Sales Associate

• Lead Management & Outreach: Conducts proactive outreach via phone and email using company-provided leads
• Needs Assessment: Engages prospects to assess their needs and recommend appropriate insurance solutions
• Pipeline Management: Manages and tracks sales opportunities through the pipeline using the company's CRM system and proprietary technology platforms
• Data Integrity: Accurately enters and maintains client and lead information in company databases
• Reporting & Analysis: Assists in preparing sales reports, monitoring key metrics, and identifying growth opportunities
• External Representation: Represents the company at conferences, industry events, and networking functions to generate leads and drive sales
• Cross-Functional Collaboration: Collaborates with operations and marketing teams on ad hoc campaigns and special outreach initiatives
• Strategic Feedback: Provides feedback on prospects, sales activity, and event outcomes to help shape future marketing and product strategies

• Bachelor's degree in business, Marketing, Finance, Communications, or related field (preferred)
• Active Maryland Property and Casualty Insurance license required
• must maintain in good standing
• 2-4 years of experience in sales, customer service, or related role preferred (internship or entry-level experience acceptable)
• Strong professional verbal and written communication skills
• Comfortable making outbound calls and sending prospective emails
• Experience with CRM software and sales technology platforms
• Detail-oriented with excellent organizational and data entry skills
• Motivated self-starter with the ability to learn quickly and adapt in a fast-paced environment

medical, prescription, dental, vision, AD&D, and life insurance offerings, short-term disability, and a 401K plan