Job Overview
Location
Tampa, FL
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 critical first human touchpoint for prospective insurance customers, playing a pivotal role in validating leads and preparing them for meaningful conversations with licensed sales agents—directly contributing to the company’s mission of making insurance shopping effortless and transparent.
- • You will engage with inbound leads to confirm customer intent, budget, and timeline; validate and update essential customer data including household, vehicle, and property details; collect missing information required for quoting and underwriting; leverage internal tools to determine the optimal next step for each lead; and seamlessly transfer qualified prospects to licensed sales agents—ensuring a smooth, efficient handoff that supports both customer satisfaction and sales team effectiveness.
- • Trellis is 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 mission-driven impact—offering you the chance to grow alongside a company that’s redefining the insurance experience through technology and customer-centric design.
- • You will be part of a collaborative, transparent culture where ideas are valued over hierarchy, with clear pathways for career advancement—top-performing SDRs are supported in transitioning to Licensed Sales Agent roles, with Trellis covering licensing costs, providing mentorship, and enabling uncapped earning potential, with top agents consistently earning $100K+ and some exceeding $160K annually.
- • This role offers more than a job—it’s a launchpad for a meaningful sales career in a high-impact industry, where you’ll develop deep expertise in insurance sales processes, sharpen your communication and qualification skills, and grow professionally in an environment that invests in your whole life through flexible policies, wellness support, and long-term career development opportunities.
🎯 Requirements
- • Strong communication skills with a natural ability to build rapport quickly with customers over the phone
- • Motivation driven by performance, growth opportunities, and a desire to build a long-term career in sales
- • Comfort working in fast-paced, high-volume customer interaction environments with attention to detail and process adherence
- • Experience in sales, customer service, or high-volume customer interactions is helpful but not required
- • Proficiency with multiple systems and tools, with the ability to learn and navigate internal platforms efficiently
🏖️ 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, enabling flexibility and work-life balance
- • Comprehensive health insurance starting day one, along with 401(k), HSA, FSA, and wellness programming
- • Paid parental leave, flexible vacation policy, and quarterly virtual/in-person team events to foster connection
- • Tuition support for insurance licensing, mentorship from experienced sales leaders, and a clear career path to Licensed Sales Agent with uncapped earning potential
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.
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