Sales Development Representative & Processing Assistant jobs in United States
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Adriana's · 11 hours ago

Sales Development Representative & Processing Assistant

Adriana's Insurance is the fastest-growing Life Insurance team in the region, hiring motivated individuals to help families protect their future. The Sales Development Representative & Processing Assistant role involves engaging potential clients, assisting with the insurance application process, and ensuring families receive the coverage they need.

Insurance

Responsibilities

Make outbound phone calls, texts, and emails to engage potential clients
Communicate the importance of income protection and family financial security
Schedule free life insurance consultations or connect families directly with a licensed agent
Follow up with prospects, nurture leads, and re-engage missed appointments
Respond to incoming client inquiries promptly and professionally
Record client interactions and manage follow-up activities in the CRM system
Assist agents and clients throughout the insurance application process
Gather and verify required client information and signatures
Ensure applications are complete, accurate, and ready for submission
Help streamline the approval process to ensure families receive coverage as quickly as possible

Qualification

Sales experienceCustomer service experienceLife Insurance LicenseBilingual (English/Spanish)CoachableCommunication skillsRelationship-building skillsDetail-orientedOrganizational skillsPositive attitudeGoal-oriented

Required

Motivated and goal-oriented individuals who enjoy connecting with people
Strong communication, relationship-building, and listening skills
Detail-oriented with strong organizational habits
Coachable, positive, and driven to grow personally and professionally

Preferred

Bilingual in English/Spanish
Prior life insurance or sales experience
Sales: 2 years
Customer service: 2 years
Spanish
Life Insurance License
Ability to Commute: Rancho Cucamonga, CA 91730

Benefits

Paid training and paid support to obtain your life insurance license
Hourly pay plus additional bonuses and commissions
Clear opportunities for promotion and leadership roles
Health, dental, vision, and life insurance
401(k) retirement plan with company matching
Paid vacation time
Employee discounts on life insurance, auto insurance, DMV services, and more

Company

Adriana's

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We have over 30 years of experience and over 60 offices in Southern California.

Funding

Current Stage
Growth Stage

Leadership Team

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adriana gallardo
Ceo & Founder
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Edlyn Rodriguez
Executive Assistant to Chief Executive Officer
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Company data provided by crunchbase