SyndicatedFractional SDRTampa, Florida, United States (also New York)

Full-time SDR, PolicyLift

FULL-TIME SDR JOB · SAAS SECTOR · TAMPA, FLORIDA, UNITED STATES (ALSO NEW YORK)

SDR · FRACTIONALfractional.quest
PolicyLift
◵ TAMPA◷ FULL-TIME◶ SAAS
Full-time SDR at PolicyLift, Tampa
Engagement
Full-timePermanent · as posted
Days / week
Not statedClarify at apply
Day rate
Not statedNot benchmarked
IR35
Not statedClarify at apply

Full-time SDR at PolicyLift, based in Tampa. Full posting below, with the day rate stated or estimated with its basis.

01

Full-time SDR — the posting in full

~/original-posting · verbatimsource: ashby

Full-timeRate not stated Not confirmed still open

What the posting asks · quoted from the listing

  • YearsWho you are 6 months to 2 years in sales or another high-activity role.
  • Must-have6 months to 2 years in sales or another high-activity role.
  • Must-haveHungry and gritty. You can take 50 no's before lunch and still bring energy to the 51st call.
  • Must-haveA clear, confident communicator on the phone and in writing.
  • Must-haveOrganized and consistent. You follow up when you say you will, and your pipeline is never a mystery.
  • Must-haveCoachable. You ask for feedback, learn from it, and use it the same day.
  • Must-haveA self-starter. You know your responsibilities and take action when nobody is looking.
  • Must-haveExcited about AI and tech startups, and curious about how a company gets built from the inside.

The 30-second summary

You will be a founding member of our business development team: call independent insurance agency owners all day, earn their curiosity in under a minute, and book qualified demos that turn into long-term customers. This is an outbound role. It is not inbound, not full-cycle, and not account management.

Why agency owners pick up

There are 40,000+ independent P&C agencies in the US, and most still close every policy across a fragmented set of tools: manual data entry across five or more systems, disconnected intake, no pipeline visibility, and phones that hit a dead-end after 5PM. PolicyLift is the all-in-one AI growth engine for those agencies. We do four jobs for them:

Grow. Website, SEO, AI search, and email marketing that bring in leads.

Intake. AI agents, smart forms, and carrier data and documents, so every lead is captured and complete.

Submit. One-click transfer to the systems that matter: AMS, CRM, raters and carriers

Bind. Comparisons and proposals that get the policy bound.

What you'll do

Dial. Most of your day is outbound calling to agency owners. You'll get past gatekeepers, run a short conversation, win their curiosity, and book a meeting.

Work every reply. When our marketing campaigns get leads, you own them: answer the question, handle the objection, get the demo on the calendar.

Triage inbound. Demo requests, website forms and conference leads come to you first. You'll qualify them fast and route them to the right next step.

Watch the market. Email, LinkedIn, events and partner referrals for buying signals. Act on them the same day.

Keep the CRM clean. Every call, outcome and next step goes into HubSpot, because the team plans its week from your data.

Feed back what you hear. You'll hear more objections than anyone, so you'll help sharpen our scripts, lists and messaging every week.

Conferences and industry events. Up to 30% travel is expected to attend industry events and book in person demos at conferences and events across the country.

Your first 90 days

Weeks 1–2. Learn the market by calling agencies with short discovery questions: which AMS, which rater, which CRM. You'll learn the industry, the vocabulary and how to engage our ICP.

Months 1–3. You're running full outbound sequences, booking demos, and filling our pipeline.

Months 3–6. You're consistently hitting your weekly and monthly targets and starting to sit in on demos and run discovery yourself.

Months 6–12. You're above target, running your first demos end to end, and interviewing for AE.

Who you are

  • 6 months to 2 years in sales or another high-activity role.

Hungry and gritty. You can take 50 no's before lunch and still bring energy to the 51st call.

A clear, confident communicator on the phone and in writing.

Organized and consistent. You follow up when you say you will, and your pipeline is never a mystery.

Coachable. You ask for feedback, learn from it, and use it the same day.

A self-starter. You know your responsibilities and take action when nobody is looking.

Excited about AI and tech startups, and curious about how a company gets built from the inside.

Bonus qualifications

  • Cold-calling experience or a quota-carrying role.

Exposure to insurance, small business or SaaS. Insurance knowledge is a plus, not a requirement; we'll teach you the industry.

You've used HubSpot, Aircall, Apollo or a similar sales stack.

Athlete, founder, competitor: anything that shows you outwork people.

What we offer

  • Competitive base plus uncapped commission with accelerators above target.
  • Meaningful equity and ownership in the company.
  • Fully covered health, dental and vision.
  • A real, fast path to AE, with direct coaching from the people who close our deals.
  • A front-row seat at an early-stage AI company.
  • Founding scope: ownership in building something real
  • About PolicyLift

PolicyLift is the AI-native growth engine for independent P&C agencies: one platform that drives growth, consolidates fragments of point solutions, so agencies can source and close premium faster. Our team brings experiences from top-tier technology companies like Google, Meta, and Insurtech leaders like Qualia.

PolicyLift is VC-backed, used by 1,000+ agents and actively services a book of over $1B in premium.

Summary

New York City or Tampa

$60-100K OTE

  • Clear path to AE in 6–12 months if you beat your targets

not quite the right fit?

Tell us what you're actually looking for.

Browse the UK fractional and interim roles on our board — each day rate stated, estimated with its basis, or marked not stated — flagged when a role is worth a fractional pitch.

Hiring for a role like this? We undertake a shortlist of 3–5, five-stage vetting and an IR35 position on every brief.

Rate not stated · Tampa
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