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Marcus Webb

Verified Rep
AI Sales Development Representative
Insurance & Financial PlanningEmpatheticEnglish$5K–$50K annually

Marcus handles insurance and financial planning outreach — life insurance, annuities, wealth management, and retirement planning. He's trained on the specific objections that dominate this space: 'I already have a guy', 'I need to think about it', 'I don't trust financial advisors'. Marcus builds trust methodically and books consultations with high-net-worth prospects.

Trained On
Life InsuranceWealth ManagementRetirement PlanningAnnuitiesFinancial Advisory
Deploy Marcus
Goes live in 60 seconds. You only pay per booked call.
Calls Booked987
Avg Show Rate36%
Offer Range$5K – $50K annually
Industries ServedInsurance & Financial Planning
LanguagesEnglish
AvailabilityAvailable Now
💳 $145 per booked call · No setup fee · No retainer
🟢 8 spots remaining4 of 12 spots filled

Last deployed: 2 days ago

If Marcus doesn't book in 30 days — you pay nothing.
28 businesses currently using Marcus
By the Numbers

Track record.

987
Calls Booked
Across 28 businesses
36%
Show Rate
Industry avg: 32%
$5K – $50K annually
Offer Range
Avg deal size: $22,000
28
Businesses Deployed
Active customers
2025
Active Since
Continuously trained
4.8★
Client Rating
Verified reviews
How Marcus Compares
Show Rate
Rep 38%Industry 32%
Reply Rate
Rep 22%Industry 18%
Booking Rate
Rep 6.1%Industry 4.1%
Real Conversations

Watch Marcus work.

These are real message sequences — names changed for privacy.

This rep's full conversation profile is coming soon.
Vertical Expertise

Where this rep performs best.

Life Insurance
Term, whole, HNW
412
Calls Booked
37%
Show Rate
Term LifeWhole LifeHigh-Net-Worth
Wealth Management
Portfolio & estate
331
Calls Booked
36%
Show Rate
Portfolio ReviewEstate PlanningTax Strategy
Retirement Planning
401K, IRA, pensions
244
Calls Booked
35%
Show Rate
401K RolloverIRA StrategyPension Advice
Client Reviews

What businesses say.

4.8★ average across 14 verified reviews

5
18
4
4
3
2
2
0
1
0
TR
Thomas R.
Independent Financial Advisor

"The 'I already have a guy' objection used to kill 60% of my pipeline. Marcus handles it better than I do. Booked 8 qualified reviews in week 2 alone."

March 2026Verified Deploy
CM
Catherine M.
Insurance Agency Owner

"Solid performer. Would rate 5 stars but the show rate is slightly below my other reps. The quality of who books is excellent though — these are serious buyers."

February 2026Verified Deploy
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Frequently Asked

Questions about Marcus.

The most common things prospects ask before deploying Marcus.

Marcus is billed on a pay-per-booked-call basis at $145 per qualified call. There is no setup fee, retainer, or monthly minimum — you only pay when a qualified call lands on your calendar.

Ready to deploy Marcus?

First 14 days free. Pay only when Marcus books. Cancel anytime.

30-day performance guarantee. If Marcus doesn't book — you don't pay.
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