The Forehand Agency ยท 3 months ago
Inside Sales Representative (Remote)
The Forehand Agency is a collaborative agency seeking a remote Inside Sales Representative to enhance account growth through tailored life and health insurance solutions. The role focuses on consultative selling, pipeline management, and maintaining accurate CRM documentation while providing exceptional client service.
Financial Services
Responsibilities
Execute high-volume outbound outreach using a structured, consultative sales methodology to generate and convert leads for life insurance and health insurance products
Qualify leads, conduct needs assessments, recommend appropriate insurance solutions, and close sales aligned with customer objectives and compliance requirements
Pursue upsell, cross-sell, and retention opportunities to maximize account value and revenue growth
Manage and advance pipeline activity to meet daily, weekly, and monthly sales and conversion targets; use CRM and systems to prioritize and track opportunities
Maintain accurate and current records of interactions, opportunities, and outcomes in CRM to support forecasting and territory management
Participate in structured onboarding, licensing assistance, ongoing sales training, and regular coaching; collaborate with team members to refine outreach strategies, messaging, and processes
Qualification
Required
Minimum age 18
Current state life and health insurance license, or willingness and ability to obtain and maintain required licensure (licensing support provided)
Dependable, coachable, and motivated by commission and performance-based incentives
Clear and professional verbal and written communication skills with a strong customer-service orientation
Comfortable with PC applications and able to quickly learn contact-center, CRM, and sales productivity tools
Able to multitask and maintain productivity in a fast-paced, high-volume sales environment
Preferred
Prior telesales, inside sales, or customer-service experience; remote inside sales experience is a plus
Demonstrated aptitude for consultative selling, closing, and managing a sales pipeline
Experience working remotely and managing a personal schedule to meet activity and revenue targets
Benefits
Remote-friendly work-from-home arrangement with flexible scheduling to support work-life balance.
Competitive, performance-based commission and incentive structure with regular recognition and short-term contests.
Structured onboarding, hands-on sales training, and licensing support to accelerate ramp-up and earning potential.
Supportive, collaborative team culture focused on professional development and clear advancement pathways.
Health and wellness benefits.
Ongoing opportunities for skill development.
Company
The Forehand Agency
Funding
Current Stage
Growth StageCompany data provided by crunchbase