Sales Development Representative - Charlotte

Trellis Technologies•Charlotte, NC

6d•Remote

About The Position

About Trellis Trellis is rewriting the insurance experience from the inside out. We’re the tech company behind Savvy, our licensed insurance agency, and we’re bringing clarity and ease to a space known for… the opposite. With powerful tools, clean design, and a customer-first mindset, we’re making insurance shopping refreshingly effortless. We’re a profitable, fast-growing Series A startup backed by General Catalyst, QED, NYCA, and Amex Ventures. As a remote-first team, we move quickly, experiment boldly, and build with intention. If you’re craving meaningful impact, energized by ambiguity, and are ready to build alongside exceptional teammates, you’re going to love doing your best work at Trellis. About the Role Are you a strong salesperson looking to break into the insurance industry and build a career in sales? At Savvy, the Sales Development Representative (SDR) role is the first step in our sales career path. SDRs work directly with prospective customers to validate insurance inquiries and prepare them for conversations with our licensed sales agents. This role is designed for motivated salespeople who want to develop their skills, learn the insurance industry, and earn the opportunity to become a licensed insurance agent. Top-performing SDRs can move into a Licensed Sales Agent role, where they advise customers, quote policies, and earn commission. Savvy supports this transition by covering licensing costs and providing training.

Requirements

Love talking to customers and building rapport quickly
Are competitive and motivated by performance and growth opportunities
Thrive in fast-paced environments with high customer interaction
Pay close attention to details and follow structured processes
Are comfortable working with multiple systems and tools
Experience in sales, customer service, or high-volume customer interactions is helpful but not required.
Most importantly, you should be excited about building a long-term career in sales and growing into a licensed insurance agent.

Responsibilities

Speak with inbound leads and confirm intent, budget, and timeline
Validate and update customer information including household, vehicle, and property details
Collect missing information required for quoting and underwriting
Use internal tools to determine the appropriate next step for each lead
Transfer qualified customers to licensed sales agents