Role Description
This is primarily a sales and business development role, not a traditional customer service or administrative position. We are looking for someone who is comfortable proactively creating new business opportunities, building their own pipeline, and converting prospects into customers.
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Generate new insurance business through outbound calls, email outreach, referrals, networking, social media, and other prospecting channels.
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Build, manage, and continuously develop an individual sales pipeline.
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Consistently follow up with prospects and active sales opportunities.
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Identify customer needs and recommend appropriate insurance products.
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Prepare and present insurance quotes to prospective customers.
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Convert qualified prospects into new customers.
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Cross-sell additional insurance products to existing agency customers.
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Develop referral relationships and identify new sources of business.
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Maintain accurate prospect, sales, and customer activity within the agency CRM.
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Meet established sales activity, pipeline, and production goals.
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Participate in virtual sales meetings, coaching sessions, and training.
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Obtain and maintain all insurance licenses required for the position.
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Represent the agency professionally and ethically in all customer interactions.
Qualifications
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Previous experience in sales, business development, or another relationship-based commercial role.
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Strong sales mindset with the ability to proactively generate new opportunities.
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Comfortable with outbound calling, prospecting, and initiating conversations with new prospects.
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Strong follow-up skills and persistence throughout the sales cycle.
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Ability to independently build and manage a sales pipeline.
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Goal-oriented and comfortable working toward measurable sales and production targets.
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Strong relationship-building and customer communication skills.
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Excellent organization and time-management skills.
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Professional communication skills across phone, email, and video meetings.
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Self-motivated and comfortable working remotely with limited supervision.
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Coachable and willing to learn insurance products, sales processes, and agency systems.
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Willingness and ability to obtain and maintain the insurance licenses required for the role.
Requirements
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Working Hours: Monday to Friday, 9 AM to 6 PM (EST time zone GMT -4).
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Work Arrangement: 100% remote, Contractor mode.
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Competitive Salary Offered in USD.
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Work Environment: Dynamic and collaborative.
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Professional Growth: Opportunities for career advancement.
Company Description