Role Description The Sales Development Representative will assist the Northeast Regional teams with top-line funnel creation, event outreach and follow-up, meeting coordination, and other duties. This role is ideal for an individual who has previous experience in a sales or business development role with a solid understanding of the sales development process, superb interpersonal skills, effective written and verbal communication and is enthusiastic about making a real impact within the healthcare space. Our Northeast Region includes: ME, NH, VT, MA, RI, CT, NY, NJ, PA, DE, MD, DC, OH, KY, IN, MI Key Responsibilities: - Meet or exceed individual lead generation goals - Generate leads within the designated market of senior living communities & skilled facilities - Deliver motivational prospecting engagement to targeted clients - Obtain support & guidance from others in the Company as needed for sales prospecting - Answer client questions, as needed; including products and pricing - Calibrate the content of prospecting based on pre-sales due diligence - Identify opportunities to enhance & accelerate the sales prospecting - Update, maintain, & follow up on activities in Company CRM - Develop sales prospecting efforts in collaboration with Company marketing programs - Efficiently & effectively transition sales & lead opportunities to sales executive resources - Keep management informed regarding daily, weekly, and monthly activities & performances - Provide occasional feedback on products, services, & policies to respective Company team members - Maintain current market & product knowledge Qualifications - Bachelor's degree in business marketing, marketing, economics, or equivalent experience - 1-3 years of experience in sales development within technology, SaaS, or healthcare - Passionate about our mission and our technology - Excellent written and verbal communication skills - Strong organizational skills with the ability to deliver on multiple projects at a time - Superb interpersonal skills with the ability to quickly build rapport with prospects - Comfortable working in a remote and independent environment - Experience with G Suite, Salesforce, Office 360, and Slack - Willingness to travel up to 25% of the time - Ability to occasionally lift heavy equipment Salary Range $70-85k depending on experience, plus a commission plan, stock options and benefits. Benefits - A mission-driven company culture - Fully remote - Competitive salary & benefits, including fully paid employee premiums for Medical, Dental, and Vision - 401k Program - Monthly Education, Well-being & WFH stipends - Non-accrual PTO - Growth Potential - Company Retreats - Medical & Family/Parental Leave

• Conduct high-volume outbound calls to prospective customers. • Engage prospects via phone, SMS, and other communication channels where applicable. • Build rapport quickly and confidently manage objections. • Encourage prospects to complete an online financial application. • Accurately capture and update customer information within the CRM. • Maintain detailed notes and follow-up activities. • Meet daily activity and conversion targets. • Work closely with the U.S.-based sales team to ensure smooth handover of qualified applications.

• Lead, coach, and motivate a team of outbound sales agents. • Monitor daily call activity, productivity, and conversion performance. • Conduct regular coaching sessions and performance reviews. • Listen to call recordings and provide actionable feedback. • Ensure agents consistently meet quality and activity standards. • Assist with onboarding and ongoing training of new team members. • Work closely with the U.S. client to communicate performance metrics and operational updates. • Identify coaching opportunities and implement performance improvement plans where required. • Foster a positive, competitive, and results-driven team culture. • Produce reports on team KPIs and conversion metrics.

Role Description This is a part-time role with full-time income potential — but only for the kind of person who performs without being managed, follows a system without making excuses, and genuinely cares about the people they're helping. You'll help American families make smart decisions about life insurance and financial protection — using our warm lead platform, proven sales system, and full training support. You set your hours. You work remotely. You get paid on performance with no ceiling. - Part-time agents working our system consistently earn $2,000–$6,000+/month. - Top full-time producers earn $150,000–$750,000+/year. - Results vary based on effort, activity, and coachability. Qualifications - Closers who know how to have a real conversation - Professionals tired of income capped by someone else's budget - Coachable people who execute fast and don't need hand-holding - Part-time performers who want full-time income potential - People with integrity who actually care about helping families - Best fit backgrounds: sales, real estate, mortgage, solar, insurance, recruiting, business development, hospitality, or any high-performance environment where results were tied to your effort. Requirements - Work warm leads through our proprietary platform — no cold calling strangers - Have real consultative conversations with families about life insurance - Follow our proven sales process and training system - Submit applications digitally — fast, simple, mobile-friendly - Build part-time production with the option to scale into leadership Licensing - A life insurance license is required. If you don't have one, we cover $100 toward your pre-licensing course. Most people complete it in 2–4 weeks while still working their current job. - Start here: partners.xcelsolutions.com/sfgjerryc99 This is Not for You If - You need a guaranteed salary - You want someone checking in on you every day - You're outside the United States - You're looking for average results from average effort Ready? Skip the cover letter. Apply and answer one question: "What's your current income and what would part-time earnings need to look like for this to be worth your time?" We'll follow up within 48 hours. Choate Agency | An SFG Partner Agency 🌐 Remote | 🇺🇸 U.S. Residents Only ⚠️ This is a 1099 independent contractor position. Income is commission-based. Earnings are not guaranteed and depend on individual effort, activity, and coachability.