Lead Generation ​/ Lead Follow UP ​/ Trainee

Job Description

Are you great on the phone and love talking to people? Are you looking to start a sales career or break into the insurance industry?

This is an entry level position with a career path to being a licensed insurance agent. Part time positions available if you are looking to fill a few hours a day, or a couple days a week.

No matter your sales experience, we'll invest in your success. We understand that it takes time to build a business, to develop the proper skills and understanding, and to excel in this field. We provide our new team members with ongoing training and support on their path to success so they can best serve our customers!

• Flexible Schedule
• Hands on Training
• Mon-Fri Schedule

• Solicits for new business via telephone, networking, and other lead sources.
• Contacts leads from our database to refresh relationships and win customers back.
• Document each customer contact in our lead management software.
• Ask each customer for referrals and explain our referral program.
• Treat each customer contact as a cross and up-sell opportunity including financial products.
• Verify phone numbers, addresses and email addresses with each customer contact and update customer information.
• Prospecting and generating new business through leads & referral sources.
• Provide exceptional customer service.
• Be outstanding at relationship building.
• Maintain client relationships with follow up phone calls.
• Cold call, direct email and perform other lead generation activities.
• Obtain prospects information such as name, address, vehicle information and enter into quote sheets.
• Maintains phone time or sales quotas as determined by management.
• Schedule appointments for sales team to meet or talk to prospective customers.
• Grow sales revenue by utilizing phone, email and potential client lists.

• No insurance experience required but must be willing to learn
• Possess an upbeat, positive and enthusiastic attitude.
• Be a great self-starter with a sense of urgency.
• Create relationships from a cold start.
• Confident, self-starter who works well independently.
• Must have ability to multi-task.
• Career minded vision.
• Works well with other employees and is a team player with a positive attitude.
• Strong work ethic and leadership skills.
• Be capable of handling customer rejection.
• Interested in a sales career, sales experience preferred