Insurance Sales Agent
About the role
We're on a mission to empower our clients and foster the growth of our team. As we venture into new local markets, we seek disciplined individuals craving income control, work-life balance, and opportunities for personal development. Our goal is to find someone aligned with our core values of Ownership, Growth, and Service.
As a newly hired sales professional, you'll join our comprehensive sales training program, blending online classes with hands-on field training and mentorship in your assigned area. Your field trainer will cover basic sales cycles and advanced techniques. Prior sales experience is appreciated but not required; we will always prioritize training the right person. You'll manage your local territory, engaging with small to medium-sized businesses across different sectors. This involves in-person meetings with owners and decision-makers, introducing them to tailored supplemental insurance solutions. You'll work with individuals and conduct group presentations for 5 to 50+ employees.
Responsibilities
- Utilize our customized Salesforce CRM to curate leads and generate clients while expanding your professional network within your territory and neighboring communities
- Respond to client inquiries via phone, email, or text as needed
- Schedule meetings with potential and existing clients to understand their insurance needs
- Attend scheduled calls and meetings with your sales manager and team