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C1 Insurance Group · 3 months ago

Insurance Inside Sales Advisor

Dallas, TX

Full-time

Onsite

Entry Level

$48K/yr - $100K/yr

1+ years exp

C1 Insurance is a dynamic independent insurance agency focused on delivering tailored personal lines insurance solutions. They are seeking an Inside Sales Advisor to manage and convert warm leads, providing expert guidance and building strong client relationships to contribute to the company's growth.

Auto InsuranceLife InsuranceProperty Insurance

Responsibilities

Client Advisory: Provide personalized, consultative, expert guidance to clients on insurance solutions that address their needs, objectives, and circumstances

Lead Engagement: Manage and respond to inbound inquiries while proactively conducting multiple outbound communications (calls, emails, texts) daily to drive conversions

Pipeline Management: Maintain and progress a structured pipeline of warm leads, ensuring timely, personalized follow-up and documentation of all client interactions

CRM & Reporting: Accurately record client interactions, decisions, and policy updates in our systems, supporting internal reporting and seamless account management

Performance & Quota Achievement: Consistently meet or exceed individual sales targets by executing a disciplined approach to client engagement and pipeline management

Cross-Selling & Upselling: Identify opportunities to expand coverage and introduce complementary products, enhancing client value and organizational growth

Collaboration & Process Improvement: Partner effectively with colleagues and leadership to optimize workflows, share insights, and maintain a culture of operational excellence

Compliance & Process Adherence: Follow established sales methodologies and company policies while tailoring communications to address unique client needs

Qualification

Insurance sales experienceConsultative sellingPipeline managementCRM proficiencyInterpersonal skillsCommunication skillsSelf-motivatedGoal-orientedAdaptability