Sales Specialist
Skills
Business DevelopmentEntrepreneurshipFinancial ServicesInsurance SalesLeadershipLeadership DevelopmentLife Insurance
What the job involves
The main requirements, responsibilities and hiring steps.
Requirements
- Experience in sales customer service or a related field is helpful but not required
- Comfortable using technology and virtual communication platforms
- Strong communication and organizational skills
- Self-motivated coachable and driven to achieve goals
- Professional and confident presence on Zoom and phone calls
- Client-focused with a solution-oriented mindset
- Ability to pass a background check
- Reliable phone computer and internet connection
- Active Life and Health Insurance License or willingness to obtain one within 7 to 10 days
- Schedule flexibility including some evenings or weekends
Nice to have
- Self-motivated
- Coachable
- Driven
- Professional
- Client-focused
- Solution-oriented
Day to day
- Connect with qualified prospects who have requested information and guide them through tailored insurance and financial options.
- Conduct virtual consultations by Zoom or phone while building trust and delivering a personal client experience.
- Maintain steady communication with clients and internal teams while supporting long-term business growth and compliance.
Hiring process
- Apply online
- Initial review
- Virtual interview
- Background check
- Licensing guidance and onboarding