# Sales Development Representative (Insurance Industry)

> Lago · Mexico (Remote) · Full-time · Posted 2026-01-15

**Workplace:** remote

**Department:** Sales

## Description

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_](https://docs.google.com/document/d/e/2PACX-1vT9d3IW-QW-lGpt7ZIU22uqvADQUVESDzQPAopkpb1Tzf6OVERy198VBtGBpnpKXw/pub)_. This ensures a respectful and professional experience for everyone involved._

## Apply

[Apply at Lago](https://apply.workable.com/lago-1/j/0D69F0E94E/apply)

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