SDR (Sales Development Representative), Personal Insurance (Remote)

About Plum

Plum is on a mission to make health insurance simple, accessible and genuinely useful for modern organizations. Backed by Tiger Global and Peak XV Partners, we have built a product people love and are now scaling to reach 10 million lives by FY2030.

About Plum Personal

Plum Personal is a new business inside Plum, built to make health and term insurance simpler for individuals and families. It is early, and you will help shape it.

About the role

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.

What we're looking for

• 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.

We are building the future of personal insurance, and we would love for you to be part of it.