Job Description
Note: The job is a remote job and is open to candidates in USA. The Family Security Plan is seeking a Remote Insurance Sales Agent to expand their policyholder community. This role involves building business relationships, generating referrals, and promoting insurance products and services to credit union members.
Responsibilities
- Maintain a valid insurance sales license and fulfill continuing education requirements as needed
- Answer calls in a professional manner discussing incentive programs for the credit union and The Family Security Plan
- Engage with credit union members through various channels to offer insurance products and services available through credit union membership
- Drive referrals through existing and new business relationships
- Qualify and close prospective members and recommend appropriate solutions for their insurance needs
- Call and follow up on members through the appointment process and up sell opportunities
- Accurately and thoroughly complete and submit insurance applications and documentation in accordance with company guidelines
- Achieve and exceed monthly sales and retention objectives
- Maximize all opportunities in the process of closing a sale
- Take overflow sales calls from the other channels in the call center
- Responsible to generate additional leads and families protected through prospect management, referrals and personal case development
- Successfully complete training and required sales courses
- Assess client and member needs to provide tailored insurance solutions that protect families and add value to credit union members
- Close sales efficiently, ensuring all relevant paperwork is completed accurately and submitted to the appropriate credit union
- Participate in weekly and monthly sales meetings as required by the regional manager or sales leader
- Follow attendance and reporting procedures as directed by the regional manager
- Consistently achieve daily PRO level sales and report total premiums, deductions, new members, and annual savings to credit unions, when applicable
- Produce accurate, high-quality applications and documentation, submitting them per the manager’s schedule
- Uphold and demonstrate PFP Core Values: Caring, Drive, Resilience, Integrity, and Passion
Skills
- Proven track record in sales
- Heavy phone – customer contact experience
- Ability to work flexible hours
- Strong communication skills, both verbal and written
- Proficiency with internet and email communication
- Access to a reliable internet connection from a secure location
- Coachable with a willingness to learn and adapt
- Strong interpersonal skills and ability to work collaboratively with others
- Excellent time management, organizational, and prioritization skills
- High attention to detail
- Consistently maintain a positive attitude and professional demeanor
- Demonstrate ethical sales practices and ensure compliance with all relevant regulations
- Insurance sales experience and/or licensing preferred
Benefits
- Base pay plus incentives
- Bonuses
- Profit share
- Paid holidays
- Paid time off
- Exotic award trips
- Excellent benefits
- Paid training
Company Overview
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