Introduction Job Title: Sales Development Representative Schedule: Part-Time: 30hrs/week — schedule and location to be confirmed Location: Remote Focus: Insurance outreach, warm lead engagement, and sales handoffs Overview Are you confident on the phone, detail-oriented, and great at turning conversations into qualified opportunities? This role gives you the chance to connect with warm prospects and play a key part in moving them smoothly through the sales process. Join a team focused on insurance outreach and client engagement. As a Sales Development Representative, you'll connect with warm leads, introduce insurance options, verify important client information, and ensure qualified prospects are successfully passed to the sales team. This is a strong fit for someone who combines confident phone communication with careful attention to detail and can independently manage the handoff from prospective client to sales representative. Key Responsibilities Engage warm leads by phone and introduce available insurance options. Conduct initial calls to gather and verify client information. Review prospective client details and confirm their accuracy. Route qualified client information directly to the sales team. Record prospect information and interaction notes in central systems. Support smooth and effective handoffs between prospective clients and sales representatives. Must-Have Requirements 2+ years of experience in sales development or a phone engagement role. Strong phone communication skills when speaking with prospective clients. High attention to detail when verifying client information. Understanding of or background in insurance sales. Ability to work independently and manage handoffs effectively. Spanish-speaking. Nice-to-Have Requirements Direct experience in the insurance sector. Experience using customer relationship management (CRM) software. Familiarity with lead routing and verification workflows. Chinese-speaking. Why Join Us This role puts you directly at the start of the customer journey, where your communication and attention to detail can make a real difference. You'll work with warm prospects rather than starting entirely from scratch, while building strong experience in lead qualification, client engagement, and insurance sales support. If you're comfortable having meaningful conversations over the phone, enjoy getting the details right, and take pride in making sure qualified opportunities reach the right people, this role gives you the opportunity to make an immediate contribution while developing your sales career.

Sales Development Representative

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