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
- 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.