This vacancy is opened on our outsourcing project.

The client is an American company that has been offering digital billing services and payment solutions to the insurance industry since the 1950s, evolving from a family-built general agency to a leader in premium financing, software, and business process outsourcing for the property and casualty insurance sector.

The ideal candidate will possess demonstrated hands-on experience in the insurance, property and casualty or finance sectors, a strong work ethic, excellent communication skills, and a commitment to continuous professional development and mastery of their craft.

Position Purpose:

The Sales Development Representative seeks new opportunities for our sales team by contacting and developing relationships with potential clients. This position generates sales opportunities and contributes to company’s long-term business growth.

Duties and Responsibilities:

• Utilize a consistent contact attempt process via phone and email to follow-up, nurture, and qualify leads.
• Prospect, educating, and qualifying leads to create sales-ready opportunities to hand over to Account Executives and Regional Vice Presidents.
• Develop and maintain daily plans (KPIs) to maximize phone time, including pre-call planning, adhering to territory hours, and customizing scripts and outreach cadences to market segments and prospect types.
• Work with Sales and Marketing to develop strategic contact lists and maintain quality contact data within the CRM and database.
• Report to the Manager of Business Development on (weekly/monthly/quarterly) lead generation results.
• Maintain industry and technology knowledge to ensure that you remain a trusted resource for prospects and customers and will successfully manage and overcome prospect objections.

The performance of SDR will be evaluated based on his/her effectiveness in meeting the following KPIs on an ongoing basis:

• Make 150 outbound calls per week (~30 in a daily basis)
• Send 150 emails per week (~30 in a daily basis)
• Set up 8 qualified meetings per month (~2 in a week basis)

Position requirements:

• Fluency in English (verbal and written)
• Minimum of 2 years’ proven work experience as a Sales Development Representative, Sales Account Executive or similar role.
• Previous preferred experience prospecting and calling on insurance agents, general agents and insurance carriers.
• Must be proficient with applications such as Microsoft Excel, Word, PowerPoint, and CRM applications like HubSpot or Salesforce.
• Knowledge and understanding of property and casualty industry.

Skills & Abilities:

• Proven sales ability with a successful track record of increasing sales
• Experience building and maintaining relationships with prospects, referral sources, and colleagues
• Demonstrates the ability to be self-motivated, independent worker
• Demonstrates the ability to establish and maintain effective customer relationships
• A BS/BA degree or higher
• Strong networking ability with business partners
• Ability to be proactive, innovative and creative in meeting customer and enterprise needs
• Ability to deliver dynamic presentations to business clients
• Some experience directly sourcing and prospecting new clients experience
• Knowledge and understanding of property and casualty industry
• Excellent interpersonal and communication skills

Education Requirements:

Desired Bachelor's degree (B.A./B.S.) from a four-year college or university

Technical Requirements:

Dual monitors (one of which can be a laptop screen), a headset, webcam, hardwired computer connection (computer, connected to router by LAN cable, not Wi-Fi), and the following minimum system specifications:

• 8GB of RAM
• 128GB hard drive
• Intel Core i3 or AMD Ryzen 3 processor
• Windows 11
• Dual monitors
• Reliable internet connection

*This is a fully remote role and we do not provide equipment.

We're offering:

• 100% remote position with working hours aligned to PST (8 hrs. per day, Monday to Friday)
• Work schedule: from 8:00 AM - 5:00 PM PST (Pacific Standard Time) including the one hour lunch break
• Dependable salary (plus KPIs bonuses)
• US public holidays
• Up to 10 working days of paid vacation per year
• Up to 5 working days of absences for illness per year

*The specified number of vacation and sick days is based on a full year of employment (12 months)

If you fit this position, we'd love to see your CV

Employment Type: Full-Time

Location: work from home (Peru/Mexico/Colombia/El Salvador/Guatemala)