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Customer Retention Sales Representative

3 months ago


Orange, United States PFP - The Family Security Plan Full time
Job DescriptionJob DescriptionSeeking dynamic individuals for the role of Customer Solutions Advisor Handle retention calls, resolve policy holder issues, and prepare for a rewarding career in insurance sales services. Join our team today

What do we do?

  • We pride ourselves in taking time to educate our members on the value of the Family Security Plan in order to ensure our policy holders are adequately covered.
  • We offer affordable solutions and make recommendations that make sense for those we serve.
  • We have a compassionate, caring, and diverse team of Retention Specialists who work well together in an open environment along with supportive and encouraging leadership.
  • We believe in growing and promoting our employees to the next level.

What’s in it for you?

  • Great corporate office experience, opportunities to learn new skills, and perfect the skills you already have
  • A hybrid position offering three days in office and two remote from home.
  • This role has a base pay plus incentives, bonuses, profit share, paid holidays, paid time off, all expenses paid award trips, and excellent benefits.
  • Annual income potential of $40,000+ along with uncapped commission to earn even more
  • $20.51/hour base pay
  • Not licensed? No problem We have an extensive pre-licensing program that will get you up to speed
  • Our comprehensive 6-9 month Sales Development Program equips you with the skills to progress from lead generation to client interactions, mentorship, and professional credentials.

This position is a fit for you, if you:

  • Are driven and goal oriented
  • Are interested in customer retention and in closing sales
  • Are technologically savvy
  • Have a high level of integrity with the desire to help others
  • Are coachable
  • Are positive
  • Are resilient

What experience/skills contribute to a successful Customer Solutions Specialist?

  • Life and Health License preferred, but not required. The Family Security Plan® will pay you while we help you obtain insurance licenses.
  • 1-2 years' of experience working in a call center environment (required)
  • 1-3 years of sales experience.


What responsibilities are included in a typical day-to-day for a Customer Solutions Specialist?

  • Answering all incoming retention calls efficiently and accurately.
  • Maintaining daily department close ratios.
  • Efficiently using all systems related to providing service.
  • Offering members alternative, future payment methods when necessary.
  • Identifying and maximizing referral opportunities.
  • Researching and resolving policy holder issues, and driving resolution to avoid escalation.
  • Entering data and other relevant information into call center database.
  • Identifying opportunities to transfer to licensed sales agents for additional benefits.
  • During a 90 -day period, the Customer Solutions Advisor will have to attain consistent goals before studying for the state insurance exam.
  • Shadowing and training once the insurance license is obtained

If you are self-motivated and care about people, apply now