Sales Development Representative (Property & Commercial Insurance) - Freelance,

About the ClientOur 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 makeOutbound Prospecting and Lead GenerationConduct high-volume cold calling, emailing, and networking to create new opportunitiesQualify inbound and outbound leads, nurture them through discovery, and book meetingsExecute targeted campaigns to reach property owners, business owners, investors, and HOA boardsPipeline Management and Follow-ThroughMaintain a robust sales pipeline with disciplined, scheduled follow-upsLog activities and update deal stages in the CRM with complete, accurate notesMeet or exceed weekly outreach and meeting-setting targetsClient Education and Quoting SupportExplain Property, Commercial, Business, and HOA insurance coverages in clear, simple termsGather underwriting information, prepare or coordinate quotes, and support application submissionSet expectations on timelines, next steps, and documentation requiredCross-Functional CollaborationPartner with property management and advisory teams to identify cross-sell opportunitiesCoordinate with licensed agents/Account Managers to move prospects to bindingShare market feedback to refine messaging, offers, and outreach strategyProfessionalism and Continuous ImprovementUphold a trust-first, fiduciary approach in every client interactionRefine talk tracks, objection handling, and outreach sequences over timeStay current on commercial insurance trends and agency toolsSkills, Knowledge and ExpertiseRequired:At least 1 year of proven outbound B2B sales or SDR experience with proven cold-calling successIndustry experience in at least one: PC/Commercial/Business Insurance, Property Management, Real Estate, HOA management, or Financial services/consultative B2BExcellent verbal and written English; confident and professional phone presenceDemonstrated CRM proficiency and pipeline management disciplineComfortable working independently in a remote environment with strong organization and follow-throughYour 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 trustWFH Set-Up:Computer with at least 8GB RAM, an Intel i5 core processor/AMD Ryzen 5 Processor and up.Internet speed of at least 40MBPSHeadset with an extended mic that has noise cancellation and a webcamBack-up computer and internet connectionQuiet, dedicated workspace at homeYou should apply if...You love outbound prospecting, are resilient with follow-ups, and thrive on hitting goalsYou build trust quickly, communicate clearly, and keep impeccable notesYou’re motivated by creating pipeline, seeing deals through, and partnering well with internal teamsYou embrace integrity, professionalism, and a client-first mindsetYou want to grow with a fast-scaling real estate, property management, and insurance organizationWhat to expect...Work Setup:Remote positionMust have a reliable internet connection and a quiet workspaceRequired to provide own computer with Intel Core i5 or something similar or higher operating systemWorking Hours:40 hours per weekMonday–Friday, 9:00 am–5:00 pm U.S. Business HoursCompensation:$7 per hourNo benefits package includedBenefitsOriginally posted on Himalayas