Sales Development Representative (SDR)

Overview: Elite Insurance Group is seeking a highly motivated Sales Development Representative (SDR) to generate and qualify new business opportunities across both personal and commercial insurance lines. This role is responsible for building pipelines through a combination of inbound lead follow-up and outbound prospecting.

This is an ideal opportunity for someone with prior insurance industry experience who is driven, coachable, and looking to grow within a high-performance independent agency environment.

Responsibilities:

Lead Generation & Outreach:

• Conduct outbound prospecting through calls, emails, and text to generate new opportunities
• Respond quickly and effectively to inbound leads
• Identify and engage prospective clients across personal and commercial lines

Qualification & Appointment Setting:

• Qualify leads based on fit, needs, and readiness to buy
• Schedule appointments and transfer qualified opportunities to licensed agents
• Maintain consistent follow-up to nurture leads

Pipeline & CRM Management:

• Track all activity and lead progress within EZLynx CRM
• Maintain clean, organized, and up-to-date records
• Collaborate with agents to ensure smooth handoff of opportunities

Performance Expectations:

• Meet or exceed daily and weekly activity targets (calls, conversations, appointments set)
• Consistently hit monthly qualified appointment goals
• Continuously improve conversion rates and outreach effectiveness

Qualifications:

• 1+ years of insurance industry experience required
• Prior experience in insurance sales, agency support, SDR/BDR work, or customer service within an insurance agency strongly preferred
• Independent insurance agency experience is a plus
• Strong communication skills (phone, text, and email)
• High level of energy, persistence, and resilience
• Coachable and performance-driven mindset
• Comfortable working in a fast-paced, metrics-driven environment
• Experience with CRM systems (EZLynx or similar) is a plus

Schedule & Expectations:

• Standard working hours are Monday–Friday, 9:00 AM – 6:00 PM CST
• This role is performance-driven, and additional hours may be required or chosen based on individual goals and income targets
• High performers often choose to work beyond standard hours to maximize earning potential and pipeline growth

Note: This role is designed as a pipeline into a full-cycle, commission-earning sales role for high performers.

Pay: $36,000.00 - $100,000.00 per year

Application Question(s):

• Do you have prior experience working in the insurance industry?

• Do you have outbound calling or lead generation experience?

• Have you previously worked for an independent insurance agency?

Work Location: Remote