Sales Development Representative, Property & Commercial Insurance

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Magic, Inc

WebsiteLinkedInAll Job Openings

51 - 200 employees

🤝 B2B

⚡ Productivity

B2B • Productivity

Magic, Inc. is a company that provides a frictionless way to connect businesses with thoroughly vetted and cost-effective remote workers for various key functions. Their services include virtual assistance, customer service, sales lead generation, and scheduling, leveraging a combination of automation and the expertise of remote workers to streamline business operations.

📋 Description

• 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 • 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

🎯 Requirements

• 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

• No benefits package included