Sales Development Representative – Remote (US Insurance)

About the role

We are seeking an energetic Sales Development Representative to join our growing insurance agency. The role is 100% remote, targeting the U.S. Medicare and Property & Casualty market, and is open to candidates based in Colombia.

Key responsibilities

• Prospect and engage new leads through outbound calls, texts, email, and CRM campaigns.
• Respond promptly to inbound inquiries, qualify prospects and identify insurance needs.
• Generate qualified opportunities for licensed agents and schedule appointments with highly qualified prospects.
• Maintain consistent follow‑up until prospects are ready to meet an agent.
• Educate prospects using approved sales materials and scripts for Medicare and Property & Casualty products.
• Identify cross‑selling opportunities within the existing client base.
• Record accurate notes, activities, and tasks in the CRM and track pipeline, conversion rates, and sales metrics.
• Participate in lead nurturing, renewal, referral, and reactivation campaigns.
• Meet and exceed daily, weekly, and monthly KPIs for calls, conversations, appointments, and qualified opportunities.
• Follow agency procedures, privacy policies, and compliance guidelines.

Required profile

• Fluent conversational English with excellent verbal and written communication.
• Strong sales mindset, confident handling objections, and goal‑oriented.
• Highly organized with excellent follow‑up skills.
• Self‑motivated, results‑driven and comfortable working with daily KPIs.
• Reliable computer, headset, high‑speed internet and a professional home office setup.
• Experience using CRM systems, dialers, email platforms and appointment‑scheduling software.

Required skills

• Zoho CRM
• Bigin
• Appointment Plus
• DaySmart
• MedicareCENTER

What we offer

• 100% remote work from home.
• Competitive base compensation with performance‑based bonuses and incentives.
• Career growth opportunities and ongoing sales coaching.
• Collaborative, high‑performance team environment.