About this role
About the Client Our client is a California-based real estate, property management, and advisory firm expanding its Property & Casualty insurance services. They operate on fiduciary principles with a deep emphasis on integrity, transparency, and long-term client trust. They partner with property owners, businesses, investors, and HOA boards to deliver tailored, high-quality solutions. Why does this role exist? This role exists to fuel the growth of the client’s Property & Casualty insurance division by generating qualified opportunities through disciplined outbound outreach and consistent follow-up. The SDR will build a healthy pipeline, educate prospects on Property, Commercial, Business, and HOA insurance solutions, and coordinate quotes and applications. By aligning closely with internal property management and advisory teams, this role converts demand into revenue while delivering a high-touch, trust-centered client experience. Outbound Prospecting and Lead Generation Conduct high-volume cold calling, emailing, and networking to create new opportunities Qualify inbound and outbound leads, nurture them through discovery, and book meetings Execute targeted campaigns to reach property owners, business owners, investors, and HOA boards Pipeline Management and Follow-Through Maintain a robust sales pipeline with disciplined, scheduled follow-ups Log activities and update deal stages in the CRM with complete, accurate notes Meet or exceed weekly outreach and meeting-setting targets Client Education and Quoting Support Explain Property, Commercial, Business, and HOA insurance coverages in clear, simple terms Gather underwriting information, prepare or coordinate quotes, and support application submission Set expectations on timelines, next steps, and documentation required Cross-Functional Collaboration Partner with property management and advisory teams to identify cross-sell opportunities Coordinate with licensed agents/Account Managers to move prospects to binding Share market feedback to refine messaging, offers, and outreach strategy Professionalism and Continuous Improvement Uphold a trust-first, fiduciary approach in every client interaction Refine talk tracks, objection handling, and outreach sequences over time Stay current on commercial insurance trends and agency tools