About the Role
This role involves engaging prospective clients, evaluating insurance needs, and guiding them through policy options to support informed decisions and drive sales growth.
Responsibilities
- Initiate outbound calls to potential clients to introduce insurance offerings
- Conduct needs assessments to understand client requirements
- Present tailored insurance solutions based on individual circumstances
- Respond to client inquiries with accurate and timely information
- Maintain up-to-date knowledge of insurance products and regulations
- Document client interactions and sales activities in the CRM system
- Follow up with leads to advance them through the sales pipeline
- Collaborate with underwriting teams to finalize policy details
- Explain coverage options, premiums, and exclusions clearly
- Support clients during enrollment and onboarding processes
- Identify cross-selling opportunities based on client profiles
- Meet or exceed monthly sales targets and KPIs
- Stay compliant with industry licensing and regulatory standards
- Participate in team meetings and performance reviews
- Attend training sessions to improve product and sales knowledge
- Handle objections professionally and provide clarifying information
- Escalate complex cases to senior team members when needed
- Ensure data accuracy in client records and policy applications
- Maintain a high level of professionalism in all communications
- Adapt communication style to suit diverse client backgrounds
Compensation
Competitive hourly wage with performance-based incentives
Work Arrangement
Hybrid remote and office setup
Team
Collaborative inside sales team focused on insurance solutions
What We Offer
- Comprehensive benefits package including health, dental, and vision
- Paid time off and holiday schedule
- Ongoing training and career development opportunities
- Performance bonuses tied to sales goals
Work Environment
- Modern office space with collaborative work areas
- Flexible scheduling within core business hours
- Supportive team culture with regular feedback
Not available
