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Sales Production Assistant Life Insurance Lead Generation

Meydenbauer Partners · Удалённо · Philippines

# Sales Production Assistant Life Insurance Lead Generation **Meydenbauer Partners** · Philippines · `Remote` · `Full Time` 💼 **Уровень роли:** `Mid-level` 🕒 **Статус:** *Опубликовано: сегодня* · *Источник: Himalayas (JSON API)* --- ### Top Skills & Match 🎯 **Ключевой стек роли:** `[Sales-Development-Representative]` `[Lead-Generation-Specialist]` `[Life-Insurance-Sales-Support]` `[Outbound-Sales-Representative]` `[Sales-Support-Specialist]` `[Life-Insurance-Assistant]` `[Insurance-Sales-Producer]` `[Life-Insurance-Sales-Agent]` `[Insurance-Sales-Associate]` `[Life-Insurance-Producer]` --- ### About the Role Meydenbauer Partners is a next-generation consulting and outsourcing firm supporting high-growth startups, mission-driven organizations, and scaling businesses. We combine elite global talent, advanced AI tools, and strategic consulting to deliver enterprise-grade outcomes with startup-level agility. We are hiring a Sales Production Assistant to support a U.S.-based insurance client with growing life insurance production goals. This role is perfect for someone with strong phone presence, disciplined follow-through, and experience in outbound calling or SDR work. You will work warm inbound leads and sourced lists, qualify prospects using proven scripts, and set high-quality appointments for licensed producers. This is a performance-driven role with clear metrics, strong support, and long-term growth potential. Why This Opportunity Stands Out - Purpose-Driven Work: Support a business helping families protect their financial futures. - Structured Sales Environment: Work inside a mature workflow with ready scripts, CRM processes, and coaching. - Advanced Tools: Access to premium AI tools (ChatGPT, Claude.ai), CRM systems, dialing software, and automation workflows. - Long-Term Stability: Consistent 40-hour workweek with opportunities for advancement into senior sales support roles. - Competitive Compensation: Strong base hourly rate + bonuses tied to policies closed from your leads. Key Responsibilities Lead Qualification & Outreach - Work daily calling blocks using provided lead lists and CRM queues - Qualify prospects using approved scripts, objection handling, and structured discovery - Identify client needs and determine life insurance suitability - Book, schedule, and confirm appointments for licensed producers Pipeline & CRM Management - Maintain excellent CRM hygiene: notes, dispositions, follow-up tasks, tags, and next steps - Track activity metrics and conversion numbers accurately - Run light nurture campaigns via phone, SMS, and email templates Performance Outcomes (KPIs) - Qualified leads generated per week - Producer appointments set per week - Policies closed per month attributed to your leads Required Qualifications - Minimum 1 year high-volume outbound calling, telemarketing, or SDR experience - Clear, professional spoken English suitable for phone-based communication with U.S. prospects - Experience working with U.S.-based clients preferred - Strong discipline and consistency in following scripts, processes, and pipelines - Proficiency in CRM tools (HubSpot, GoHighLevel, Zoho, or similar) - Tech-savvy with ability to navigate multiple tools and communication platforms - Based in the Philippines with a reliable home office setup - Excellent communication, persistence, and follow-up skills Preferred Skills - Experience in insurance or financial services - Appointment-setting background - Familiarity with dialing tools, SMS systems, or call center software - Ability to meet weekly/monthly performance metrics Technical Requirements - Reliable high-speed internet connection - Quiet, professional work environment - Backup power and internet solutions are a plus (e.g., UPS, mobile hotspot, etc.) Compensation & Benefits - Hourly Rate: $5.00 – $8.00 USD/hour, based on experience and skill level - Flexible hours with some overlap in U.S. time zones - Performance-based incentives and milestone bonuses - Access to premium AI tools and ongoing mentorship from senior leaders How to Apply To be considered, please submit the following: - Your updated resume - A 1–2 minute introduction video (Loom or any platform of your choice) - Typing Test Completion - Complete assessment on typetest.io (45 WPM minimum, 55+ target) Only applicants who submit the resume,video, and typing test will be prioritized. Originally posted on Himalayas

Наблюдалась 2026-10-07, впервые 2026-10-07, источник — Himalayas (JSON API).

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