Insurance Sales Representative

2 days ago


Canonsburg, Pennsylvania, United States Integrity Marketing Group Full time
About Integrity

Integrity is a leading independent distributor of life, health, and wealth insurance products. We're driven by a singular purpose: to help people protect their life, health, and wealth so they can prepare for the good days ahead.

Job Summary:

We're seeking a skilled Agency Sales Specialist to join our team. As a key member of our sales team, you'll be responsible for engaging with customers, answering their questions, and providing expert knowledge about our products and services. Your duties will include servicing existing clients, qualifying leads, and setting appointments for potential new prospects.

Primary Responsibilities:
  • Service existing renewal clients and work towards retention of existing clients.
  • Qualify leads and set appointments for potential new prospects to meet with and sell Medicare products.
  • Meet with new prospects to market and sell Medicare products.
  • Provide exceptional customer service and possess a high-level service attitude and dedication to helping clients.
  • Identify and develop new business prospects from inbound marketing leads and educational/sales events.
  • Enter Book of Business client records into Integrity Connect, N&F's Agency Bloc, and maintain ongoing records to keep accurate client information.
  • Agree to an LOA Agreement and assignment of commissions to the employer business entity.
Primary Skills and Requirements:
  • Active PA Insurance License or willingness to obtain license.
  • AHIP Certification or readiness for Major Medicare Products.
  • Meet/exceed monthly service and new sales performance goals.
  • Qualify potential new business over the phone and at educational meetings.
  • Willingness to travel locally for meetings.
  • Ability to close sales and properly enter, manage, and update leads and lead statuses into an online lead tracking and customer management system.
  • Experience with Medicare, Life & Health Insurance License in Pennsylvania, or willingness to obtain license, AHIP certifications, 2+ years of Medicare Product Sales Experience, 1+ years of customer service and/or inside sales, demonstrated ability to meet or exceed activity quotas, and a proven track record of strong client relationships.
  • Telephonic customer service skills and proficiency in Microsoft Office products (Word, Excel, Outlook, PowerPoint).
  • Experience with Customer Database/CRM Software preferred.
About Integrity

Integrity is one of the nation's leading independent distributors of life, health, and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. We're proud of the work we do and the culture we've built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.

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