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Inside Financial Sales

Job in New York, New York County, New York, 10261, USA
Listing for: WizeHire, Inc
Full Time position
Listed on 2025-12-31
Job specializations:
  • Sales
    Sales Representative, Sales Development Rep/SDR
Salary/Wage Range or Industry Benchmark: 60000 - 100000 USD Yearly USD 60000.00 100000.00 YEAR
Job Description & How to Apply Below
Location: New York

Do you love talking to people and selling a product you believe in? We’re growing our team and looking for a driven inside sales representative ready to take the next step in their career. You’ll work on prospecting and persuading qualified leads further down the sales funnel. If you’re looking to maximize your earning potential, start your application today!

Responsibilities
  • Provide training and development of our Life Insurance portfolio
  • Assess and send qualified leads to inbound sales representatives so they can convert clients and provide quick turnaround
  • Update customer database regularly to provide the most up-to-date client information to the sales team
  • Communicate with prospects via email, phone calls or other forms of communication to convert them into qualified leads and funnel them to the sales pipeline
  • Expand the clientele by finding new business opportunities within specific geographies
  • Report on key performance and sales metrics on a monthly and quarterly basis to ensure sales goals are achieved
Qualifications
  • Life Insurance license and at least 2 years' experience offering insurance products
  • Proven track record of at least 2 years of experience in a sales position or related field
  • Current U.S. driver’s license and the ability to travel by car
  • Working knowledge of the sales process and CRM software
  • Strong time management skills, communication skills, both written and verbal, and interpersonal skills
  • High school diploma required, bachelor’s degree preferred
Compensation

$60,000 - $100,000

About The Vermont Agency

Our mission is clear:
To Do Good in our communities and for the families we serve.

For over 175 years
, we have been committed to keeping our promises, providing families with financial stability through life’s ups and downs. Our products help individuals plan for the future with confidence.

You’ll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions.

We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you’re looking for a role with structured support and professional growth opportunities
, we’d love to connect with you.

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