Outbound Sales Development Representative

Tivly • Dallas, TX

4d • Remote

About The Position

Tivly is seeking an Outbound Sales Development Representative (SDR) to connect business owners actively shopping for commercial insurance with the right agents. This role focuses on inviting and securing commitments from qualified prospects to attend the company's weekly educational webinar. The ideal candidate is curious, coachable, organized, comfortable making phone calls, and motivated to manage their day effectively. While industry experience and a specific degree are not required, previous sales experience is helpful. The role involves working within an established outbound system that includes prospect lists, CRM templates, an AI-powered resource hub, and training. The SDR will be responsible for learning and executing this system consistently, identifying areas for improvement, and maintaining accurate records in the CRM.

Requirements

• Comfortable with CRM systems and accurate data entry
• Comfortable with professional email and calendar management
• Comfortable with AI-powered support/chatbot tools
• Comfortable working across multiple browser-based applications
• Comfortable with video conferencing tools (Zoom, Google Meet, or similar)
• Comfortable learning new technology and troubleshooting basic issues independently
• Ability to stay consistent through high call volume and real rejection
• Genuinely motivated by the idea that your results determine your earnings
• Ability to welcome feedback and put it into practice
• Ability to ask questions and understand the "why"
• Ability to handle repeated "no's" without losing energy or focus
• Understanding that good CRM data and documentation matter
• Comfortable with the repetition required to get great at outbound
• Ability to follow a defined process closely before trying to reinvent it
• Comfortable on the phone

Nice To Haves

• Previous experience in Business Development / Sales Development
• Previous experience in Inside or outbound sales
• Previous experience in Lead generation or appointment setting
• Previous experience in Customer service with a strong communication component
• Experience with automation or workflow tools such as Zapier

Responsibilities

• Make 100–150 outbound calls per day to prospective leads
• Reach and engage decision-makers over the phone
• Invite and secure commitments from qualified prospects to attend our weekly webinar
• Follow established outreach cadences and call frameworks
• Personalize CRM notes using approved templates, updating variables per conversation
• Use our AI chatbot and resource hub as your first line of support for questions
• Maintain accurate records of every call, outcome, and next step in the CRM
• Surface patterns, objections, and prospect feedback to sales leadership
• Participate in regular 1:1 coaching focused on development and performance
• Adapt as messaging and workflows evolve based on what we're learning

Benefits

• Medical, Dental, and Vision Insurance
• Paid Time Off (PTO) and Paid Sick Time
• Flexible Scheduling (Flex Time)
• Flexible Spending Accounts (FSA) for health and dependent care
• Company-paid Short- and Long-Term Disability
• No-cost mental, emotional, and physical well-being support through the First Stop Health app
• 401(k) with 4% company match
• Pay for designated holidays without having to work

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed