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Open nowPosted 262 days ago

Sales Development Representative (Insurance Industry)

Workable (global search)108,016 open roles

Where
Philippines
Work mode
Remote
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Your applicationOpen nowSales Development Representative (Insurance Industry)Workable (global search) · Philippines

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The clock on this job

Early applications get read.

7.9% of postings close within 7 days. Measured by our own scanner across the market. Workable (global search) postings stay open a median of 7 days.

Share of postings closed within
  1. 1.6%1 day
  2. 3.6%3 days
  3. 7.9%7 days
  4. 14.9%14 days
  5. 34.0%30 days
This job: posted 262 days ago

Workable (global search) median: 7 days open

The posting

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

Requirements

  • Proven experience in cold calling, SDR, or outbound appointment setting roles
  • Strong spoken and written English, with the ability to speak confidently with U.S. consumers
  • Solid objection-handling skills and ability to guide conversations toward next steps
  • Coachable and disciplined, with the ability to follow scripts and qualification guidelines
  • Results-driven mindset with strong accountability and consistency
  • Comfortable using CRM systems, dialers, and sales tools.
  • Prior experience setting appointments that resulted in closed insurance policies is a strong plus

Preferred Qualifications

  • Experience in insurance, financial services, or other regulated sales environments
  • Familiarity with insurance products such as health, life, auto, home, or supplemental coverage
  • Experience working with U.S.-based prospects
  • Prior use of CRM tools, dialing platforms, Google Sheets, Slack, or similar sales software

Benefits

If you're a detail-oriented, strategic financial expert who thrives on making a business more profitable and financially sound, we’d love to hear from you!

  • Remote Work: Work from anywhere—our team is global, and we value work-life balance.
  • Growth Opportunities: As a key player i you’ll have the chance to shape your role and grow with us.
  • Innovative Culture: Join a team that is passionate about leveraging data to solve challenges and drive success in a rapidly evolving market.

As part of our recruitment process, all candidates are kindly asked to read, understand, and agree to Lago’s Confidentiality and Non-Circumvention Agreement. This ensures a respectful and professional experience for everyone involved.

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