Calendar Management, Communication Skills, Continuous Improvement, Customer Relationship Management (CRM), Customer Relationship Management (CRM) Systems, Customer Support/Service, Insurance, Insurance Sales, Lead Generation, Metrics, Organizational Skills, Sales, Sales Pipeline, Sales Prospecting, Sales Qualification, Sales Support, Telephone Skills, Website Conversion
Job Title: Sales Development Representative (SDR)
Company: Elite Insurance Group
Location: Remote (Austin, TX area preferred)
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.
Schedule & Expectations:
- Standard working hours are MondayFriday, 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
Salary Range: $36000.00 per year
BenefitsAnnual Base Salary + Commission
Mon-Fri Schedule
Work from Home
Career Growth Opportunities
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
Requirements
- 1+ years of insurance industry experience preferred
- 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