Sales Production Assistant Life Insurance Lead Generation

Role Summary

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.

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.

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

Requirements

• 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.)
• 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