Licensed Captive Agent

Department : Sales – Tele Sales

Reports To : Tele Sales Sales Manager

JOB PURPOSE

POSITION SUMMARY

The Licensed Sales Agent is responsible for increasing market share with new and existing clients by providing a broad portfolio of products. The Agent will make outbound calls as well as receive inbound calls from various campaigns consisting of Life, Health, Medicare, and Ancillary products.

Duties and Responsibilities

N

Heavy Outbound Calling – Min of 100 dials per day

N

Must Be Coachable, Team Player

N

Well spoken, can articulate well with all prospects and existing customer base.

N

Good Time Management

N

Ability to work in fast paced environment with an 85% sales close ratio

N

Outbound and Inbound Call Queues

N

Cross selling existing and new clients with portfolio of products

N

Generate insurance quotes and completes follow up in timely manner

N

Conduct needs analysis/policy reviews and updates policies

N

Meet all mandated enrollment dead lines

N

Provide excellent customer service with all customers

N

Strong relationship building

N

Build “Team” culture with own team and other departments

N

Ensure privacy and confidentiality of customers and their enrollment information

N

Meet all mandated deadlines

N

Ability to work flexible hours to meet business needs

N

Keep management updated on the status all assigned projects or tasks until completed

N

Additional duties may be assigned as needed

Qualifications

N

Group 1 Health and Life License required within 30 days of employment

N

Call Center Sales Experience on Outbound and Inbound

N

Minimum 1 year of sales experience with proven track record

N

Maintain CE to ensure active license status

N

Excellent communication and interpersonal skills

N

Confident self -starter who works well independently

N

Attention to detail and accuracy of information

N

Team oriented

N

Proficiency with software applications

N

Ability to work in fast paced environment with accuracy

N

Time management skills

N

This is a captive, hourly position plus commissions with renewals.

N

Bilingual English/Spanish and or Vietnamese agents are preferred

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