Sales Development Representative at Zachary Wood Farmers Insurance
Job Description
Job Description
Position Overview
The Sales Development Representative plays a key role in driving new business opportunities. You'll be the first point of contact for potential clients identifying prospects, engaging leads, and setting qualified appointments for our licensed agents.
This role is ideal for someone who's personable, organized, and thrives in a fast-paced environment where effort and attitude are rewarded.
Compensation & Benefits
- Competitive base pay + performance-based commissions and bonuses
- Paid training and advancement opportunities
- Flexible scheduling and hybrid options after onboarding
- Supportive, family-oriented team environment
- Opportunities for professional development and insurance licensing assistance
Benefits
Hourly Base Salary + Bonus Opportunities
Mon-Fri Schedule
Hands on Training
Career Growth Opportunities
Paid Time Off (PTO)
Flexible Schedule
Work from Home
Responsibilities
Key Responsibilities
- Conduct outbound calls, emails, and community outreach to generate new leads
- Qualify prospects and schedule appointments for licensed insurance agents
- Maintain accurate lead tracking and follow-up through CRM tools
- Engage with local businesses and community events to promote brand awareness
- Collaborate with the marketing team on campaigns, referrals, and lead generation strategies
- Provide excellent customer service and represent our agency with professionalism and warmth
Requirements
Qualifications
- Strong communication and interpersonal skills - confident and friendly on the phone
- Self-motivated, reliable, and goal-oriented with excellent follow-up habits
- Ability to manage multiple leads and maintain detailed records
- Comfortable using technology, CRM systems, and Microsoft/Google tools
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