Sales Development Representative, Property & Commercial Insurance

This is a fully remote position, open to applicants in Philippines.

📋 Description

• Conduct high-volume outreach through cold calling, emailing, and networking to generate new prospects.

• Assess both inbound and outbound leads, nurture them during the discovery process, and schedule meetings.

• Implement targeted campaigns aimed at property owners, business owners, investors, and HOA boards.

• Maintain a strong sales pipeline with disciplined and scheduled follow-ups.

• Record activities and update deal stages in the CRM with thorough and accurate notes.

• Achieve or surpass weekly outreach and meeting-setting goals.

• Clearly articulate Property, Commercial, Business, and HOA insurance coverages in simple terms.

• Collect underwriting information, prepare or coordinate quotes, and assist with application submissions.

• Collaborate with licensed agents/Account Managers to transition prospects to binding agreements.

• Provide market feedback to enhance messaging, offers, and outreach strategies.

• Maintain a trust-first, fiduciary approach in every client interaction.

⛳️ Requirements

• Minimum of 1 year of demonstrated outbound B2B sales or SDR experience with a successful track record in cold calling.

• Experience in at least one of the following: P&C/Commercial/Business Insurance, Property Management, Real Estate, HOA management, or Financial services/consultative B2B.

• Exceptional verbal and written English skills; confident and professional phone demeanor.

• Proven proficiency in CRM systems and disciplined pipeline management.

• Ability to work independently in a remote setting while exhibiting strong organizational skills and follow-through.

• Required skills: Cold calling, lead qualification, discovery, objection handling, CRM (HubSpot/Salesforce/GoHighLevel or similar), Microsoft Office/Google Workspace, VoIP dialers (RingCentral/Aircall/Dialpad), email (Outlook/Gmail); bonus: Buildium and/or insurance agency systems (Applied Epic, EZLynx, HawkSoft, AMS360).

• Familiarity with insurance concepts: Commercial lines, basic business insurance, quoting/underwriting fundamentals (preferred).

• Essential soft skills: Persistence, a hunter mindset, active listening, clear communication, attention to detail, process discipline, and relationship-building rooted in trust.

🏝️ Benefits

• No benefits package included.