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Are you a strong salesperson looking to break into the insurance industry and build a career in sales?
The Sales Development Representative (SDR) role is the first step in our sales career path. SDRs work directly with prospective customers to validate insurance inquiries and prepare them for conversations with our licensed sales agents.
This role is designed for motivated salespeople who want to develop their skills, learn the insurance industry, and earn the opportunity to become a licensed insurance agent.
Top-performing SDRs can move into a Licensed Sales Agent role, where they advise customers, quote policies, and earn commission. This opportunity supports this transition by covering licensing costs and providing training.
What You’ll Do
As an SDR, you’ll be the first human touchpoint for customers shopping for insurance. Your job is to understand the customer’s needs, validate their information, and prepare them for a licensed agent.
Key responsibilities include:
- Speak with inbound leads and confirm intent, budget, and timeline
- Validate and update customer information including household, vehicle, and property details
- Collect missing information required for quoting and underwriting
- Use internal tools to determine the appropriate next step for each lead
- Transfer qualified customers to licensed sales agents
This role is focused on customer conversations, qualification, and sales preparation, not quoting or advising on insurance policies.
What You Bring to the Table
We’re looking for individuals who are naturally strong communicators and motivated to build a career in sales.
You may be a great fit if you:
- Love talking to customers and building rapport quickly
- Are competitive and motivated by performance and growth opportunities
- Thrive in fast-paced environments with high customer interaction
- Pay close attention to details and follow structured processes
- Are comfortable working with multiple systems and tools
Experience in sales, customer service, or high-volume customer interactions is helpful but not required.
Most importantly, you should be excited about building a long-term career in sales and growing into a licensed insurance agent.
What You’ll Earn & How You Grow
As an SDR, you’ll earn a competitive base salary plus performance-based incentives tied to your ability to engage customers and deliver qualified opportunities to the sales team.
Top-performing SDRs can transition into a Licensed Sales Agent role, where we will:
- Cover the cost of your insurance exam and licensing
- Providing training and mentorship from experienced sales leaders
- Offer a clear path from SDR → Licensed Sales Agent
Our licensed sales agents have uncapped earning potential – top performers consistently earn $100K+ – some break $160K!
For motivated salespeople, this role provides a clear path to build expertise in the insurance industry and significantly grow your earning potential.
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