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Symmetry Financial Group

Sales Development Representative

Symmetry Financial Group

Remote insurance SDR connecting U.S. families with requested financial protection information.

Posted 8/14/2026contractRemote • 🇺🇸 United StatesJunior💰 $85,000 - $225,000 per yearWebsite

Core Competencies

Role fit
Core Competencies

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

Demonstrates strong sales acumen through effective lead qualification and nurturing, utilizing consultative communication skills to understand client needs. Proficient in managing the sales process virtually while leveraging CRM tools to track performance metrics.

Highest-signal resume keywords
Sales ExperienceExcellent Communication SkillsCRM ProficiencyLife Insurance LicenseConsultative Selling

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Lead QualificationSales Process ManagementDigital Application SubmissionPerformance Metrics TrackingVirtual Meeting Facilitation
Soft Skills
Self-DirectedOrganizational SkillsCoachableTime Management
Tools & Technologies
AI-Powered CRMSales Tools
Certifications & Qualifications
Life Insurance License
Industry Keywords
Client-Facing RoleSales CycleConsultative ConversationsWarm LeadsTraining Cohorts

About the role

Key responsibilities & impact
  • Work warm, exclusive leads generated through the proprietary platform
  • Qualify prospects and understand their protection needs through consultative conversations
  • Schedule and conduct virtual meetings and presentations using the proven sales process
  • Nurture leads through the full sales cycle from first contact to submitted application
  • Submit applications digitally through a mobile process
  • Track activity, pipeline, and performance metrics in the AI-powered CRM
  • Participate in ongoing coaching, team calls, and training cohorts
  • Contribute feedback to improve the sales process

Requirements

What you’ll need
  • 1+ year of experience in sales, customer service, or a client-facing role
  • Excellent communication skills and comfort talking with people
  • Self-directed and organized, able to manage time without supervision
  • Coachable and willing to follow a proven system
  • Comfortable working virtually with CRM and sales tools
  • Life insurance license, or willingness to obtain one
  • Current U.S. resident authorized to work in the United States
  • No visa sponsorship available
  • State life insurance license required to sell, but not to apply
  • Bachelor’s degree in business, marketing, or a related field is a plus but not required

Benefits

Comp & perks
  • Uncapped commission with no income ceiling
  • Weekly pay
  • Performance bonuses and incentives
  • Residual renewal income that compounds year over year
  • Health, dental, vision, and life insurance benefits
  • $100 contribution toward the pre-licensing course
  • Exclusive lead system with warm prospects
  • AI-based technology for sales and team management
  • Proven sales system, scripts, process, and playbook
  • Coaching cohorts, live team calls, and 1-on-1 support
  • Online and in-person training
  • 100% remote work from anywhere in the U.S.
  • Growth path into leadership and override income on the team you build