Our client is a California-based real estate, property management, and advisory firm expanding its Property Casualty insurance services. They operate on fiduciary principles with a deep emphasis on integrity, transparency, and long-term client trust. They partner with property owners, businesses, investors, and HOA boards to deliver tailored, high-quality solutions.
Why does this role exist?
This role exists to fuel the growth of the client’s Property Casualty insurance division by generating qualified opportunities through disciplined outbound outreach and consistent follow-up. The SDR will build a healthy pipeline, educate prospects on Property, Commercial, Business, and HOA insurance solutions, and coordinate quotes and applications. By aligning closely with internal property management and advisory teams, this role converts demand into revenue while delivering a high-touch, trust-centered client experience.
The Impact you’ll make
Outbound Prospecting and Lead Generation
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
Pipeline Management and Follow-Through
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
Client Education and Quoting Support
Explain Property, Commercial, Business, and HOA insurance coverages in clear, simple terms
Gather underwriting information, prepare or coordinate quotes, and support application submission
Set expectations on timelines, next steps, and documentation required
Cross-Functional Collaboration
Partner with property management and advisory teams to identify cross-sell opportunities
Coordinate with licensed agents/Account Managers to move prospects to binding
Share market feedback to refine messaging, offers, and outreach strategy
Professionalism and Continuous Improvement
Uphold a trust-first, fiduciary approach in every client interaction
Refine talk tracks, objection handling, and outreach sequences over time
Stay current on commercial insurance trends and agency tools
Skills, Knowledge and Expertise
Required:
At least 1 year of proven outbound B2B sales or SDR experience with proven cold-calling success
Industry experience in at least one: PC/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
Your superpowers are...
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
WFH Set-Up:
Computer with at least 8GB RAM, an Intel i5 core processor/AMD Ryzen 5 Processor and up.
Internet speed of at least 40MBPS
Headset with an extended mic that has noise cancellation and a webcam
Back-up computer and internet connection
Quiet, dedicated workspace at home
You should apply if...
You love outbound prospecting, are resilient with follow-ups, and thrive on hitting goals
You build trust quickly, communicate clearly, and keep impeccable notes
You’re motivated by creating pipeline, seeing deals through, and partnering well with internal teams
You embrace integrity, professionalism, and a client-first mindset
You want to grow with a fast-scaling real estate, property management, and insurance organization
What to expect...
Work Setup:
Remote position
Must have a reliable internet connection and a quiet workspace
Required to provide own computer with Intel Core i5 or something similar or higher operating system
Working Hours:
40 hours per week
Monday–Friday, 9:00 am–5:00 pm U.S. Business Hours
