Sales Development Representative (SDR)

Role Overview

You’ll start conversations with insurance agents, agencies, and other lead buyers, conduct discovery, qualify them fast, and book meetings that our Account Executives can close.

What You Will Do

Prospect into insurance agents, agencies, and other lead buyers with outbound calls, virtual meetings, email, SMS, and other means. Follow up on inbound leads fast, qualify every prospect, book demos and meetings, and log every call, email, text, and note into our CRM.

Why It Might Be a Fit

You’ll be comfortable making a high volume of calls every day, have clear and confident communication, be disciplined about logging your work, and be competitive, coachable, and motivated by hitting your numbers.

Requirements

• Experience in a phone-heavy role: SDR/BDR, inside sales, call center, or another customer-facing seat.
• Clear, confident communication on the phone, in virtual meetings, by email, and by text.
• Discipline about logging your work in a CRM, every time.
• Competitive, coachable, and motivated by hitting your numbers.
• Quick learner who’s comfortable with a CRM, learning a new platform, a dialer, and email tools.