Sales Development Representative (Insurance Industry)

Position: Cold Caller

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