Inclusive Insurance Solutions, LLC · CEO
Benefits
We're looking for a driven Sales Development Representative to fuel our growth by booking qualified meetings for our producers. You'll be the first voice prospects hear — reaching out to leads, sparking interest, and getting the right people on the calendar. This is a phone- and email-heavy role for someone who's comfortable with high activity and hearing "no" on the way to "yes."
What You'll Do
Make outbound calls, emails, and texts to prospective clients (business owners, individuals, and referral partners)
Qualify leads and set appointments for our insurance producers
Follow up promptly and persistently with inbound inquiries and aged leads
Keep the CRM GHL clean and current — log activity, notes, and next steps
Hit weekly targets for calls, conversations, and appointments booked
Coordinate calendars and confirm meetings to minimize no-shows
What We're Looking For
Strong phone presence and clear, friendly communication
Persistence, resilience, and a self-starter mindset
Organized and reliable with follow-through
Comfortable with CRM tools and basic tech (dialers, email, calendar)
Prior appointment-setting, telemarketing, or inside-sales experience a plus (not required)
Insurance experience welcome but not necessary — no license required for this role
Why Join Us
Warm and generated leads to work, not just cold lists
Clear path to grow into a licensed producer role
Supportive team and hands-on training
High school or equivalent
Mid-level (3-4 years) · Senior (5-7 years)
Customer Relationship Management
Policy Analysis
Sales Techniques
Risk Assessment
Claims Processing
Insurance Regulations
Market Research
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