Remote Insurance Sales Consultant
Core
Prospecting and selling Commercial and Personal Lines insurance solutions to business owners and individuals.
Role type
Insurance Sales Consultant
Builds
Commercial and Personal Lines insurance policies
Domain
Insurance
Deliverable
product features
Required skills
prospecting, consultative selling, relationship building, CRM management, bilingual communication (English/Spanish)
Preferred skills
P&C insurance licensing, Microsoft Office 365
Technologies
CRM systems, Microsoft Office 365
Responsibilities
Prospect and generate new business opportunities through networking, referrals, cold outreach, and social media; Conduct consultative conversations to identify insurance needs; Present customized insurance solutions; Maintain an organized sales pipeline within the CRM; Collaborate with Account Managers for client service and retention; Participate in weekly coaching and sales training.