Commercial insurance sales person

We are seeking a results-driven and customer-oriented Sales & Customer Service Representative with
experience in insurance products. This role involves proactively generating leads, building and
maintaining client relationships, closing sales, and delivering exceptional customer support. You will work
in a remote setup, using CRM tools and digital channels to manage interactions and drive revenue.
KEY RESPONSIBILITIES
Sales & Lead Generation
• Proactively identify and generate new sales leads via warm and cold calling, email outreach,
referrals, and networking.
• Deliver compelling sales pitches tailored to the client's needs across voice, email, and SMS
channels.
• Present and demonstrate the company's insurance and travel offerings to potential clients,
emphasizing product features and value propositions.
• Participate in video calls to conduct product demos and respond to detailed customer queries.
Client Relationship Management
• Develop and nurture long-term relationships with both new and existing clients to foster loyalty
and encourage repeat business.
• Conduct follow-ups and stay engaged with prospects and clients to identify upselling or crossselling opportunities.
• Act as a key point of contact for client inquiries, issues, and service needs, ensuring timely an and
effective resolution.
Sales Execution
• Negotiate terms, pricing, and conditions to successfully close deals.
• Consistently meet or exceed individual and team sales quotas and KPIs, including call volume
and lead conversion targets.
• Track progress through internal systems and provide timely updates on sales status.
CRM & Administrative Tasks
• Accurately document all client interactions, feedback, and sales progress in the company’s
CRM and internal workflow systems.
QUALIFICATIONS AND SKILLS
Core Skills & Experience
• Fluency in spoken and written English; Spanish bilingual skills are a strong advantage.
• Proven track record of achieving sales targets in outbound sales or a similar role.
• Demonstrated experience in the insurance industry (preferred).
• Strong persuasion and negotiation skills with the ability to influence decision-makers.
• Excellent probing and needs-assessment skills to match client challenges with tailored
solutions.
• Comfortable presenting on calls and managing communication across digital channels.
Technical Proficiency
• Comfortable using CRM platforms and other sales support tools to manage pipelines and
customer data (CRM system training will be provided if needed).
• Tech-savvy with the ability to troubleshoot minor technical issues independently.
Work Environment & Tools
• A stable, high-speed internet connection is required.
• Personal laptop and noise-canceling headset.
• A quiet, dedicated home office or workspace to handle professional calls and meetings.
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Professional Traits
• Highly organized and self-motivated with a proactive sales approach.
• Reliable and trustworthy, especially when handling personal or sensitive customer information.
. Must be able to provide proof of previous sales experience (employment verification)