Job description
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Overview
We are hiring for a Sales Development Representative (VA Services) to drive new business growth for Virtual Assistant Services division.
This is a true hunter and full-cycle sales role focused on identifying and engaging prospective clients within the mortgage, insurance, and related financial services industries. The role will manage the sales process from outbound prospecting and lead generation through discovery, proposal development, negotiation, closing, and client handoff.
The ideal candidate is an experienced B2B sales professional with a proven track record in outbound sales, new business development, and closing. Experience selling Virtual Assistant, BPO, staffing, outsourcing, or workforce solutions is highly preferred.
Key Responsibilities
- Identify, research, and target prospective clients within the insurance, mortgage, and related financial services industries
- Conduct high-volume outbound prospecting through phone calls, email, LinkedIn, and other outreach channels
- Generate qualified leads and build a consistent sales pipeline
- Develop account penetration strategies to engage CEOs, business owners, executives, and operational decision-makers
- Conduct discovery calls to understand client needs, staffing gaps, operational challenges, and growth objectives
- Present and position Virtual Assistant Services based on client requirements
- Build trusted relationships with executives and business owners through consultative selling
- Manage opportunities through the complete sales cycle from prospecting through closing
- Prepare proposals, pricing recommendations, and client presentations
- Lead negotiations, overcome objections, and secure signed agreements
- Maintain accurate sales activity, opportunity tracking, and forecasting within CRM systems
- Coordinate with Recruiting, Operations, HR, IT, and Onboarding teams following contract execution
- Support a smooth transition from sales to implementation and client onboarding
- Stay informed on Virtual Assistant, staffing, outsourcing, and workforce solutions trends
- Maintain knowledge of mortgage and insurance industry workforce challenges and staffing needs
- Provide market feedback and competitive intelligence to leadership
Requirements
- Must have at least 3 years of B2B sales experience
- Proven success in outbound prospecting and new business development is REQUIRED
- Proven experience managing a sales cycle from lead generation through closing is REQUIRED
- Experience selling staffing, outsourcing, BPO, Virtual Assistant, workforce solutions, or related services is highly preferred
- Strong verbal communication, presentation, and phone-based sales skills
- Demonstrated ability to conduct discovery, qualify opportunities, handle objections, negotiate, and close
- Experience selling to executives, business owners, and operational decision-makers
- Experience using CRM platforms such as HubSpot, Salesforce, Zoho, or similar
- Comfortable working US business hours (9:00 AM - 5:00 PM EST)
- Mortgage or insurance industry experience is an advantage
- Experience selling to small and mid-sized businesses in the United States is an advantage
- Strong hunter mentality, resilience, accountability, and results orientation
- Must be legally eligible to work in the Philippines
Work Setup & Location
- Remote or office-based work setup
- Candidate must be based in the Philippines
- Must be willing and able to work in US business hours (9:00 AM - 5:00 PM EST)
- Must have a reliable internet connection and suitable work environment for professional sales calls
Preferred Qualifications
- Direct experience selling Virtual Assistant services or offshore staffing solutions
- BPO or outsourcing sales experience
- Mortgage industry knowledge or sales experience
- Insurance industry knowledge or sales experience
- Experience selling to US-based SMBs
- Experience with consultative and solution-based selling
Core Competencies
- Hunter Mentality
- Outbound Prospecting
- Lead Generation
- Consultative Selling
- Discovery & Qualification
- Relationship Building
- Negotiation & Closing
- Pipeline Management
- Strategic Thinking
- Communication & Presentation Skills
- Cross-Functional Collaboration
- Results Orientation