Inside Sales Representative

About This Role

This role primarily focuses on promoting and selling life insurance and annuity products to current and prospective members through various channels. The Inside Sales Representative will manage the entire sales process, aiming to meet or exceed monthly sales goals.

Responsibilities

• Oversee the entire sales process from proposal to close, and reach or exceed monthly sales goals
• Exercise discretion and independent judgement with respect to insurance policy counseling to best serve members and potential members
• Develop and maintain strong business relationships with current and prospective members
• Track, prepare and maintain records of sales leads and account status
• Make 40-60 outbound sales calls daily to actively make sales and schedule appointments with prospective members
• Write sales proposals with immediate follow-up with prospective members
• Effectively communicate Navy Mutual’s products and services to prospective members
• Initiate follow-up contact with prospective policy holders who have not provided an application since their most recent request
• Educate military personnel and their families on military benefits, as well as the benefits of Navy Mutual membership and products
• Maintain a thorough understanding of all software programs required by the team
• Comply with all pertinent laws/regulations, all Bylaws and policies established by the Board of Directors, and all written/verbal instructions received from Vice President of Sales
• Attend mandatory meetings and training programs

Requirements

• Excellent verbal and written communications skills
• Ability to communicate professionally and courteously
• Strong project management skills with excellent attention to detail
• Ability to innovatively solve problems
• Professional, engaging and extremely driven
• Strong passion for sales
• Successful completion of the “Navy Mutual Way” training and testing
• Successful completion of RegEd’s Recommending Annuities Under the NAIC Best Interest Standard (490) course

Qualifications

• Bachelor’s degree
• 3-5 years of Sales experience, with previous experience working in life insurance sales environment highly preferred

Nice to Have

• Previous experience working in life insurance sales environment
• Existing CLU or ChFC professional designation

Certifications