Risk & Insurance Education Alliance · 1 week ago
Outbound Sales Agent
Austin, TX
Full-time
Hybrid
Entry, Mid Level
$21/hr - $21/hr
2+ years expRisk & Insurance Education Alliance is committed to creating professionals through practical education and technical guidance in the risk management and insurance industry. The Outbound Sales Agent serves as the first point of contact for potential and existing clients, focusing on outreach, relationship building, lead generation, and sales growth.
EducationInsuranceNon ProfitRisk Management
Responsibilities
Proactively engage in outbound outreach to new prospects, agencies, and existing clients to introduce products and services, generate qualified leads, and drive new sales opportunities
Identify, qualify, and nurture potential leads while maintaining a strong sales pipeline and consistent follow-up
Develop and maintain strong, long-term client relationships through consistent outreach, professional communication, and exceptional customer service
Conduct targeted outreach to partner agencies and businesses to expand the company’s reach and identify new collaboration opportunities
Address inquiries, resolve concerns efficiently, and provide accurate information about products and services as well as client participation to ensure client satisfaction
Consistently meet or exceed weekly and monthly performance goals, including call volume, lead conversion, and customer engagement targets
Maintain accurate records of all interactions, leads, and transactions in the CRM system to ensure data integrity and follow-up efficiency
Work with internal teams to escalate complex client issues, share client feedback, and contribute to continuous process and product improvement
Stay informed on all company products, services, and industry trends to confidently educate clients and recommend solutions that fit their needs
Understand internal processes and work collectively with the team to ensure they are precise and accurate
Other duties as assigned
Qualification
Required
High school diploma or equivalent (GED) required; associate's or bachelor's degree in Business, Marketing, Communications, or a related field preferred
2+ years of experience in an outbound sales, telemarketing, or business development role with a proven record of achieving or exceeding sales targets
Proven success in prospecting, lead generation, or outbound sales with the ability to meet or exceed performance goals
Strong persuasion, negotiation, and objection-handling skills with a customer-focused mindset
Demonstrated ability to manage a high volume of calls while maintaining professionalism, accuracy, and attention to detail
Strong verbal and written communication skills with the ability to tailor messages to various audiences and build rapport quickly
Experience using CRM systems (Dynamics 365 preferred) and basic proficiency with Microsoft Office Suite
Experience working with sales metrics, KPIs, and performance dashboards to track progress and optimize results
Ability to work independently and manage time effectively in a hybrid work environment, balancing multiple priorities and deadlines
Track record of resolving customer inquiries and issues with professionalism and a positive attitude across phone, email, and chat channels
Preferred
Bilingual (Spanish/English) skills are a plus
Benefits
16 Paid Holidays- Closed the week between Christmas Eve and New Years Day
Medical, Dental Vision, & Supplemental Insurance
Flexible Spending Account & Health Savings Account
Employee Assistance Program
Company Paid Long Term Disability
Company Paid Life Insurance
Vacation, Sick, Birthday, & Volunteering Paid Time Off
401K- 4.5% Match
Paid Parental Leave
Employee Referral Program
Book Club
Company Happy Hours
Company
Risk & Insurance Education Alliance
Risk & Insurance Education Alliance offers professional development in risk management and insurance.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
William Hold
President & CEO
Recent News
Company data provided by crunchbase