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 Requirements - 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 Benefits 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.