Insurance SDR: Prospect, Hit Goals, Grow with Training

The Juris Agency; San Antonio (TX); On-site; USD 42,000 - 70,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Mon-Fri Schedule

Hands on Training

Career Growth Opportunities

Job summary

The Alex Wilson Farmers Insurance Agency is seeking an energetic Sales Development Representative (SDR) to grow our agency by connecting with potential clients and creating new sales opportunities.

This role involves making outbound calls, starting conversations, gathering information, and helping turn prospects into qualified insurance opportunities for the sales team.

If you're competitive, coachable, and motivated by hitting goals, we'd love to meet you.

Qualifications

• Strong verbal communication and phone skills.
• Positive, professional, outgoing personality.
• Comfort making a high volume of outbound calls.
• Self-motivation and the ability to stay productive throughout the day.
• Strong follow-up and organizational skills.
• Competitive, goal-oriented mindset.
• Basic computer and CRM proficiency.

Responsibilities

• Make a high volume of outbound calls to prospective customers.
• Connect with leads and identify potential insurance needs.
• Gather and verify information needed to prepare insurance quotes.
• Generate qualified quote opportunities for the sales team.
• Consistently follow up with prospects who have expressed interest.
• Maintain accurate notes and activity within the agency's CRM.
• Work toward daily and weekly activity and production goals.
• Communicate effectively with the sales team to ensure smooth lead handoffs.
• Participate in ongoing sales training, coaching, and development.

Skills

Communication skills

Phone skills

Outbound calling

CRM familiarity

Bilingual English/Spanish

Tools

CRM software

Job description

The Alex Wilson Farmers Insurance Agency is seeking an energetic Sales Development Representative (SDR) to grow our agency by connecting with potential clients and creating new sales opportunities.

This role involves making outbound calls, starting conversations, gathering information, and helping turn prospects into qualified insurance opportunities for the sales team.

If you're competitive, coachable, and motivated by hitting goals, we'd love to meet you.