About the Role
This position involves driving new business by identifying prospects, guiding clients through insurance options, and finalizing policy sales via phone and digital communication channels.
Responsibilities
- Conduct outbound calls to generate new insurance leads
- Qualify potential clients based on coverage needs and eligibility
- Explain policy features, benefits, and limitations clearly and accurately
- Assist customers in selecting appropriate insurance products
- Respond promptly to client inquiries and requests
- Maintain up-to-date customer records in the CRM system
- Follow up with prospects to advance sales conversations
- Collaborate with underwriting teams to finalize applications
- Meet or exceed monthly sales targets
- Stay current on product offerings and regulatory updates
- Process applications and ensure documentation is complete
- Address client concerns with timely and compliant solutions
- Participate in team meetings and performance reviews
- Use sales scripts and compliance guidelines effectively
- Escalate complex cases to senior staff when necessary
- Adhere to all industry regulations and company policies
- Track daily activity metrics and report results
- Build rapport with clients to support retention and referrals
- Coordinate with customer service for post-sale support
- Maintain professionalism in all client interactions
Nice to Have
- Prior experience in health or life insurance sales
- Holding an active insurance license
- Background in consultative selling techniques
- Experience with automated dialing systems
- Training in compliance and regulatory standards
- Previous success in quota-driven environments
- Familiarity with medical underwriting criteria
- Bilingual communication skills
- Advanced CRM platform experience
Compensation
Competitive salary with performance-based incentives
Work Arrangement
Hybrid work model
Team
Collaborative inside sales environment focused on insurance solutions
Why Join Us
- Opportunity for career growth within the sales division
- Comprehensive training on products and sales methodology
- Supportive team culture with regular coaching and feedback
What We Offer
- Performance-based bonuses
- Health, dental, and vision insurance
- Paid time off and holidays
- Retirement savings plan with company match
- Ongoing professional development
Not available
