Benefits:
- Bonus based on performance
- Competitive salary
- Flexible schedule
- Free food & snacks
- Opportunity for advancement
- Training & development
POSITION SUMMARY As our
Remote Business Development Specialist, you will play a key role in appointment setting, lead generation, and marketing activities to support the agency’s growth. This part-time, fully remote role requires 4-6 hours per day and is ideal for individuals with customer service experience, sales acumen, and a strong ability to manage lead pipelines. Additionally, this role has the opportunity to foster creativity through managing and executing on marketing initiatives including but not limited to development of social media content, coordinating and supporting events and participating in community outreach. You will be responsible for initiating contact with prospective clients, nurturing leads, and representing our agency with professionalism and kindness. This position offers an opportunity to refine your sales and customer relationship skills, while contributing to an impactful, supportive organization.
ABOUT US Insurance is what we do, not who we are! Welcome to
The Cabanillas Agency, where we believe that choosing insurance should be more than just a transaction—it should be an experience to remember. We are committed to making every client feel at home in our agency community, from the first connection through all the years we’re privileged to serve them.
Vision We deliver to our community positive impact made through kindness, efficiency, and trusted insurance guidance.
Mission To provide an opportunity for growth in our business, in our team, and in our community.
The Cabanillas Agency is built on five core values. These principles shape our culture and drive everything we do:
- Be Kind – We approach every interaction with empathy, patience, and a commitment to truly listen. We seek solutions that benefit everyone and build meaningful relationships.
- Be Curious – We constantly explore, learn, and challenge ourselves to improve. With a growth mindset, we welcome feedback and believe there’s always room to evolve.
- Be Resourceful – Solutions-focused and proactive, we anticipate our clients’ needs and set clear expectations. We empower our team and clients to achieve success with clarity and support.
- Be Reliable – We honor our commitments and do what we say we will. Dependability is a cornerstone of our service.
- Be Joyful – We choose positivity, grounded in gratitude, every day. While challenges are inevitable, we’re committed to creating an uplifting environment that radiates warmth and joy.
OBJECTIVES Appointment Setting & Lead Generation:
- Conduct cold and warm calls to prospective clients to identify needs and introduce our agency’s offerings.
- Engage leads in meaningful conversations to qualify them and schedule appointments with our team.
- Maintain organized and accurate records of lead interactions and follow-up activities within our (CRM) system.
Pipeline Management:
- Manage and track the progress of leads from initial contact through appointment setting.
- Provide consistent follow-up to keep leads engaged and to ensure all prospects receive timely responses.
Marketing & Content Creation Support:
- Assist in creating visual content on Canva for social media, digital advertising campaigns, and event promotion.
- Help develop social media posts that promote our services, engage our audience, and build our brand presence.
- Support management of digital ad campaigns on Google and/or Facebook, monitoring performance and helping adjust as needed.
Community Outreach & Engagement:
- Support relationship-building with our Centers of Influence (COI) contacts by scheduling meetings and assisting with virtual or in-person networking events.
- Develop client connections by assisting in planning and coordinating community events or agency-sponsored gatherings.
Reputation Management:
- Monitor and respond to Google reviews to foster positive client relationships and enhance our agency’s online reputation.
- Support with client onboarding process as needed and ensuring clients are well nurtured
COMPETENCIES
- Proven ability to connect with clients and make a strong first impression.
- Excellent written and verbal communication skills, especially in lead qualification and client engagement.
- Organized, detail-oriented, and able to manage multiple tasks and follow-ups effectively
- Comfortability with cold and warm calling and ability to move prospects through a pre-defined sales process
- Proactive, disciplined, and able to work independently to meet goals. You take initiative and follow through on commitments.
- Familiarity with CRM systems, Canva, and basic digital advertising is preferred.
- Proficiency with Microsoft Office and general tech-savviness required.
REQUIREMENTS
- 5+ years in a professional setting
- 2+ years experience with sales or lead generation
- 5+ years in a customer facing or service based role
- Dedicated Hours available to work; uninterrupted
PHYSICAL REQUIREMENTS
- Prolonged periods sitting at a desk and working on a computer
COMMITMENT TO DIVERSITY As an equal opportunity employer committed to meeting the needs of a multigenerational and multicultural workforce, The Cabanillas Agency 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 partners, 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 jmungui2@amfam.com.
Not for you, but know someone who may be a good fit? Recommend this role to someone in your circle and if hired, you will be eligible for a $250 gift card! Send an email to jmungui2@amfam.com with an introductory email to be eligible for referral.
This is a remote position.
