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The Baldwin Group · 4 days ago

National Sales Assistant- Westwood Insurance Agency

Plano, Texas, US

Full-time

Hybrid

New Grad, Entry Level

Westwood Insurance Agency, part of The Baldwin Group, is one of the largest personal lines agencies in the US, dedicated to helping customers protect their assets since 1952. They are seeking a National Sales Assistant to support their sales teams by conducting high-volume outbound calls to customers, gathering client information, and promoting their insurance products.

CreditEmployee BenefitsFinancial ServicesInsuranceRisk Management

Work & Life Balance

Responsibilities

Make 150+ outbound calls a day to prospective and existing customers. These are NOT cold calls. These are leads from potential customers looking for a quote

Your mission? Gather valuable client information and pass on those golden leads to our team of licensed agents

Set up new accounts and enter customer information accurately—keeping everything on track and running smoothly

Don’t forget to reconnect with our customers to provide outstanding service and follow up

Promote our top-notch products, generate interest in our services, and be the rockstar of our team

Stay organized, prioritize your day, and consistently hit your daily and weekly goals

Qualification

Outbound callingCustomer serviceSales experienceComputer proficiencyOrganizational skills

Required

Experience in outbound calling, call centers, sales, or customer service

Willingness to learn

Comfortable with computers and know your way around the basics

Organized, dependable, and self-motivated

Benefits

Clear path to becoming a licensed agent in about 6 months (or less!)

We’ll pay for your insurance license — no experience? No problem!

Hybrid work schedule after training (just 2 days a week in the office)

Monthly contests with fun prizes from our very own Swag Store

Team events like bowling, softball games, and holiday parties

Our offices are both close to food, shopping, and yes, coffee

Company

The Baldwin Group

The Baldwin Group is an advisory firm that delivers insurance, risk mitigation, and wealth management solutions for businesses. It is a sub-organization of The Baldwin Group.

Founded in 2011