DescriptionPosition: Cold CallerSchedule: Mountain Standard Time (Dayshift) (Monday-Friday 8:30am-4:30pm MST)We are building a high-performing outbound sales operation and are looking for driven, disciplined, and coachable Sales Development Representatives (Cold Callers) to support an insurance-focused sales team.This role centers on outbound prospecting and appointment setting for licensed insurance professionals.
You will initiate conversations with potential customers, identify insurance needs, pre-qualify prospects, and book high-quality appointments that convert into policy sales.This is not a traditional call-center role.
We are looking for confident communicators who can think on their feet, build trust quickly, and operate effectively in a regulated insurance environment.Key ResponsibilitiesExecute high-volume outbound prospecting via phone and emailFollow structured outreach sequences, call scripts, and qualification frameworksEngage prospects to understand insurance needs, coverage gaps, and eligibilityPre-qualify prospects by identifying interest level, decision-making readiness, and timingBook confirmed, qualified appointments for licensed insurance agentsMaintain accurate and detailed records in CRM systemsConsistently meet or exceed performance metrics, including daily call volume targets of *******+ calls per dayConduct follow-up and reminder calls prior to scheduled appointmentsCommunicate proactively with internal sales stakeholders regarding appointment statusManage reschedules and no-shows, which are common in insurance salesRequirementsProven experience in cold calling, SDR,



or outbound appointment setting rolesStrong spoken and written English, with the ability to speak confidently with U.S. consumersSolid objection-handling skills and ability to guide conversations toward next stepsCoachable and disciplined, with the ability to follow scripts and qualification guidelinesResults-driven mindset with strong accountability and consistencyComfortable using CRM systems, dialers, and sales tools.Prior experience setting appointments that resulted in closed insurance policies is a strong plusPreferred QualificationsExperience in insurance, financial services, or other regulated sales environmentsFamiliarity with insurance products such as health, life, auto, home, or supplemental coverageExperience working with U.S.-based prospectsPrior use of CRM tools, dialing platforms, Google Sheets, Slack, or similar sales softwareBenefitsIf you're a detail-oriented, strategic financial expert who thrives on making a business more profitable and financially sound, we'd love to hear from you!
Remote Work: Work from anywhere—our team is general, and we value work-life balance.
Growth Opportunities: As a key player i you'll have the chance to shape your role and grow with us.
Innovative Culture: Join a team that is passionate about leveraging data to solve challenges and drive success in a rapidly evolving market.As part of our recruitment process, all candidates are kindly asked to read, understand, and agree to Lago's Confidentiality and Non-Circumvention Agreement.
This ensures a respectful and professional experience for everyone involved.

📌 Sales Development Representative (Insurance Industry) (Xico)
🏢 Lago
📍 Xico