Sales Development Representative - Farmers Insurance

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

Job Description

About the Job

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

This is a great opportunity for someone who is comfortable on the phone, enjoys talking to people, and isn't afraid of a fast-paced, goal-driven environment. You'll be responsible for making outbound calls, starting conversations, gathering information, and helping turn prospects into qualified insurance opportunities for our sales team.

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

About Our Agency

At the Alex Wilson Farmers Insurance Agency, we believe strong results come from consistency, teamwork, and great customer relationships. Our team is focused on continued growth while helping individuals and families find insurance solutions that fit their needs.

We provide training, support, and opportunities to develop valuable sales and communication skills while working alongside an experienced insurance team.

Benefits

• Paid Time Off (PTO)
• Mon-Fri Schedule
• Hands on Training
• Career Growth Opportunities

Responsibilities

What You'll Be Doing

As an SDR, your primary focus will be prospecting and creating opportunities for the sales team. You'll spend a significant portion of your day communicating with potential customers and keeping the sales pipeline moving.

Responsibilities include:

• 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.

Requirements

What We're Looking For

We're looking for someone who is confident, persistent, and comfortable initiating conversations. You don't need to know everything about insurance on day one, but you should be willing to learn and able to take coaching and put it into action.

Ideal candidates will have:

• Strong verbal communication and phone skills.
• A positive, professional, and 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.
• A competitive, goal-oriented mindset.
• Basic computer and CRM proficiency.
• Previous sales, telemarketing, customer service, or call-center experience is preferred but not required.
• Bilingual English/Spanish is a plus.

Why Join the Wilson Agency?

This role gives you the opportunity to develop real-world sales experience while becoming an important part of a growing agency. You'll receive training and coaching designed to strengthen your prospecting, communication, and sales skills.

For the right person, this position can also provide a pathway toward additional responsibilities and future advancement within the insurance industry.