We are looking for a motivated and results-driven Sales Development Representative (SDR) with a valid life and health insurance license to join our dynamic sales team in the U.S in the area of California.. The ideal candidate will excel in generating and qualifying leads, setting appointments, and driving new business opportunities.

Key Responsibilities:

• Lead Generation: Identify and research potential clients through various channels, including social media, online databases, and networking.
• Outbound Prospecting: Conduct outreach via phone calls, emails, and social media to engage with potential clients and introduce them to our insurance products and services.
• Qualification: Assess the needs and qualifications of potential clients to ensure they are a good fit for our products and services.
• Appointment Setting: Schedule appointments and meetings for senior sales representatives to further discuss insurance solutions with qualified leads.
• Pipeline Management: Maintain and update CRM with accurate information on leads, ensuring a steady flow of prospects through the sales funnel.

What Makes You a Perfect Fit:

• Excellent Communication Skills: Demonstrated ability to communicate effectively both in writing and verbally, maintaining a professional demeanor in interactions with clients and colleagues.
• Insurance Knowledge: The candidate should possess an in-depth understanding of life and health insurance products and services, including their features, benefits, and limitations. They must be familiar with industry-specific regulations and compliance requirements, ensuring that all sales practices adhere to legal standards. Additionally, the ability to explain complex insurance concepts in a simple and understandable manner is crucial, allowing prospective clients to make informed decisions with ease.
• Sales & Prospecting Skills: The candidate should demonstrate proficiency in identifying and targeting potential clients through a variety of channels. They must have experience conducting cold calls, sending emails, and utilizing other outreach methods to generate leads. Additionally, the ability to effectively qualify leads and advance them through the sales funnel is essential for driving business growth and achieving sales objectives.
• Technical Proficiency: The candidate should have experience with CRM software, such as Salesforce or HubSpot, for effectively managing and tracking leads throughout the sales process.

Interview Process:

• Initial Phone Call: Engage in a brief conversation to understand your experience and suitability for the role.
• Video Interview: Delve deeper into your professional background and assess your skills in a 30-minute call.
• Practical Assessment: Showcase your creative abilities through practical tasks relevant to the role.
• Final Interview: Have a comprehensive discussion with our client to ensure mutual alignment.
• Background Checks: Conduct swift verification of your references and past employment details.