Sales Development Representative (Insurance Industry)

Position: Cold Caller Schedule: Mountain Standard Time (Dayshift) (Monday-Friday 8:30am-4:30pm MST) We are building a high-performing outbound sales operation and are looking for driven, disciplined, and coachable Sales Development Representatives (Cold Callers) to support an insurance-focused sales team. This role centers on outbound prospecting and appointment setting for licensed insurance professionals. You will initiate conversations with potential customers, identify insurance needs, pre-qualify prospects, and book high-quality appointments that convert into policy sales. This is not a traditional call-center role. We are looking for confident communicators who can think on their feet, build trust quickly, and operate effectively in a regulated insurance environment. Key Responsibilities Execute high-volume outbound prospecting via phone and email Follow structured outreach sequences, call scripts, and qualification frameworks Engage prospects to understand insurance needs, coverage gaps, and eligibility Pre-qualify prospects by identifying interest level, decision-making readiness, and timing Book confirmed, qualified appointments for licensed insurance agents Maintain accurate and detailed records in CRM systems Consistently meet or exceed performance metrics, including daily call volume targets of 100–200+ calls per day Conduct follow-up and reminder calls prior to scheduled appointments Communicate proactively with internal sales stakeholders regarding appointment status Manage reschedules and no-shows, which are common in insurance sales Proven experience in cold calling, SDR, or outbound appointment setting roles Strong spoken and written English, with the ability to speak confidently with U.S. consumers Solid objection-handling skills and ability to guide conversations toward next steps Coachable and disciplined, with the ability to follow scripts and qualification guidelines Results-driven mindset with strong accountability and consistency Comfortable using CRM systems, dialers, and sales tools. Prior experience setting appointments that resulted in closed insurance policies is a strong plus Preferred Qualifications Experience in insurance, financial services, or other regulated sales environments Familiarity with insurance products such as health, life, auto, home, or supplemental coverage Experience working with U.S.-based prospects Prior use of CRM tools, dialing platforms, Google Sheets, Slack, or similar sales software If you're a detail-oriented, strategic financial expert who thrives on making a business more profitable and financially sound, we’d love to hear from you! Remote Work: Work from anywhere—our team is global, and we value work-life balance. Growth Opportunities: As a key player i you’ll have the chance to shape your role and grow with us. Innovative Culture: Join a team that is passionate about leveraging data to solve challenges and drive success in a rapidly evolving market. As part of our recruitment process, all candidates are kindly asked to read, understand, and agree to Lago’s Confidentiality and Non-Circumvention Agreement . This ensures a respectful and professional experience for everyone involved.