About this role

Understand the customer’s needs, validate their information, and prepare them for a licensed agent.
Speak with inbound leads and confirm intent, budget, and timeline
Validate and update customer information including household, vehicle, and property details
Collect missing information required for quoting and underwriting
Use internal tools to determine the appropriate next step for each lead
Transfer qualified customers to licensed sales agents

Strong communicators who are motivated to build a career in sales
Love talking to customers and building rapport quickly
Competitive and motivated by performance and growth opportunities
Thrive in fast-paced environments with high customer interaction
Pay close attention to details and follow structured processes
Comfortable working with multiple systems and tools
Experience in sales, customer service, or high-volume customer interactions is helpful but not required.

Sales Development Representative

Key skills