Sales Account Representative

About This Role

Join a growing sales team and introduce business owners and their employees to top-tier supplemental health benefit plans. This role involves utilizing a CRM, scheduling meetings with clients, and building a personal client portfolio to achieve monthly and quarterly sales targets.

Responsibilities

• Utilize customized Salesforce CRM to curate leads, generate clients, and expand professional network
• Respond to client inquiries via phone, email, or text as needed
• Schedule meetings with potential and existing clients to understand insurance needs
• Attend scheduled calls and meetings with sales manager and team
• Personally visit new businesses, develop relationships with local business owners, follow up on referral leads, and reservice existing clients
• Build and nurture your own client portfolio
• Collaborate with sales team manager to set monthly and quarterly sales targets
• Plan and adhere to weekly schedule and working hours; submit schedule to sales team manager
• Record daily work stats and sales activity updates at the end of each work day

Requirements

• Strong interpersonal skills
• Passion for assisting others
• Resilience in challenging situations
• Clearly-defined personal goals, positive attitude, and optimistic outlook
• Quick-thinking with exceptional situational awareness and critical thinking skills
• Hunger for learning and growth, strong time management abilities, and capability to work independently
• Ability to pass a high-level pre-employment background check
• Reliable transportation

Qualifications

• Bachelor's degree or minimum of 4 years post-high school work experience

Nice to Have

• Prior experience in sales or leadership
• Background in competitive sports, coaching, athletics, or competitive leagues

Skills

* Required skills

Benefits