Sales Production Assistant Life Insurance Lead Generation
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
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Purpose-Driven Work: Support a business helping families protect their financial futures.
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Structured Sales Environment: Work inside a mature workflow with ready scripts, CRM processes, and coaching.
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Advanced Tools: Access to premium AI tools (ChatGPT, Claude.ai), CRM systems, dialing software, and automation workflows.
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Long-Term Stability: Consistent 40-hour workweek with opportunities for advancement into senior sales support roles.
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Competitive Compensation: Strong base hourly rate + bonuses tied to policies closed from your leads.
Key Responsibilities
Lead Qualification & Outreach
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Work daily calling blocks using provided lead lists and CRM queues
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Qualify prospects using approved scripts, objection handling, and structured discovery
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Identify client needs and determine life insurance suitability
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Book, schedule, and confirm appointments for licensed producers
Pipeline & CRM Management
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Maintain excellent CRM hygiene: notes, dispositions, follow-up tasks, tags, and next steps
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Track activity metrics and conversion numbers accurately
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Run light nurture campaigns via phone, SMS, and email templates
Performance Outcomes (KPIs)
- Qualified leads generated per week
- Producer appointments set per week
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Policies closed per month attributed to your leads
Required Qualifications
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Minimum 1 year high-volume outbound calling, telemarketing, or SDR experience
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Clear, professional spoken English suitable for phone-based communication with U.S. prospects
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Experience working with U.S.-based clients preferred
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Strong discipline and consistency in following scripts, processes, and pipelines
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Proficiency in CRM tools (HubSpot, GoHighLevel, Zoho, or similar)
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Tech-savvy with ability to navigate multiple tools and communication platforms
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Based in the Philippines with a reliable home office setup
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Excellent communication, persistence, and follow-up skills
Preferred Skills
- Experience in insurance or financial services
- Appointment-setting background
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Familiarity with dialing tools, SMS systems, or call center software
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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