Job Title: Sales Agent/Broker

Location: Remote

Required Qualifications:

• Life/Health License

Preferred Qualifications:

• Experience in Account Management - Sales

Past Experiences Indicative of Success:

• Proven sales track record.
• Experience in client relationship management.
• Background in financial services or insurance.

Job Description

Role Overview:

As a Sales Agent/Broker you will be instrumental in extending our mission to provide comprehensive insurance and financial solutions to 1099 and self-employed individuals. Your core responsibilities will be to identify, engage, and convert potential customers into satisfied clients who benefit from group insurance solutions.

Key Responsibilities:

• Familiarize with the product offerings, gain in-depth product knowledge, and attend introductory training sessions.
• Begin prospecting: Identify and research potential clients who may benefit from our services.
• Engage in lead generation activities including cold calling, email marketing, and social media outreach.
• Conduct initial customer outreach and respond to inquiries.
• Conduct comprehensive needs assessments for potential clients to tailor offerings.
• Initiate steps for customer relationship management, including follow-ups and addressing concerns.

Reporting Structure & Collaboration:

• Sales agents/brokers will report directly to a Regional Manager, who will provide continuous support, guidance, training, and mentorship.
• Collaboration within teams and with other departments is encouraged to ensure seamless client experiences.

Key Performance Objectives:

• Prospecting: Continuous identification and research of potential clients.
• Lead Generation: Achieve monthly targets for generating qualified leads.
• Sales Presentations: Deliver persuasive presentations tailored to client needs.
• Customer Relationship Management: Foster and nurture strong, long-term relationships with clients.
• Revenue Targets: Achieve or exceed monthly enrollment goals and revenue targets.
• Product Knowledge: Maintain up-to-date product knowledge and stay informed on industry trends.
• Feedback & Innovation: Provide feedback to improve product offerings and identify potential market segments.