B2B SDR Sales Development (Experienced level only) Business Insurance

We are a U.S.-based insurance Agency we are building a remote B2B outbound team. As an Appointment Setter / SDR, your job is to call business owners, HR managers, and decision-makers across the United States and start conversations about their company's current insurance coverage —

We have many individual campaigns and focus on the following- areas:

Company Employee Benefits

Commercial Liability

Workers' Compensation

Retirement Plans (401k, 403(b) SEP)

You are NOT closing deals. You are opening doors. Your goal is to qualify prospects and book discovery calls for our licensed agents using a consultative, NEPQ-based sales approach. If NEPQ is new study up (an activity is outlined below)

WHAT YOU'LL DO EVERY DAY

- Make outbound B2B calls to U.S. business leads (warm and cold)

- Use NEPQ-style questions to uncover gaps in a company's current insurance coverage

- Qualify decision-makers and schedule discovery calls with our licensed agents

- Handle objections professionally and keep prospects engaged

- Log all call activity and notes in GoHighLevel or Zoho CRM

- Follow up consistently on pipeline contacts

WHO WE ARE LOOKING FOR

* Strong English speaker with a minimal, neutral accent — this is NON-NEGOTIABLE
* Confident and clear on the phone — you must sound professional and trustworthy
* Experience in outbound B2B calling, cold calling, or appointment setting
* SDR, BDR, or telesales background strongly preferred
* Familiarity with CRM tools — GoHighLevel or Zoho CRM preferred
* Experience with dialers such as JustCall or Twilio is a plus
* CRM configuration experience is valued
* Self-motivated, target-driven, and disciplined
* Reliable high-speed internet connection and a quiet workspace
* Quality headset or microphone required

WHAT SUCCESS LOOKS LIKE

- Consistently hitting your daily outbound call target

- Booking qualified appointments that show up and convert

- Maintaining a professional, consultative tone on every call

- Growing your commission earnings after the trial period