Sales Development Representative (SDR)

Job Description

Job Description

Are you ready to join one of the topperforming insurance agencies in the country? To be considered for this role, you must have 2 years of outbound calling or sales experience. You must also be able to obtain your P&C license after hire.

Carlos Cruz Insurance Agency, based in San Antonio, TX, is one of the fastestgrowing agencies nationwide and were looking for motivated Sales Development Representatives (SDRs) to help fuel our growth by generating qualified opportunities for our sales team.

Our office environment is fastpaced, competitive, and fun.

If youre driven, coachable, and love talking to people, this is the perfect role for you.

A Day in the Life of an SDR

Start your morning with our Daily Team Huddle

• Make outbound calls to business owners and decisionmakers

• Qualify prospects and schedule appointments for our licensed agents

• Follow proven scripts while keeping conversations natural and engaging

• Collaborate with teammates to hit and exceed daily and weekly activity goals

Why Were One of the Best Workplaces in Texas

We invest in our people and it shows.

1) IndustryLeading Compensation

SDRs earn a strong base salary plus bonuses for qualified appointments and closed business.

2) Amazing Team Culture

We value high energy, accountability, and teamwork. Youll be surrounded by people who push you to grow.

3) Clear Career Growth

SDRs can quickly advance into licensed sales roles, senior SDR positions, or leadership.

Frequently Asked Questions

1) What kind of training will I receive?

Youll receive handson training in scripts, objection handling, CRM usage, and appointmentsetting best practices.

2) Do I need insurance experience?

No well train you. You just need strong communication skills and outbound calling experience.

3) Do I need to find my own leads?

No. We provide all leads, including business lists, warm prospects, and followup opportunities.

4) Whats the company culture like?

Energetic, competitive, and supportive. We celebrate wins and help each other improve.

5) Whats the career path?

SDRs can move into licensed sales, commercial sales, or leadership roles.

6) Is this commissiononly?

No this role includes a base salary plus bonuses, with total earnings typically ranging from $40,000 to $55,000+.

Benefits

Annual Base Salary + Bonus Opportunities

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Responsibilities

• Making outbound calls to business owners and decisionmakers

• Qualifying prospects based on agency criteria

• Scheduling appointments for licensed agents

• Documenting all interactions in the CRM

• Handling objections with confidence and professionalism

• Supporting sales team goals through consistent activity
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• Participating in our performancedriven culture
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• Completing special projects as assigned

Requirements

• 2+ years of outbound calling, telemarketing, or sales experience

• Strong communication skills and confidence on the phone

• Ability to follow scripts while sounding natural

• High energy, resilience, and a competitive mindset

• Ability to build rapport quickly with business owners

• Strong work ethic and integrity

• Coachable and eager to improve

• Comfortable working in a fastpaced, metricsdriven environment