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The Forehand Agency · 4 months ago

Inside Sales Specialist - Flexible Scheduling

United States

Full-time

Remote

New Grad, Entry Level

$70K/yr - $90K/yr

The Forehand Agency is seeking an Inside Sales Specialist to support account growth by assessing customer needs and delivering high-quality service. This remote-friendly role involves consultative selling and collaboration to provide tailored insurance solutions and achieve sales growth.

Financial Services

Responsibilities

Handle high-volume inbound and outbound interactions using consultative selling and a consistent customer experience methodology

Listen to customers, diagnose needs, perform needs assessments, and recommend tailored life and health insurance solutions aligned with customer goals

Identify and pursue upsell, cross-sell, and retention opportunities to support sales growth and account expansion

Aim for first-call resolution by troubleshooting issues, coordinating follow-up, and escalating when appropriate

Accurately document interactions, opportunities, and outcomes in CRM and contact center systems; maintain up-to-date account records and workflows

Collaborate with colleagues to refine outreach strategies, messaging, and process improvements

Participate in structured onboarding, ongoing training, and coaching to develop sales and leadership capabilities

Qualification

Consultative sellingCRM softwareContact center technologyCustomer serviceMultitaskingDependabilityCoachableSales aptitudeVerbal communicationWritten communication

Required

High school diploma or equivalent; college students, interns, recent graduates, and career changers are encouraged to apply

Minimum age 18 and willingness to obtain and maintain a state life and health insurance license

Dependable, coachable, and motivated by incentive-based compensation and performance metrics

Clear and professional verbal and written communication skills and a customer-service orientation

Comfortable with basic PC tasks and able to quickly learn contact center and CRM software

Able to multitask and maintain productivity in a fast-paced, high-volume interaction environment

Preferred

Previous experience in telesales, inside sales, customer service, or insurance is beneficial but not required; transferable skills and strong sales aptitude are considered