, Mississippi, Nevada, North Carolina, North Dakota, South Carolina, Tennessee, Texas, Virginia, or Wisconsin. 

Job Description

Essential Functions

  • Develop rapport and a great first impression with prospective clients. 
  • Receive and make calls to prospects who have requested quotes for insurance. 
  • Handle and overcome objections to successfully transfer consumers to licensed insurance agents. 
  • Meet or exceed monthly call transfer goals and other key performance indicators.
  • Abide with state regulations and comply with company policies and procedures.
  • Serve as a brand ambassador.
  • Answer and disposition client calls via our predictive dialer Convoso.
  • Access the company-issued Microsoft 365 account to check email (Outlook) and monitor team communications (MS Teams).
  • Participate in weekly huddles.
  • Complete department and company-mandated training promptly. 

Other duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required of the employee for this job. Duties, responsibilities, and activities may change at any time, with or without notice.

Job Specification

Education and experience

  • 1+ years of inside sales experience or call center experience is preferred.
  • High school diploma required. 


  • Excellent verbal communication skills. 
  • Ability to work remotely and manage a work/life balance. 
  • Ability to be confident and display an outstanding phone presence.
  • Ability to create trustful engagements.
  • Excellent interpersonal.
  • Excellent sales and customer service skills.
  • Ability to learn and adapt to changes quickly.
  • Ability to function well in a high-paced and, at times, stressful environment.
  • Proficient with Microsoft Office 365 or related software.

Supervisory Responsibilities:

  • None

Other Requirements

  • Reliable high-speed Internet (50mps)
  • PC with 8 megabytes of RAM
  • Reliable Wi-Fi if not plugged directly into an Internet router.
  • Reliable headset
  • Reliable computer with a working webcam

Work environment: 

  • Working indoors 
  • Excessive noise, continuous conversations
  • Working around computers and cords

Physical Demands

While performing the duties of this job, the employee is regularly required to sit for long periods, talk, and hear.  Employees must frequently use their hands and fingers to view a computer screen or monitor. 

Travel requirements


Work authorization:

You must be a US citizen; we do not provide sponsorship.

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