Sales Development Representative (Outbound Insurance Calling)

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

Job Description

At Fallon Insurance Agency, we believe you can have everything in life you want if you will just help enough other people get what they want. Every day, our team helps Wisconsin families protect their homes, cars, and futures with AAA insurance.

We are looking for an upbeat, coachable Sales Development Representative to be the first friendly voice our future clients hear. You will make outbound calls, have genuine conversations, and connect interested homeowners with one of our licensed agents through a live transfer. No insurance license is required. If you can smile through the phone, handle a “no” with grace, and pick up the next call with the same energy, we will teach you the rest.

This role offers base pay plus a monthly bonus based on the transfers you make. The more families you connect with our agents, the more you earn, with no cap on your bonus. You will also receive daily coaching, a supportive team, and a clear path to grow your career in insurance.

Benefits

• Paid Time Off (PTO)
• Health Insurance
• Dental Insurance
• Vision Insurance
• Career Growth Opportunities
• Mon-Fri Schedule
• Retirement Plan

Responsibilities

1. Make a high volume of outbound calls to homeowners and prospects every day
2. Start warm, genuine conversations and find out who would benefit from a AAA home and auto quote.
3. Ask simple qualifying questions and live transfer interested prospects to a licensed agent
4. Update each lead in AgencyZoom, mark it Transferred to Agent, and assign the agent who took the call.
5. Meet daily goals for calls and qualified transfers
6. Take part in daily coaching, role plays, and team huddles
7. Represent Fallon Insurance Agency and AAA with honesty, respect, and professionalism on every call

Requirements

1. A positive attitude and a desire to grow, with no insurance experience required
2. Comfort making 150 or more outbound calls a day
3. A clear, confident, and friendly phone voice
4. Resilience: you treat every “no” as one step closer to a “yes”
5. Basic computer skills and the ability to learn a CRM quickly
6. Reliable attendance and punctuality
7. Must be 18 or older and pass a background check
8. Phone sales, call center, or customer service experience is a plus