Sales Development Representative (Insurance Industry)
LocationDavao Region, Philippines
Work moderemote
Typefull-time
DepartmentSales
Company size1+ people
First seen1w ago
Last seen3d ago
About the role
Position: Cold Caller
Schedule: Mountain Standard Time (Dayshift) (Monday-Friday 8:30am-4:30pm MST)
About the company
We are building a high-performing outbound sales operation and are looking for driven, disciplined, and coachable Sales Development Representatives (Cold Callers) to support an insurance-focused sales team.
This role centers on outbound prospecting and appointment setting for licensed insurance professionals. You will initiate conversations with potential customers, identify insurance needs, pre-qualify prospects, and book high-quality appointments that convert into policy sales.
This is not a traditional call-center role. We are looking for confident communicators who can think on their feet, build trust quickly, and operate effectively in a regulated insurance environment.
Key Responsibilities
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Execute high-volume outbound prospecting via phone and email
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Follow structured outreach sequences, call scripts, and qualification frameworks
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Engage prospects to understand insurance needs, coverage gaps, and eligibility
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Pre-qualify prospects by identifying interest level, decision-making readiness, and timing
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Book confirmed, qualified appointments for licensed insurance agents
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Maintain accurate and detailed records in CRM systems
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Consistently meet or exceed performance metrics, including daily call volume targets of 100–200+ calls per day
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Conduct follow-up and reminder calls prior to scheduled appointments
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Communicate proactively with internal sales stakeholders regarding appointment status
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Manage reschedules and no-shows, which are common in insurance sales
Requirements
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Proven experience in cold calling, SDR, or outbound appointment setting roles
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Strong spoken and written English, with the ability to speak confidently with U.S. consumers
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Solid objection-handling skills and ability to guide conversations toward next steps
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Coachable and disciplined, with the ability to follow scripts and qualification guidelines
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Results-driven mindset with strong accountability and consistency
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Comfortable using CRM systems, dialers, and sales tools.
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Prior experience setting appointments that resulted in closed insurance policies is a strong plus
Preferred Qualifications
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Experience in insurance, financial services, or other regulated sales environments
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Familiarity with insurance products such as health, life, auto, home, or supplemental coverage
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Experience working with U.S.-based prospects
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Prior use of CRM tools, dialing platforms, Google Sheets, Slack, or similar sales software
Benefits
If you’re a detail-oriented, strategic financial expert who thrives on making a business more profitable and financially sound, we’d love to hear from you!
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Remote Work: Work from anywhere—our team is global, and we value work-life balance.
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Growth Opportunities: As a key player i you’ll have the chance to shape your role and grow with us.
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Innovative Culture: Join a team that is passionate about leveraging data to solve challenges and drive success in a rapidly evolving market.
Legal
As part of our recruitment process, all candidates are kindly asked to read, understand, and agree toLago’s Confidentiality and Non-Circumvention Agreement. This ensures a respectful and professional experience for everyone involved.