Sales Specialist
Skills
CoachingConsultationsCustomer ExperienceCustomer Relationship ManagementEasily AdaptableLead GenerationLeadership
What the job involves
The main requirements, responsibilities and hiring steps.
Requirements
- Ability to pass a background check
- Reliable phone computer and internet connection
- Active Life & Health Insurance License or willingness to obtain within 7–10 days
- Flexibility to meet client schedules including some evenings or weekends
Nice to have
- Self-motivated
- Coachable
- Goal-driven
- Professional presence
- Client-focused
- Problem-solving mindset
Day to day
- Learn and execute proven sales and client service systems
- Connect with individuals and families who have requested information
- Conduct virtual consultations via phone or Zoom
- Clearly explain coverage options and help clients make informed decisions
- Communicate effectively with clients and internal teams for smooth follow-up
- Collaborate with leadership and peers to deliver an excellent client experience
- Meet activity and performance benchmarks that unlock growth and income opportunities
- Maintain compliance with state insurance and licensing guidelines
- Participate in weekly virtual meetings coaching and training sessions
- Build long-term client relationships using company-provided and self-generated leads