Benefits Sales Representative
New
F
Fisher AgenciesInsurance
Massachusetts, United States. Pennsylvania, United States. Texas, United States. Maine, United StatesContractEntry
SalaryCommission-based compensation and no guaranteed salary or hourly wage
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Job Details
- Required Skills
- Customer serviceCRM
Requirements
- Strong communication and interpersonal skills
- Self-motivated and comfortable working independently in a remote environment
- Coachable and willing to follow a structured training and sales process
- Comfortable speaking with clients by phone and video conference
- Goal-oriented with the ability to manage activity and performance expectations
- Professional, dependable, and committed to ethical client service
- Basic proficiency with computers, video conferencing, and CRM or digital business tools
- Must hold, or be willing and eligible to obtain, the appropriate state life/health insurance license before conducting licensed insurance activity
Responsibilities
- Conduct virtual appointments with prospective and existing clients
- Follow up with company-sourced leads and benefit requests
- Educate families about available benefits and insurance options
- Identify client needs and recommend appropriate coverage solutions
- Manage follow-up activity and maintain an organized client pipeline
- Complete ongoing product, sales, compliance, and professional-development training
- Maintain required state insurance licensing and follow applicable regulations
- Work toward individual activity and production objectives
- Develop sales and leadership capabilities through ongoing coaching
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