Warner Pacific Insurance Services · 4 hours ago

Sales Consultant - Need to reside in the Dallas/Ft. Worth area

Frisco, TX

Full-time

Remote

Entry Level

$71K/yr - $95K/yr

1+ years exp

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Responsibilities

Meet or achieve monthly/annual sales goals

Recommends appropriate solutions to meet customer needs and resolves questions with direction as needed.

Generates prospective/inactive broker opportunities by utilizing various sales strategies.

Cultivate current broker relationships and identify strategies to expand opportunities.

Reviews data on sales reports to identify patterns, identify opportunities and develop sales strategies.

Helps identify areas of sales process improvements to achieve sales targets and initiatives.

Conduct structured training sessions covering product knowledge, quoting tools, and market trends. Regularly assess broker understanding and provide ongoing education on product updates.

Participate in a variety of industry events and conferences to generate new agency leads and develop new business opportunities.

Lead brokers through the entire sales cycle, ensuring they understand each step, from quote through implementation.

Engage brokers early in the renewal process to assess client needs, any changes in the business, and possible improvements to their current policies.

Maintain regular communication through check-ins on quote follow up, newsletters, or industry updates. Offer tailored support, whether it's new product information or helping brokers navigate the sales process.

Demonstrate a solid understanding of our carrier partner’s, industry trends, underwriting guidelines, services and products.

Builds relationships with cross-functional/external stakeholders and customers.

Ensures a high level of customer service is provided for the utmost experience.

Document activity and communication in CRM.

Demonstrate consistent, outstanding judgment, honesty and integrity in all aspects of job performance.

Provide back-up in other areas within the department/company as needed/requested.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Sales strategiesProduct knowledgeCRMTX life/health insurance licenseHealth care salesMicrosoft ExcelMicrosoft PowerPointMicrosoft 365