Daniel
Get to Know Me
Watch a brief introduction that highlights my professional background and areas of expertise.
Professional Summary
Highly motivated and results-driven Remote Sales Development Representative with 5 years of experience in lead generation, cold calling, and appointment setting in the insurance industry. Experienced in high volume virtual outreach, managing leads through CRM platforms such as HubSpot and Salesforce, and maintaining accurate records in a fully remote work environment. Strong communicator with a proven ability to engage prospects, qualify leads, and support pipeline growth while consistently meeting or exceeding performance metrics. Adaptable, self driven, and comfortable collaborating with distributed sales teams across digital communication platforms to drive appointment quality and sales success.
Key Skills
Lead Generation & Prospecting
Cold Calling & High Volume Outreach
Appointment Setting
Prospect Qualification
Needs-Based / Consultative Selling
Pipeline Development & Management
CRM Utilization (HubSpot & Salesforce)
Data Accuracy & Reporting
Performance Metrics & KPI Achievement
B2B Sales Engagement
Client Communication & Relationship Building
Remote Collaboration & Virtual Communication
Time Management & Productivity
Follow up & Lead Nurturing
Sales Strategy & Technique
Professional Experience
Conduct 80–100 outbound calls daily to generate qualified leads for life and supplemental insurance products.
Qualify prospects using a consultative, needs-based approach and assess readiness for insurance solutions.
Manage and update leads in HubSpot and Salesforce, ensuring accurate tracking of calls and follow ups.
Schedule and confirm high quality appointments for licensed insurance agents to support pipeline growth.
Follow up with warm leads, referrals, and online inquiries to improve engagement and conversions.
Consistently meet or exceed weekly KPIs for calls, appointments, and lead quality.
Collaborate remotely with sales managers and agents to improve appointment quality and outcomes.
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