Sales Development Specialist

Globaltize; United States; Remote; USD 45,000 - 60,000; Full time

Job summary

Globaltize is seeking an experienced bilingual SDR/Appointment Setter to support a U.S.-based insurance organization. You will focus on outbound cold calling, lead qualification, CRM management, and booking qualified appointments for insurance agents.

You’ll work directly with the District Manager and an in-house sales team, helping generate new opportunities, maintain an active pipeline, and improve outreach efficiency.

Qualifications

• Proven experience in outbound sales, lead generation, and appointment setting.
• Hands-on experience executing high-volume outbound calling campaigns.
• Experience using CRM platforms to manage leads, follow-ups, and appointments.
• Strong prospect qualification and objection-handling skills.
• Fluent English and Spanish, with clear verbal communication skills.

Responsibilities

• Conduct high-volume outbound calls to engage potential prospects and candidates.
• Qualify leads and schedule appointments for insurance agents.
• Manage CRM records, lead follow-ups, and prospect nurturing activities.
• Facilitate live call transfers between interested prospects and insurance agents.
• Coordinate round-robin lead distribution across team members.
• Maintain accurate lead databases and contact information.
• Follow established sales workflows and SOPs.

Skills

Outbound sales

Lead generation

Appointment setting

CRM management

Qualification

Objection handling

Bilingual EN/ES

Tools

CRM systems

Job description

Employment Type: Full-Time (40 hours/week)

Schedule: Monday–Friday, 9:00 AM–5:00 PM CST

Overview

We're looking for an experienced Bilingual SDR/ Appointment Setter to support a growing U.S.-based insurance organization. You'll focus on outbound cold calling, lead qualification, CRM management, and booking qualified appointments for insurance agents.

You'll work directly with the District Manager and an in-house sales team, helping generate new opportunities, maintain an active pipeline, and improve outreach efficiency.

Key Responsibilities

• Conduct high-volume outbound calls to engage potential prospects and candidates.
• Qualify leads and schedule appointments for insurance agents.
• Manage CRM records, lead follow-ups, and prospect nurturing activities.
• Facilitate live call transfers between interested prospects and insurance agents.
• Coordinate round-robin lead distribution across team members.
• Maintain accurate lead databases and contact information.
• Follow established sales workflows and standard operating procedures (SOPs).

Requirements

• Proven experience in outbound sales, lead generation, and appointment setting.
• Hands-on experience executing high-volume outbound calling campaigns.
• Experience using CRM platforms to manage leads, follow-ups, and appointments.
• Strong prospect qualification and objection-handling skills.
• Fluent English and Spanish, with clear verbal communication skills.

Nice to Have

• Previous experience in insurance lead generation, insurance sales, or appointment setting for insurance agents.

Why Join?

Take ownership of outbound lead generation and contribute directly to the growth of an expanding U.S. insurance organization while strengthening your experience in sales operations and pipeline development.