Outbound Insurance SDR | Daily Coaching & Bonus Potential

Fallon Insurance Agency; Oshkosh (WI); On-site; USD 33,000 - 50,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Vision Insurance

Career Growth Opportunities

Mon-Fri Schedule

Retirement Plan

Job summary

Fallon Insurance Agency in Oshkosh, Wisconsin seeks an upbeat Sales Development Representative to be the first friendly voice our potential clients hear. You will make outbound calls, have genuine conversations, and connect homeowners with licensed agents through live transfers; no license is required to start.

You will earn base pay plus a monthly bonus based on transfers you generate, with no cap on earnings. Daily coaching, a supportive team, and clear growth paths in insurance await.

Qualifications

• Positive attitude with a desire to grow; no insurance experience required.
• Capable of making 150 outbound calls per day.
• Clear, confident phone voice.
• Resilience: handles rejection gracefully.
• Basic computer skills and ability to learn a CRM quickly.
• Reliable attendance and punctuality.
• Must be 18+ and pass a background check.
• Phone sales or customer service experience is a plus.

Responsibilities

• Make a high volume of outbound calls to homeowners and prospects daily.
• Start warm, genuine conversations and identify who would benefit from a AAA home and auto quote.
• Ask qualifying questions and live transfer prospects to a licensed agent.
• Update each lead in AgencyZoom, mark as Transferred to Agent, and assign the agent.
• Meet daily goals for calls and qualified transfers.
• Participate in daily coaching, role plays, and team huddles.
• Represent Fallon Insurance Agency and AAA with honesty, respect, and professionalism on every call.

Skills

Outbound calling

Communication skills

CRM proficiency

Team collaboration

Tools

AgencyZoom

Job description

Fallon Insurance Agency in Oshkosh, Wisconsin seeks an upbeat Sales Development Representative to be the first friendly voice our potential clients hear. You will make outbound calls, have genuine conversations, and connect homeowners with licensed agents through live transfers; no license is required to start.

You will earn base pay plus a monthly bonus based on transfers you generate, with no cap on earnings. Daily coaching, a supportive team, and clear growth paths in insurance await.