Business Development Assistant

We are seeking a motivated Business Development Assistant to drive new customer acquisition for our client. This is a great opportunity to grow your sales career in a fast-paced tech company. The ideal candidate is confident on the phone, quick-thinking, and coachable, with the ability to deliver an engaging pitch. If you’re ready to take on this key role, we’d love to work with you. Core Tasks: Agent Outreach & Follow-Up • Call agents daily to reconnect, follow up on interest, confirm next steps, and assist with appointments/quoting. • Prioritize calls within 48–72 hours of events to maintain warm relationships. Conduct targeted outbound campaigns for stalled agents or incomplete paperwork, using a friendly, professional phone presence. Pipeline & Portal / CRM Management • Enter and update lead/agent info in CRM/portal; keep records accurate and up to date. Track agent progress: appointments, documents, quotes, and binding activity. • Highlight focus lists for the Channel Lead (e.g., top agents to call, stalled cases). Sales Support & Call Support • Prepare brief dossiers for key calls and join selected calls to take notes and document follow-ups. • Send clear recap emails with next steps; coordinate calendars and follow-up meetings. Reporting & Process Improvement • Track outreach activity and outcomes (calls, appointments, documents collected, reactivated agents). • Share patterns and agent feedback with the team; suggest small process improvements to streamline workflows. Must-Haves: • Experience in insurance (especially personal lines such as home/auto/jewelry) or similar verticals (i.e. financial services) • 3+ years of experience in Sales Development / Business Development / Inside Sales / Appointment Setting with:• High-volume outbound calling • Following up on leads from events, inbound, or marketing campaigns • Proven success booking meetings, moving leads through a pipeline, and hitting SDR/BDR KPIs • Excellent spoken and written English, with a neutral or very clear accent • Comfortable spending 4+ hours per day on the phone, speaking with agents, office staff, and other stakeholders • Strong phone presence: confident, friendly, and professional—even when you’re unsure, you can stay composed and sound in control • Experience working with CRMs and/or portals to log calls, update statuses, and manage a pipeline (Salesforce, HubSpot, Ontraport, or similar) • High coachability and proactivity • Strong organizational skills and high follow-through—you don’t let tasks or agents drop Nice-to-Haves: • Experience in insurance product services • Prior experience working with independent agents/agencies or in an insurance carrier/broker environment Perks & Benefits • Salary: Up to Php 90,000 / $9 hr depending on experience • Attendance Bonus: $25/month for perfect attendance • Yearly Performance Evaluation • Anniversary Bonus: PHP 5,000 (1st year), PHP 10,000 (2nd–4th years) • Referral Bonus: $300 per successful hire • 7 days Paid Holiday Off • 6 days Paid Time Off • Healthcare Plan • Maternity Leave • Paternity Leave