Philippines onlyWe are seeking a motivated Business Development Assistant to drive new customer acquisition for our client. This is a great opportunity to grow your sales career in a fast-paced tech company.
The ideal candidate is confident on the phone, quick-thinking, and coachable, with the ability to deliver an engaging pitch. If you’re ready to take on this key role, we’d love to work with you.
Core Tasks:
Agent Outreach & Follow-Up
- Call agents daily to reconnect, follow up on interest, confirm next steps, and assist with appointments/quoting.
- Prioritize calls within 48–72 hours of events to maintain warm relationships.
Conduct targeted outbound campaigns for stalled agents or incomplete paperwork, using a friendly, professional phone presence.
Pipeline & Portal / CRM Management
- Enter and update lead/agent info in CRM/portal; keep records accurate and up to date.
Track agent progress: appointments, documents, quotes, and binding activity. - Highlight focus lists for the Channel Lead (e.g., top agents to call, stalled cases).
Sales Support & Call Support
- Prepare brief dossiers for key calls and join selected calls to take notes and document follow-ups.
- Send clear recap emails with next steps; coordinate calendars and follow-up meetings.
Reporting & Process Improvement
- Track outreach activity and outcomes (calls, appointments, documents collected, reactivated agents).
- Share patterns and agent feedback with the team; suggest small process improvements to streamline workflows.
Must-Haves:
- Experience in insurance (especially personal lines such as home/auto/jewelry) or similar verticals (i.e. financial services)
- 3+ years of experience in Sales Development / Business Development / Inside Sales / Appointment Setting with:
- High-volume outbound calling
- Following up on leads from events, inbound, or marketing campaigns
- Proven success booking meetings, moving leads through a pipeline, and hitting SDR/BDR KPIs
- Excellent spoken and written English, with a neutral or very clear accent
- Comfortable spending 4+ hours per day on the phone, speaking with agents, office staff, and other stakeholders
- Strong phone presence: confident, friendly, and professional—even when you’re unsure, you can stay composed and sound in control
- Experience working with CRMs and/or portals to log calls, update statuses, and manage a pipeline (Salesforce, HubSpot, Ontraport, or similar)
- High coachability and proactivity
- Strong organizational skills and high follow-through—you don’t let tasks or agents drop
Nice-to-Haves:
- Experience in insurance product services
- Prior experience working with independent agents/agencies or in an insurance carrier/broker environment
Perks & Benefits
- Salary: Up to Php 90,000 / $9 hr depending on experience
- Attendance Bonus: $25/month for perfect attendance
- Yearly Performance Evaluation
- Anniversary Bonus: PHP 5,000 (1st year), PHP 10,000 (2nd–4th years)
- Referral Bonus: $300 per successful hire
- 7 days Paid Holiday Off
- 6 days Paid Time Off
- Healthcare Plan
- Maternity Leave
- Paternity Leave
