[Hiring] Sales Development Representative @Plum Benefits Private Limited

Role Description

Every customer's Plum story starts with a conversation, and you will be having it. As an SDR, you are the first human voice our customers hear after they show interest in health or term insurance. Buying insurance is a big decision, often made out of worry. A good first call can be the difference between a family getting protected now or putting it off another year.

You will understand why the customer reached out, answer what they are unsure about, and, when it makes sense, book a conversation with one of our Health or Term specialists. Even if they don't book, they should hang up knowing more than when they picked up.

This is a learning role. You will not be handed a headset and left alone. You will be trained, certified and coached before you take live leads, and you will work alongside experienced teammates as you ramp up.

What you'll do

• Reach out fast and warmly: Call and message new leads quickly, with a conversation that feels human and not scripted.
• Understand the why: Find out what prompted the enquiry and what the customer is worried about, including how claims will work, before talking about any plan.
• Qualify with care: Capture the customer's needs, family situation and intent, and tag each lead honestly (hot, warm, cold, nurture) so the right next step follows.
• Book the next conversation: Hand the customer over cleanly to a Health or Term specialist with the full context, so they never have to repeat themselves.
• Make sure they show up: Confirm and remind through WhatsApp and calls, so booked appointments turn into real conversations.
• Follow up without fail: Work your pipeline daily. Log every call the same day with an outcome, notes and a next action, so no lead is left waiting and the CRM is always accurate.
• Handle objections honestly: Respond to "not interested", "already have a policy" or "too expensive" with facts and empathy. Never pressure a customer who is unsure. Help them understand and decide in their own time.
• Keep getting better: Learn from regular call reviews, 1:1 coaching and team listening sessions. Share what you hear from customers, including competitor mentions, so the whole team learns.

Your job ends at a great handover. Policy booking, placement and servicing are handled by our specialist and operations teams, and you will see how they work as part of your learning.

Qualifications

• Freshers or up to 1 year of work experience.
• Clear, warm and confident communication, on calls and in writing.
• The ability to explain complex things simply and honestly, in a way that builds trust.
• Comfort working remotely and independently: managing your own schedule, staying disciplined and staying connected with the team. Prior remote work experience is not required.
• Comfort with targets and a drive for measurable outcomes.
• Real curiosity, ownership and a willingness to learn quickly in a fast-moving, evolving business.
• Prior exposure to B2C sales, insurance, financial services or personal finance is a plus, but not required.

How you'll ramp up

• Learn: Insurance basics, our products, the market and how to run a great call. You complete a scored mock call before you speak to any real customer.
• Warm up: Your first live calls, with a senior teammate alongside you.
• Go live: Fresh leads, with regular call reviews and feedback.
• Grow: Weekly 1:1s, ongoing coaching and a clear path as the business grows.

What success looks like

• More leads turning into qualified, ready-to-buy customers.
• More booked appointments turning into real conversations.
• Customers who feel heard, informed and never pressured.
• Strong call quality scores that keep improving.
• A clean, up-to-date pipeline with every lead moving forward.

Why this role?

• A purpose that matters: You are the first voice a worried family hears. A good first call can decide whether they get protected now or put it off another year.
• Learning that compounds: Training, certification and coaching before you go live, then real customers with experienced teammates beside you. You build skills that last a career: selling, earning trust and running your own pipeline.
• Earnings that reward you: Your base pay is only the start. Every win moves your earnings up, and we celebrate the big ones loudly.
• Growth as we grow: Plum Personal is just beginning, and the people who build it with us grow as it does, with a real voice in how we work.