Sales Development Representative (Insurance Industry)

Lago; Manila; Remote; PHP 1,785,714 - 2,976,190; Full time

Benefits offered by this job

Work from anywhere

Growth opportunities

Innovative culture

Job summary

A global sales company is seeking a Cold Caller to enhance its outbound sales operation. This role involves initiating conversations with potential customers, booking qualified appointments, and understanding insurance needs. Candidates should possess strong English communication skills, experience in cold calling, and familiarity with CRM tools. Remote work is allowed, and the company offers growth opportunities within a dynamic environment. Ideal for motivated individuals who thrive in a results-driven atmosphere.

Qualifications

• Proven experience in cold calling or outbound appointment setting roles.
• Experience setting appointments that resulted in closed insurance policies is a plus.
• Comfortable working in a regulated insurance environment.

Responsibilities

• Execute high-volume outbound prospecting via phone and email.
• Book confirmed, qualified appointments for licensed insurance agents.
• Maintain accurate and detailed records in CRM systems.

Skills

Cold calling

Strong spoken and written English

Objection-handling skills

Coachable and disciplined

Results-driven mindset

Familiarity with CRM systems

Tools

CRM systems

Dialers

Google Sheets

Slack

Job description

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

• 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

If you're adetail-oriented, strategic financial expertwho 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.