Sales Development Representative (Insurance)

Job Description

Job Description

Overview

A growing nationwide insurance brokerage is seeking motivated and outgoing Sales Development Representatives (SDRs) to join its team. The organization helps customers find suitable home, auto, and personal insurance coverage and works closely with mortgage, real estate, and other referral partners to connect with customers who are actively reviewing their insurance needs.

This is an excellent entry-level sales opportunity for someone who is confident speaking with people, motivated by goals, and interested in building a long-term career in insurance. No previous insurance experience is required, with training and development provided.

The Role

The Sales Development Representative will engage primarily with warm, partner-generated leads through phone, text, and email. Rather than traditional cold calling, the focus is on speaking with customers who have entered the pipeline through mortgage, real estate, and other business partnerships.

The SDR will qualify potential customers, understand their insurance needs and timelines, and connect qualified prospects with licensed insurance agents.

This position is designed as a fast-track development opportunity, with successful SDRs potentially progressing into a licensed insurance agent role in approximately six months, providing increased responsibility and earning potential.

Responsibilities

• Connect with warm, partner-generated leads via phone, text, and email.
• Ask qualifying questions to understand customers' insurance needs and timelines.
• Identify interested and qualified customers and connect them with licensed insurance agents.
• Follow up consistently with customers who are not yet ready to move forward.
• Maintain accurate customer notes, activities, and updates within the CRM.
• Deliver a helpful and professional customer experience throughout each interaction.
• Participate in ongoing sales training, coaching, and team meetings.
• Work toward established daily activity and performance goals.

Requirements

• No previous insurance experience required.
• Comfortable speaking with customers over the phone.
• Friendly, confident, and professional communication style.
• Motivated by goals and performance-based incentives.
• Organized and able to consistently follow structured processes.
• Coachable, dependable, and eager to learn.
• Comfortable working within a fast-paced, performance-driven environment.

Nice to Have

Previous experience in customer service, retail, hospitality, call centers, appointment setting, or sales is beneficial but not required.

Compensation

$21/hour + performance-based incentives.

Location

Scottsdale, Arizona, Full-time, in-office position.

Benefits

• Medical, dental, and vision benefits
• Paid time off
• 401(k)
• Training and ongoing coaching
• Clear progression toward becoming a licensed insurance agent
• Long-term career growth opportunities within insurance and sales