Job Overview

We are seeking a Business Development Representative (Insurance/Finance) to drive growth by conducting high-volume outbound cold calls to potential clients. Working directly with a successful advisor, you will use a consultative approach to introduce financial planning services, qualify leads, and schedule consultations. This is a full-time, 40-hour-per-week remote role that prioritizes identifying genuine interest over aggressive sales tactics. Your goal is to be the professional first point of contact, helping families and individuals begin their journey toward financial security.

 

Job Highlights

Schedule: Mon-Fri, 9am-6pm Pacific Time (California USA) 40 hours per week

Work Arrangement: Work from home

Contract: Independent Contractor

 

Responsibilities

• Conduct high-volume outbound cold calling to prospects at target organizations
• Use proven scripts to introduce services and gauge interest in financial planning
• Qualify leads and assess prospect needs for life insurance, disability, and investment services
• Handle initial objections and questions with a consultative, non-aggressive approach
• Schedule appointments and coordinate meeting confirmations via WhatsApp
• Maintain accurate call logs and prospect information
• Follow up with prospects as needed to secure commitments
• Work toward 1-2% conversion targets through consistent daily activity

 

Requirements

• Strong communication skills and professional phone presence (non-negotiable)
• Cold calling experience in selling insurance or at least financial accounts
• Previous sales and appointment setting experience required
• Natural, consultative approach – not pushy or overly aggressive
• Ability to handle rejection while maintaining positive attitude
• Reliable internet connection and quiet work environment
• English-speaking proficiency required
• Bonus if you have background in insurance or financial services
• It helps if you’re comfortable with high call volumes and numbers-driven work

 

Independent Contractor Perks
HMO Coverage for eligible locations

Permanent work from home

Immediate hiring

Steady freelance job

 

Side Note

This is a permanent work-from-home role under an Independent Contractor arrangement. Candidates must have their own computer and reliable internet connection, and are responsible for their own taxes and benefits. Professional hourly fees are established based on your performance in the application process.

Please click the "Apply" button to complete your application, including the assessment questions, technical check, and voice recording. Your hourly pay rate will be established based on your performance in the application process; submissions with all requirements fulfilled will receive priority review.