Sales Development Representative - Insurance Sector

lago-1Remote — Davao Region, Philippines

Remote Full-time

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Experience Level

Experience

Qualifications

Proven experience in cold calling or outbound appointment setting roles. Strong spoken and written English communication skills. Solid objection handling abilities. Results-driven mindset with a focus on accountability and consistency. Familiarity with CRM systems and sales tools is essential.

About the job

Position: Outbound Sales Representative (Cold Caller)

Schedule: Mountain Standard Time (Dayshift) (Monday-Friday 8:30am-4:30pm MST)

Join us in establishing a robust outbound sales operation as a dedicated and results-oriented Sales Development Representative (Cold Caller) supporting our insurance-focused sales team. This position primarily involves outbound prospecting and setting appointments for licensed insurance professionals.

In this role, you will engage potential customers, assess their insurance needs, pre-qualify prospects, and schedule high-quality appointments that lead to policy sales. This is not your typical call-center position. We seek confident communicators who can think critically, build trust quickly, and thrive in a regulated insurance environment.

Key Responsibilities

Conduct high-volume outbound prospecting via phone and email
Adhere to structured outreach sequences, call scripts, and qualification frameworks
Engage with prospects to identify insurance needs, coverage gaps, and eligibility
Pre-qualify prospects by gauging interest level, readiness to make decisions, and timing
Schedule confirmed, qualified appointments for licensed insurance agents
Maintain precise records in CRM systems
Consistently meet or surpass performance metrics, including daily call targets of 100–200+ calls
Conduct follow-up and reminder calls prior to scheduled appointments
Proactively communicate with internal sales stakeholders about appointment statuses
Manage reschedules and no-shows, which can be common in insurance sales

Requirements

Demonstrated experience in cold calling, SDR, or outbound appointment setting roles
Excellent spoken and written English, with the ability to communicate confidently with U. S. consumers
Strong skills in objection handling and guiding conversations toward next steps
Coachable and disciplined, capable of adhering to scripts and qualification guidelines
Results-oriented mindset with a strong sense of accountability
Comfortable with CRM systems, dialers, and sales tools
Experience in setting appointments that lead to closed insurance policies is highly desirable

Preferred Qualifications

Experience in insurance, financial services, or other regulated sales environments
Familiarity with insurance products such as health, life, auto, home, or supplemental coverage
Experience working with U. S.-based prospects
Prior experience with CRM tools, dialing platforms, Google Sheets, Slack, or similar sales software

Benefits

If you are a detail-oriented, strategic financial expert who excels at enhancing business profitability and financial soundness, we would love to hear from you!

About lago-1

At lago-1, we are dedicated to building a dynamic sales environment where motivated individuals can thrive. We prioritize a collaborative approach and are committed to supporting our team members in achieving their professional goals.

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