Position Summary: The Sales Development Representative (SDR) is responsible for contacting inbound leads, qualifying prospects financially and strategically, identifying their primary financial motivations, and scheduling qualified strategy calls with Infinite Banking Practitioners. This role is critical to driving the sales pipeline by ensuring practitioners spend their time with highly qualified prospects. The SDR must communicate clearly, think quickly on their feet, and operate with discipline while maintaining high daily activity levels. Success in this role is measured by the quality and quantity of qualified strategy calls scheduled.

About Infinite Capital Solutions: We are Infinite Capital Solutions, we provide financial products, services, and education and we are growing by the day. Our mission is to help families become their own bankers and take control of their financial futures. We are courageous and intentionalin our pursuit to see every team member reach their personal, professional, and financial goals through the work we do together. Our core values are the backbone of our business and guide our hiring process: we are RESULTS-ORIENTED, INTEGROUS, LEADER-DRIVEN, & INFINITELY IMPACTFUL.

Please watch this video to learn more about who we are looking for: https://myinfinitecapital.com/career

Here is a video about how we get paid: https://youtu.be/LOLs0hwZyas?si=78gwi0l2u4feTZWt

Performance Objectives

• Contact inbound leads quickly and professionally to maximize speed-to-lead and engagement rates.
• Conduct qualification calls to determine whether prospects meet Infinite Capital’s financial criteria, including income level, liquidity, and wealth-building activities.
• Schedule qualified prospects for strategy calls with Infinite Banking Practitioners using the company’s calendar system.
• Maintain a consistent outbound calling cadence to maximize pipeline opportunities.
• Follow the company’s multi-touch follow-up and nurture sequence to increase appointment show rates.
• Maintain accurate and organized records of all prospect interactions within the CRM and dialer systems.
• Collaborate closely with the assigned Sales Manager and pod team to ensure proper handoff of qualified prospects.
• Consistently meet or exceed daily appointment targets.
• Contribute to achieving team production goals that support monthly premium targets.
• Participate actively in daily pre-game huddles, sales training sessions, and post-game performance reviews.
• Continuously improve call performance through coaching, call reviews, and skill development.
• Performs other related tasks as assigned.

Key Competencies

• Strong verbal communication and professional phone presence.
• High level of personal discipline and consistency in daily activity.
• Confidence in initiating conversations with high-income professionals and business owners.
• Emotional resilience and the ability to handle rejection professionally.
• Strong time management and organizational skills.
• Comfort working within CRM and dialer technology systems.
• Ability to follow structured call frameworks and scripts effectively.
• Curiosity and critical thinking when asking questions and uncovering motivations.
• Coachability and openness to feedback from leadership.
• Professional presence and ability to represent the company’s brand with credibility.
• Focus and mental stamina during high call-volume workdays.
• Team collaboration within a structured sales pod environment.

Education and Experience

• Candidates should possess a high school diploma or equivalent, with a bachelor’s degree preferred but not required.
• Prior experience in sales, business development, customer service, or phone-based roles is beneficial but not mandatory for highly motivated candidates.
• Candidates must obtain a Life and Health Insurance License (2-15 license in Florida or equivalent in applicable states) within the required onboarding period.
• Experience working with CRM systems, dialers, or inside sales environments is a plus.

Physical Requirements

• This position is performed primarily in an office environment and requires extended periods of sitting while making phone calls and working on a computer.
• The role involves frequent use of a laptop, headset, and CRM software to manage calls and prospect data.
• Employees should expect consistent phone activity throughout the day, requiring sustained vocal communication, concentration, and mental focus.
• Professional business attire and proper hygiene are expected when interacting with colleagues and clients in the office environment.

Benefits

• Life Insurance
• Health Insurance
• Dental Insurance
• Vision Insurance
• 401k Match
• Free Office Space
• Professional Training & Development Opportunities

Commitment to Diversify

As an equal opportunity employer committed to meeting the needs of a multigenerational and multicultural workforce, Infinite Capital Solutions recognizes that a diverse staff, reflective of our community, is an integral and welcome part of a successful and ethical business. We hire local talent at all levels regardless of race, color, religion, age, national origin, gender, gender identity, sexual orientation, or disability, and actively foster inclusion in all forms both within our company and across interactions with clients, candidates, and partners.

If this position caught your eye, send us your resume! For best consideration, include the job title and source where you found this position in the subject line of your email to yaritza @myinfinitecapital.com. Already an Infinite Capital Solutions candidate? Please connect directly with your recruiter to discuss this opportunity.

Job Types: Full-time, Part-time

Pay: $79,000.00 - $201,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Professional development assistance
• Vision insurance

Experience:

• Sales: 1 year (Required)

License/Certification:

• Life & Health Insurance License (Preferred)

Ability to Commute:

• Miami, FL 33126 (Required)

Work Location: In person