Were looking for an Insurance Sales Development Representative to drive business growth through targeted outbound outreach.
Purpose of the Role
As an Insurance Sales Development Representative, you will proactively identify, contact, and qualify potential business leads. Your goal is to generate interest, secure appointments or call-backs for the sales team, and contribute directly to the companys growth.
Key Responsibilities
* Make high-volume outbound calls to prospective clients to introduce our products or services.
* Qualify leads by understanding business needs, decision-making structures, and potential opportunities.
* Book sales appointments and follow-up calls for the wider sales team.
* Maintain accurate, up-to-date CRM records of all activity.
* Follow structured scripts while adding your personal communication style.
* Achieve and exceed weekly and monthly KPIs.
* Support marketing campaigns and provide feedback to sales/marketing teams.
* Ensure GDPR and data-handling compliance.
Skills & Experience Required
* Experience in outbound calling, telesales, or lead generation.
* Confident and professional telephone manner.
* Strong questioning, listening, and objection-handling skills.
* Comfortable working to targets and KPIs.
* Basic CRM knowledge.
Key Competencies
* Excellent Communication
* Resilience & Persistence
* Organisation & Attention to Detail
* Customer Focus
* Teamwork
Typical KPIs
* Outbound call volume
* Lead qualification rate
* Appointment conversion rate
* Sales pipeline contribution
* CRM accuracy
Why Join Us:
* The chance to join a dynamic, independent brokerage at an exciting stage of growth
* The opportunity to make a real impact on the future of the business
* A supportive and collaborative team culture
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