Summary
Tivly is a marketplace for commercial insurance that connects business owners with insurance agents and carriers. The Outbound Sales Development Representative will conduct high-volume outbound calling, engage decision-makers, and secure commitments from qualified prospects to attend weekly webinars while maintaining accurate CRM records and providing feedback to sales leadership.
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 - this role is not about pitching or presenting; it's about consistent, disciplined booking
- 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, keeping downtime low
- 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
Skills
- Must be authorized to work in the U.S. without visa sponsorship
- Someone who enjoys talking to people, likes having a clear process to work within, and wants to build a sales career from the ground up
- You don't need industry experience
- You don't need a specific degree
- While previous sales experience is helpful
- Curious, coachable, organized, comfortable picking up the phone, and motivated enough to own their day
- Baseline technology comfort is important
- You should be comfortable with:
* CRM systems and accurate data entry
* Professional email and calendar management
* AI-powered support/chatbot tools
* Browser-based applications, working across multiple systems
* Video conferencing tools (Zoom, Google Meet, or similar)
- Previous experience in any of the following is helpful, but not required:
* Business Development / Sales Development
* Inside or outbound sales
* Lead generation or appointment setting
* Customer service with a strong communication component
- We're more interested in finding someone with the aptitude, work habits, and hunger to learn them
- Someone who can stay consistent through high call volume and real rejection, call after call
- Hungry: Genuinely motivated by the idea that your results determine your earnings
- Coachable: You welcome feedback and put it into practice
- Curious: You ask questions and want to understand the "why"
- Resilient: You can handle repeated "no's" without losing energy or focus
- Detail-oriented: You understand that good CRM data and documentation matter
- Consistent: You're comfortable with the repetition required to get great at outbound
- Disciplined: You can follow a defined process closely before trying to reinvent it
- Comfortable on the phone: Outbound calling is the core of this position
- Experience with automation or workflow tools such as Zapier
- You're comfortable learning new technology and troubleshooting basic issues independently
Qualifications
Must Haves
- Must be authorized to work in the U.S. without visa sponsorship
- someone who enjoys talking to people, likes having a clear process to work within, and wants to build a sales career from the ground up
- You don't need industry experience
- You don't need a specific degree
- while previous sales experience is helpful
- curious, coachable, organized, comfortable picking up the phone, and motivated enough to own their day
- baseline technology comfort is important
- You should be comfortable with:
* CRM systems and accurate data entry
* Professional email and calendar management
* AI-powered support/chatbot tools
* Browser-based applications, working across multiple systems
* Video conferencing tools (Zoom, Google Meet, or similar)
- Previous experience in any of the following is helpful, but not required:
* Business Development / Sales Development
* Inside or outbound sales
* Lead generation or appointment setting
* Customer service with a strong communication component
- We're more interested in finding someone with the aptitude, work habits, and hunger to learn them
- someone who can stay consistent through high call volume and real rejection, call after call
- Hungry: Genuinely motivated by the idea that your results determine your earnings
- Coachable: You welcome feedback and put it into practice
- Curious: You ask questions and want to understand the "why"
- Resilient: You can handle repeated "no's" without losing energy or focus
- Detail-oriented: You understand that good CRM data and documentation matter
- Consistent: You're comfortable with the repetition required to get great at outbound
- Disciplined: You can follow a defined process closely before trying to reinvent it
- Comfortable on the phone: Outbound calling is the core of this position
Nice to Haves
- Experience with automation or workflow tools such as Zapier
- you're comfortable learning new technology and troubleshooting basic issues independently
Benefits
- Commission tied to converted webinar attendees
- 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