BRADFORD AGENCY · 4 days ago

Sales into Management

Fishers, IN

Full-time

Remote

Entry Level

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Insurance

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Responsibilities

Engage lead flow - Prospect new sales leads by making an initial contact via our various platforms; text, phone email, etc. Engage the client and assist them in the proper selection of products. Places 300-500 telephone dials and 40-60 contacts (conversations) to set an average of 15-20 sales consultation appointments per week to encourage the purchase of the various life insurance and financial products offered. Be the point person for referring clients with advanced needs to your team's Advanced Markets Specialist (and share in the commissions).

Manage current accounts – Stay in close contact with existing accounts or leads and create brand awareness, educational opportunities, and request referrals. Coordinate Zoom meetings and calls between the new clients, your calendar and/or Advanced Market Specialists.

Customer support – Be responsive to calls and emails from clients, identify the issue and make suggestions for future or new products or services. Be "Out of the box" solutions oriented.

Qualification

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Insurance licenseCoachableConsistent effortDesire to succeed