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3. Sales Development Representative (SDR)

As an SDR at American Ally, your job is to convert inbound leads into booked appointments and ultimately submitted applications. You are not cold calling from scratch — leads come to us through our marketing funnel. Your job is to work those leads quickly, professionally, and persistently.

What You Do Every Day

  1. Dial your assigned leads in HubSpot — target 100 calls per day
  2. Book brochure calls (Google Meet video appointments)
  3. Run brochure calls: present the Optimum Health Saver plan
  4. Close the sale and submit the application through the PALIC portal
  5. Follow up on all outstanding leads and open deals
  6. Log all activity accurately in HubSpot