Sales Development Representative

Assured Allies; Needham (MA); On-site; USD 50,000 - 65,000; Full time

Job summary

A leading insurance technology company is seeking a Lead Development Representative (LDR) in Needham, MA. This remote position involves qualifying agent interest and preventing unqualified agents from the sales pipeline. Candidates should have 1–3 years in inside sales or similar roles, strong communication skills, and the ability to maintain professional standards. Occasional travel to the Needham office may be required. This role supports scalable growth across the company's portfolio.

Qualifications

• 1–3 years of experience in inside sales, lead qualification, or related roles.
• Ability to follow defined screening criteria for agent qualification.
• Reliable internet connection and quiet workspace (if remote).

Responsibilities

• Initiate and qualify agent conversations through various outreach methods.
• Prevent unqualified agents from entering the sales pipeline.
• Facilitate introductions to the Sales team when appropriate.

Skills

Strong verbal communication skills

Attention to detail

Proficiency with CRM systems

Ability to handle inbound inquiries

Outbound calling comfort

Tools

CRM systems

Call tracking platforms

Job description

Overview

Lead Development Representative (LDR) - Temp to Perm

The Lead Development Representative (LDR) serves as the first line of evaluation for agents interested in selling the Bridge product. Through structured, high-level screening focused on professional background and licensing readiness, LDRs ensure that only qualified and suitable agents advance to sales conversations. This role supports strong relationships across carrier, distributor, and agent communities while enabling scalable growth across the Assured Allies portfolio.

Purpose of this role

The LDR role exists to separate, qualify, and evaluate incoming agent interest, including both inbound inquiries and targeted outbound (cold) outreach. By handling early-stage screening, LDRs allow Sales Directors to focus on high ROI conversations rather than preliminary qualification.

Responsibilities

• Initiate and qualify agent conversations through inbound leads and outbound outreach
• Ensure alignment with professional and set standards
• Prevent unqualified agents from entering the sales pipeline
• Support sustainable growth without compromising standards
• When connecting with agents already selling the Bridge product, assess interest in additional support and facilitate introductions to the Sales team when appropriate

Required Qualifications

• 1–3 years of experience in inside sales, lead qualification, business development, customer success, or call-based roles
• Strong verbal communication skills with the ability to conduct structured, professional conversations
• Comfort making outbound calls and handling inbound inquiries
• Ability to follow defined screening criteria and qualification frameworks
• Strong attention to detail and documentation accuracy
• Basic proficiency with CRM systems, scheduling tools, and call tracking platforms
• Ability to maintain professionalism, neutrality, and consistency across all agent interactions
• Reliable internet connection and quiet workspace (if remote)

Preferred Qualifications

• Experience working with licensed insurance agents, financial professionals, or B2B sales environments
• Familiarity with sales pipelines, lead stages, and handoff processes
• Experience supporting multiple stakeholders (e.g., Sales Directors, RevOps)
• Exposure to regulated industries (insurance, finance, healthcare)
• Comfort working in a metrics-driven environment

Note: This is currently a remote position. Occasional travel to our Needham, MA office for work functions may be required.

About us

It takes a world-class team to achieve ambitious goals like ours. We bring together intelligent and curious people from diverse professional backgrounds, all united by a shared commitment to our mission. You can learn more about our story here: https://assured.care/our-story/

You can also visit our website at http://www.assuredallies.com or find us on Twitter, Facebook, and LinkedIn.