Job Overview
Location
Charlotte, NC
Job Type
Full-time
Category
Sales
Date Posted
March 28, 2026
Full Job Description
đź“‹ Description
- • As a Sales Development Representative at Savvyinsurance Trellis, you will serve as the first human touchpoint for prospective insurance customers, playing a critical role in validating leads and preparing them for conversations with licensed sales agents—directly contributing to the company’s mission of making insurance shopping effortless and transparent.
- • Your day-to-day responsibilities will include speaking with inbound leads to confirm customer intent, budget, and timeline; validating and updating customer information such as household, vehicle, and property details; collecting missing data required for quoting and underwriting; using internal tools to determine the appropriate next step for each lead; and transferring qualified prospects to licensed sales agents—all while maintaining high standards of accuracy and customer experience.
- • You will join a profitable, fast-growing Series A startup backed by top-tier investors including General Catalyst, QED, NYCA, and Amex Ventures, operating as a remote-first team that values experimentation, intentionality, and impact—offering you the chance to grow alongside exceptional teammates in a mission-driven culture.
- • This role is designed as a launchpad for a long-term sales career in insurance, where top performers can transition into Licensed Sales Agent roles with full support from the company, including coverage of licensing exam costs, mentorship from experienced leaders, and a clear path to uncapped earning potential—top agents consistently earn $100K+, with some exceeding $160K.
🎯 Requirements
- • Strong communication skills with the ability to build rapport quickly and engage customers effectively in high-volume conversations
- • Motivation to build a career in sales, with a competitive drive and interest in performance-based growth opportunities
- • Comfort working with multiple systems and tools, attention to detail, and ability to follow structured processes in a fast-paced environment
🏖️ Benefits
- • Competitive base salary plus performance-based incentives tied to lead qualification and sales team support
- • Fully remote work arrangement across the US and Canada, with flexible vacation and day-one health insurance coverage
- • Wellness programming, 401(k) and HSA contributions, FSAs, bonuses, equity opportunities, and paid parental leave to support your whole life
Skills & Technologies
About Savvyinsurance Trellis
Savvyinsurance Trellis is a digital insurance agency focused on simplifying the insurance buying process. They offer a wide range of insurance products, including life, health, auto, home, and business insurance, from various providers. Their platform allows users to compare quotes, find personalized recommendations, and access expert advice to make informed decisions. Savvyinsurance Trellis aims to empower consumers with knowledge and tools to secure the best coverage at competitive prices. They emphasize transparency, customer service, and a user-friendly experience, making insurance more accessible and understandable for everyone. Their goal is to be a trusted partner in navigating the complexities of insurance.
Subscribe to the weekly newsletter for similar remote roles and curated hiring updates.
Newsletter
Weekly remote jobs and featured talent.
No spam. Only curated remote roles and product updates. You can unsubscribe anytime.
