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Retention Sales Consultant

2 months ago

Orange, Connecticut, United States PFP Full time

Position Overview:

We are looking for enthusiastic individuals to fill the role of Retention Sales Consultant. This position involves managing retention calls, addressing policyholder concerns, and embarking on a fulfilling career in the insurance sector.

About Us:

  • We are committed to educating our clients about the importance of the Family Security Plan to ensure they have the necessary coverage.
  • We provide cost-effective solutions and offer sensible recommendations tailored to our clients' needs.
  • Our team of Retention Specialists is compassionate, diverse, and collaborates effectively in a supportive environment with strong leadership.
  • We prioritize the growth and advancement of our employees.

Benefits of the Role:

  • Experience a professional office environment with opportunities to acquire new skills and enhance existing ones.
  • This position offers a competitive base salary plus incentives, bonuses, profit sharing, paid holidays, paid time off, and exceptional benefits.
  • Potential annual earnings exceeding $40,000, along with uncapped commission opportunities.
  • Base pay of $20.51 per hour.

Ideal Candidate Profile:

  • Goal-oriented and driven.
  • Proficient with technology.
  • Possesses a high level of integrity and a desire to assist others.
  • Open to coaching and feedback.
  • Maintains a positive attitude.
  • Demonstrates resilience.

Qualifications for Success:

  • Life and Health License is mandatory.
  • 1-2 years of experience in a call center setting is required.
  • 1-3 years of sales experience is preferred.

Daily Responsibilities:

  • Efficiently handle all incoming retention calls.
  • Maintain daily departmental close ratios.
  • Utilize all relevant systems to provide excellent service.
  • Offer alternative payment methods to members when necessary.
  • Identify and leverage referral opportunities.
  • Investigate and resolve policyholder issues to prevent escalation.
  • Document data and pertinent information in the call center database.
  • Recognize opportunities to transfer clients to licensed sales agents for additional benefits.