Job Description

Job Description

About the Role

The Sales Development Representative is the front door of Infinite Capital’s sales engine. This person works a high volume of inbound leads — roughly 50 fresh leads per day, called up to three times each for about 150 dials daily — with the single goal of qualifying prospects and booking strategy calls for the firm’s Infinite Banking Practitioners. The role is built around speed-to-lead, disciplined follow-up, and clean handoffs; the SDR does not close, but the quality of every closer’s day depends on the quality of the appointments this person sets.

Infinite Capital helps families and business owners become their own bankers through whole-life and infinite-banking strategies, working as a non-captive agency across multiple carriers. The SDR is the first voice a prospect hears, so this person carries the brand: clear, confident, professional on the phone, and quick on their feet. Success is measured simply — calls made, appointments set, prospects seen, and dollars produced downstream.

This is an entry-level sales seat with a real career path. New hires come on as SDRs within the Employee Maturity Model and grow into Career Agent and producer roles as they prove out their activity and earn production. The firm covers the cost of nothing on the license, but provides scripts, training, in-house case management, and a structured daily rhythm to set the right people up to win fast.

Responsibilities

• Contact inbound leads quickly and professionally to maximize speed-to-lead and engagement.
• Work an assigned book of roughly 50 leads per day, calling each up to three times (~150 dials/day), with leads rotated so follow-up stays consistent.
• Run qualification conversations to confirm prospects meet Infinite Capital’s criteria — income level, liquidity, and wealth-building activity.
• Identify each prospect’s primary financial motivation and surface it before handoff.
• Book qualified prospects into strategy calls with Infinite Banking Practitioners using the company calendar system.
• Execute the company’s multi-touch follow-up and nurture sequence to lift appointment show rates.
• Follow provided call scripts and frameworks; reset no-shows rather than letting them drop.
• Keep accurate, organized records of every interaction in the CRM (Go High Level) and dialer.
• Hand off qualified prospects cleanly to the assigned Sales Manager and pod — the SDR role is all handoffs.
• Hit daily activity targets: 150 calls and at least 3 set appointments per day.
• Participate in daily 8:30–10:00 AM pre-game/sales meetings and 5:00–5:30 PM post-game huddles.
• Continuously improve through coaching, recorded call reviews, and skill development.

What We’re Looking For

Non-Negotiables

• Strong verbal communication and a confident, professional phone presence — speaks smoothly and naturally.
• Personal discipline and consistency to sustain 150 dials a day without losing energy.
• Emotional resilience — handles rejection professionally and keeps dialing.
• Coachability and genuine openness to feedback from leadership.
• Based in the Miami area and able to work on-site Monday–Friday, 8:30–5:30.
• Willing and able to obtain a Florida 2-15 Life & Health Insurance License within the onboarding period (candidate covers the cost; ~1 week to complete).

Nice to Have

• Prior sales or business development experience (strongly preferred).
• Customer-service background is acceptable if the candidate is articulate, smooth, and clearly trainable.
• Experience with CRMs, dialers, or inside-sales environments (Go High Level a plus).
• An existing Florida 2-15 license already in hand.
• Bachelor’s degree (preferred, not required; high school diploma or equivalent is the baseline).

Field Requirements

This is an in-office, phone-intensive role. Expect extended periods of seated, sustained calling on a laptop and headset throughout the day, requiring concentration, vocal stamina, and mental focus. Professional business attire and proper hygiene are expected in the office. Saturday morning film/training sessions are available (in person or live-streamed) for those who want to accelerate.

Growth Opportunity

The SDR seat is the entry point of Infinite Capital’s Employee Maturity Model. High performers who consistently hit activity and set targets earn their way up the career-agent contract ladder and into full producer/closer roles, with rising commission contract levels tied to production. The firm invests in this path through scripts, in-house case management (so producers don’t handle underwriting paperwork), coaching, free Cardone University access for in-office agents, and incentive trips. This is a place to start a sales career, not just take a job.

Compensation & Benefits

OTE: $4,000/month draw against commission ($48,000 annualized) plus uncapped commission on production. Estimated first-year on-target earnings of $60,000–$90,000+ depending on activity and production (estimate — confirm with client). Career agents are on a 90.75% first-year contract level, inclusive of new-agent and production bonuses from carriers.

Benefits:

• Life, Health, Dental, and Vision Insurance
• 401(k) Match
• Free office space & zero office expenses
• In-house case management (no underwriting paperwork for the agent)
• Professional training & development, plus free Cardone University access for in-office agents
• Incentive plan bonuses and company-paid trips (e.g., Bahamas, Switzerland)

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