What are the responsibilities and job description for the Sales Development Representative (SDR) position at Mason Crapo Farmers Insurance?
Job Overview
We are a fast-growing insurance agency specializing in Auto, Home, Business, and Life insurance. The SDR role is critical to our success—your job is to create opportunities for our licensed producers by qualifying leads and transferring high-intent prospects in real time.
This is a high-energy, performance-driven role ideal for someone who thrives on activity, competition, and measurable results.
Salary Range: $36,000.00 - $45,000.00 per year
Benefits
Annual Base Salary Bonus Opportunities
Hands on TrainingMon-Fri Schedule
Career Growth Opportunities
Requirements
- Strong phone presence and communication skills
- High energy and competitive mindset
- Ability to handle rejection and stay consistent
- Coachable and process-driven
- Sales, call center, or customer-facing experience preferred (not required)
Responsibilities
Core Responsibilities (What You Do Every Day)
1. Outbound Prospecting
- Make high-volume outbound calls to agency-provided leads
- Follow up on inbound leads quickly (speed-to-lead is critical)
- Re-engage aged or unconverted leads
2. Lead Qualification
- Identify:
- Decision maker
- Current insurance situation
- Interest level / intent
- Ask structured questions to determine if the prospect is a good fit
3. Live Call Transfers
- Transfer qualified prospects in real time to licensed producers
- Provide a brief handoff summary so the producer can close efficiently
- Ensure a smooth transition from SDR sales
What Success Looks Like
- Consistent high call volume and activity
- Strong transfer-to-close ratio
- Reliable pipeline generation for producers
- Positive attitude and competitive drive
About Us
Mason Crapo Farmers Insurance is an energetic and professional agency dedicated to protecting what matters most to our clients. Join our dynamic team and help us deliver top-tier insurance solutions with passion and precision. We foster a supportive environment where growth and client satisfaction are paramount. Explore a rewarding career with us!
Salary : $36,000 - $45,000