Sales Development Representative

The Sales Development Representative (SDR) is responsible for generating and qualifying new agent recruiting opportunities by proactively sourcing, engaging, and nurturing prospective independent insurance agents. This role focuses on outbound prospecting, lead follow‑up, and pipeline development to convert cold leads into qualified recruiting conversations. The SDR plays a critical role in fueling distribution growth by building consistent outreach systems, maintaining accurate CRM data, and creating a steady flow of high‑quality opportunities for the recruiting team.

• Identify and source prospective independent insurance agents through outbound calls, email campaigns, social platforms, referrals, and industry databases.
• Execute daily outreach activity targets (calls, emails, social touches).
• Engage cold leads and initiate meaningful recruiting conversations.
• Follow structured outreach sequences and prospecting campaigns.
• Qualify prospects based on production level, licensing status, market focus, and growth potential.
• Document all activity and conversations within the CRM.
• Maintain organized and accurate pipeline records.
• Schedule recruiting consultations for the SSDR.
• Conduct consistent follow‑up to move prospects through the recruiting funnel.
• Conduct recruiting conversations with qualified prospects.
• Clearly communicate Advocate Financial’s value proposition and growth opportunities.
• Address objections and guide prospects through the decision‑making process.
• Secure verbal commitments and coordinate contracting handoff.
• Track and report recruiting performance metrics and pipeline velocity.

• Maintain accurate lead records and pipeline stages.
• Track activity metrics and performance data.
• Ensure timely follow‑up and task management.
• Assist in list building and database management.
• Participate in weekly pipeline and performance meetings.
• Receive and apply coaching and feedback from SSDR leadership.
• Contribute ideas to improve outreach strategy and lead quality.
• Uphold company culture, accountability standards, and professional communication.

• 1+ years of experience in sales, business development, or recruiting.
• Comfortable with high‑volume outbound outreach.
• Organized and disciplined in follow‑up.
• Coachable with a growth mindset.
• Basic CRM proficiency.

• Experience in insurance, financial services, or B2B sales.
• Familiarity with Medicare, ACA, life insurance, or annuity markets.
• Experience with Salesforce or similar CRM platforms.
• Prior experience in outbound prospecting roles.

·Salary: Starting rate of $40,000 per year, payable in bi‑weekly installments.

·PTO: 15 days of paid time off per year, in addition to standard company holidays.

·401(k): You will be eligible for a 3% 401k contribution match after 1 year of employment.

· Life Insurance: The Company provides a fully employer‑paid $50,000 life insurance policy.

·Health Benefits:
You are eligible to enroll in the Company’s medical, dental, and vision insurance plans. Plan details and enrollment instructions will be provided during onboarding.