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We are looking for a Sales Representative to own the full sales cycle — from identifying and engaging prospective insurance agents to closing new business. In this role, you will prospect, qualify, and convert insurance agents into clients through consultative selling and persistent follow-through. Your success will be measured by closed revenue, activity volume, and contribution to overall pipeline growth. The ideal candidate is energetic, resilient, and comfortable working in a fast-paced, high-volume environment where you control your own results.
Job Responsibility
Outbound Prospecting: Conduct high-volume cold calls, emails, and other outbound outreach to prospective agents
Identify and research target accounts and key decision-makers
Generate interest and initiate conversations with new prospects
Discovery & Qualification: Lead effective discovery conversations to understand each agent's needs, budget, and fit
Ask strategic questions to assess opportunity potential and build rapport
Advance qualified prospects through the sales process with a clear path to close
Closing New Business: Own deals end-to-end — from first contact through initial deposit
Deliver compelling pitches tailored to each agent's goals and challenges
Meet or exceed monthly targets and activity benchmarks
Pipeline Management: Maintain a consistent and healthy pipeline of active opportunities
Prioritize and manage multiple prospects at various stages simultaneously
Keep a steady flow of new prospects entering the funnel
CRM & Activity Tracking: Accurately log all outreach, activities, and deal status in CRM (e.g., Salesforce)
Keep prospect and account data current and organized
Track personal performance against activity, pipeline, and revenue goals
Follow- Up & Relationship Building: Execute timely, multi-touch follow-up strategies to move deals forward
Build trust and credibility with prospects throughout the buying process
Maintain professional, persistent, and personalized communication at every stage
Requirements
0–2 years of experience in sales, business development, or a related field
High school diploma or GED required
Bachelor’s degree preferred
Strong written, verbal, and interpersonal communication skills
Comfortable making cold calls and handling rejection
Ability to manage high activity levels and stay organized
Proficiency in Microsoft Office Suite (Excel, Outlook, Word, etc.)
Nice to have
Inside sales experience with a track record of exceeding quota achievement
Experience with high-volume cold calling and outbound prospecting
Skilled at writing effective cold outreach emails
Familiarity with Salesforce or similar CRM tools
Understanding of sales activity metrics and revenue forecasting
Experience selling to or working within the insurance industry