Sales Production Assistant Life Insurance Lead Generation
- Compensation
- Not disclosed
- Location
- Philippines
- Work setup
- Not specified
- Seniority
- Not specified
- Employment
- Not specified
- Experience
- 1+ years
- Category
- Sales
- Posted
Skills
Must have
- 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
Nice to have
- 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
Full description
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