Agency Sales Development Representative

🕒 January 23

🏄 California – Remote

🏄 California – Remote

💵 $65k - $70k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💵 Sales Development (SDR)

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First Connect Insurance Services

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2014

💳 Fintech

☁️ SaaS

Insurance • Fintech • SaaS

First Connect Insurance Services is an insurtech platform designed to support independent insurance agents in growing their agencies. It offers fast access to over 130 insurance carriers across various coverage types, including home, auto, commercial, and life insurance. The platform features user-friendly tools such as a comparative rater for quotes, real-time market appetite insights, and seamless onboarding processes, allowing agents to streamline their operations and enhance their business performance without incurring high costs.

📋 Description

• Manage a high-velocity pipeline of outbound leads with a strong focus on daily activity and consistent follow-up • Execute high-volume outreach across phone, email, and other channels to engage and qualify prospects • Maintain accurate, organized, and up-to-date CRM records including notes, tasks, and next steps • Proactively source and pursue new agency opportunities • Own the full sales cycle from first touch to close and activation • Confidently overcome objections and navigate buying concerns • Consistently meet and exceed activity, conversion, and revenue targets • Identify prospect pain points and position First Connect’s value propositions as the solution • Lead discovery, demo, and closing conversations tailored to each agency’s needs • Execute an effective and repeatable sales process to convert leads into activated FC Agencies with short sales cycles • Follow defined sales processes while also contributing to continuous improvement • Maintain strong calendar management, follow-up discipline, and internal communication • Analyze what’s working and what’s not in your pipeline, messaging, and approach — and adjust tactics accordingly • Share insights and feedback to improve messaging, positioning, and conversion rates • Remain flexible and proactive as priorities and strategies evolve

🎯 Requirements

• 3+ years of experience in sales, business development, or account management (preferably in insurance, SaaS, fintech, or a related field) • Comfort working in a high-volume, high-activity sales environment • Strong consultative selling and closing skills • High level of self-motivation, accountability, and ownership • Excellent organizational and time management skills • Strong written and verbal communication skills • Comfort working with CRM systems and sales tools • A growth mindset and desire to continuously improve

🏖️ Benefits

• Multiple medical plans to choose from and 100% employer-covered dental; vision plans for our team members and their families • A 401(k) retirement plan, short- and long-term disability, employer-paid life insurance, Flexible Spending Accounts (FSA) for health and dependent care, and an Employee Assistance Program (EAP) • Work-From-Home Stipend — Employer-provided WFH equipment and an $85 monthly expense stipend to ensure you’re set up for success • Equity — This position is eligible for equity compensation • Training and Career Growth — Training and internal career growth opportunities • Flexible Time Off — You know when and how you should recharge