Job Description
Sales Development Representative (SDR) - Virtual Assistant Services
Location: Philippines (Remote or Office-Based)
Schedule: US Business Hours (9:00 AM - 5:00 PM EST)
Department: Virtual Assistant Services
Reports To: Manager, Client Success & Onboarding / VA Product Leadership
Position Overview
Moder is seeking a highly motivated and results-driven Sales Development Representative (SDR) to drive growth within our Virtual Assistant (VA) Services business. This is a true hunter role focused on building pipeline, generating new business opportunities, and closing deals within the insurance and mortgage industries.
Unlike a traditional SDR position, this role owns the entire sales cycle from prospecting and lead generation to discovery calls, proposal development, negotiation, closing, and client handoff. The ideal candidate is an experienced sales professional with a strong understanding of the Virtual Assistant industry and a proven track record of outbound prospecting and revenue generation.
This position works during US business hours and may be performed remotely or from one of Moder's office locations.
Key Responsibilities
Business Development & Prospecting
- Identify, research, and target prospective clients within the insurance, mortgage, and related financial services industries.
- Conduct high-volume outbound prospecting through phone calls, email campaigns, LinkedIn, and other outreach channels.
- Generate qualified leads and build a consistent sales pipeline.
- Develop and execute account penetration strategies to engage key decision-makers.
Discovery & Consultative Selling
- Conduct discovery meetings to identify client needs, challenges, staffing gaps, and growth objectives.
- Educate prospects on Moder's Virtual Assistant solutions and value proposition.
- Present solutions tailored to client business requirements.
- Build trusted advisor relationships with executives and business owners.
Sales Cycle Management
- Manage opportunities through the complete sales process.
- Prepare proposals, pricing recommendations, and client presentations.
- Lead negotiations and address objections.
- Close new business opportunities and secure signed agreements.
- Maintain accurate sales activity and forecasting within CRM systems.
Client Transition & Coordination
- Coordinate with Recruiting, Operations, HR, IT, and Onboarding teams following contract execution.
- Ensure a smooth transition from sale to implementation.
- Participate in client onboarding discussions to ensure expectations are clearly communicated.
- Support initial client relationship development until handoff to account management.
Market & Industry Expertise
- Stay informed on Virtual Assistant industry trends, staffing models, outsourcing solutions, and competitive offerings.
- Maintain knowledge of insurance and mortgage industry workforce challenges and staffing needs.
- Provide market feedback and competitive intelligence to leadership.
Required Qualifications
- 3+ years of B2B sales experience, preferably in staffing, outsourcing, BPO, Virtual Assistant services, or workforce solutions.
- Proven success in outbound prospecting and new business development.
- Experience managing a complete sales cycle from lead generation through closing.
- Strong verbal communication and presentation skills.
- Excellent phone-based sales and consultative selling abilities.
- Ability to build relationships with executives, business owners, and operational leaders.
- Strong negotiation and objection-handling skills.
- Experience using CRM platforms such as HubSpot, Salesforce, Zoho, or similar.
- Comfortable working US business hours (9:00 AM - 5:00 PM EST).
Preferred Qualifications
- Direct experience selling Virtual Assistant services, offshore staffing solutions, BPO services, or outsourcing solutions.
- Knowledge of the Mortgage industry.
- Knowledge of the Insurance industry.
- Experience selling to small and mid-sized businesses in the United States.
- Familiarity with workforce management, staffing, recruitment, or operational outsourcing models.
Core Competencies
- Hunter Mentality
- Prospecting & Lead Generation
- Consultative Selling
- Discovery & Qualification
- Relationship Building
- Negotiation & Closing
- Pipeline Management
- Strategic Thinking
- Communication & Presentation Skills
- Cross-Functional Collaboration
- Results Orientation
