Sales Development Representative – Property & Commercial Insurance

Magic, Inc

Sales Development Representative focusing on generating leads for Property & Casualty insurance firm. Conducting cold outreach and building a sales pipeline through disciplined efforts.

Posted 7/24/2026full-timeRemote • California • 🇺🇸 United StatesJunior💰 $7 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in outbound B2B sales, particularly in cold calling and lead qualification, while effectively managing a sales pipeline using CRM tools. Possesses strong communication skills to explain insurance coverages and build trust with clients.

Highest-signal resume keywords

Outbound B2B Sales ExperienceCold Calling SuccessCRM Proficiency (HubSpot/Salesforce/GoHighLevel)Insurance Familiarity (Commercial Lines, Quoting/Underwriting)Lead Qualification and Discovery

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cold CallingLead QualificationDiscoveryObjection HandlingCRM ProficiencyPipeline ManagementQuoting FundamentalsUnderwriting FundamentalsMicrosoft OfficeGoogle Workspace

Soft Skills

PersistenceHunter MindsetActive ListeningClarity in CommunicationAttention to Detail

Tools & Technologies

HubSpotSalesforceGoHighLevelRingCentralAircallDialpadOutlookGmailBuildiumApplied Epic

Industry Keywords

P&C InsuranceCommercial InsuranceBusiness InsuranceProperty ManagementReal EstateHOA ManagementFinancial ServicesConsultative B2BInsurance Agency SystemsMarket Feedback

Tech Stack

Tools & technologies

VoIP

About the role

Key responsibilities & impact

Conduct high-volume cold calling, emailing, and networking to create new opportunities
Qualify inbound and outbound leads, nurture them through discovery, and book meetings
Execute targeted campaigns to reach property owners, business owners, investors, and HOA boards
Maintain a robust sales pipeline with disciplined, scheduled follow-ups
Log activities and update deal stages in the CRM with complete, accurate notes
Meet or exceed weekly outreach and meeting-setting targets
Explain Property, Commercial, Business, and HOA insurance coverages in clear, simple terms
Gather underwriting information, prepare or coordinate quotes, and support application submission
Set expectations on timelines, next steps, and documentation required
Partner with property management and advisory teams to identify cross-sell opportunities
Coordinate with licensed agents/Account Managers to move prospects to binding
Share market feedback to refine messaging, offers, and outreach strategy
Uphold a trust-first, fiduciary approach in every client interaction
Refine talk tracks, objection handling, and outreach sequences over time
Stay current on commercial insurance trends and agency tools

Requirements

What you’ll need

At least 1 year of proven outbound B2B sales or SDR experience with proven cold-calling success
Industry experience in at least one: P&C/Commercial/Business Insurance, Property Management, Real Estate, HOA management, or Financial services/consultative B2B
Excellent verbal and written English; confident and professional phone presence
Demonstrated CRM proficiency and pipeline management discipline
Comfortable working independently in a remote environment with strong organization and follow-through
Hard skills: Cold calling, lead qualification, discovery, objection handling, CRM (HubSpot/Salesforce/GoHighLevel or similar), Microsoft Office/Google Workspace, VoIP dialers (RingCentral/Aircall/Dialpad), email (Outlook/Gmail); bonus: Buildium and/or insurance agency systems (Applied Epic, EZLynx, HawkSoft, AMS360)
Insurance familiarity: Commercial lines, business insurance basics, quoting/underwriting fundamentals (preferred)
Soft skills: Persistence, hunter mindset, active listening, clarity in communication, attention to detail, process discipline, and relationship-building grounded in trust

Benefits

Comp & perks

No benefits package included