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Virtual Sales Consultant

2 months ago

Fort Worth, Texas, United States The Fine Group Full time

The Fine Group is a family-owned brokerage dedicated to enhancing client satisfaction and providing tailored solutions. We are seeking exceptional individuals to support our clients in identifying the best options to meet their needs.

This innovative sales approach is transforming the insurance sector by integrating artificial intelligence with human expertise, revolutionizing the sales process. There is no cold calling involved; you will engage directly with our expanding client base.

Key Responsibilities

  • Master product knowledge and systems to improve client interactions
  • Reconnect with potential clients who have previously expressed interest
  • Conduct virtual meetings with clients via video conferencing and phone
  • Manage direct communications between corporate and clients
  • Work collaboratively with the agency and clients to address any inquiries
  • Achieve promotional targets to foster new growth
  • Comply with state regulatory licensing standards
  • Participate in weekly virtual meetings
  • Develop a client base through self-generated leads or company-provided leads with scheduled appointments
  • Educate new and existing clients about company products and services

Qualifications

  • Preferred 3 years of experience in sales, customer service, or a related field
  • Proficient in technology and software applications
  • Able to manage multiple tasks and meet deadlines
  • Maintain a customer-centric approach in the workplace
  • Exhibit excellent communication skills, both over the phone and in person

Requirements

  • Availability to work evenings and weekends based on client requirements
  • Access to a reliable mobile phone, data, and internet connection
  • Pass a background check
  • Complete necessary contracting with insurance providers
  • Possess a life and health insurance license from your home state (if you do not currently hold a license, we can assist you in obtaining one within 7-10 days upon hiring)

Benefits

  • Flexible training sessions and scheduling options
  • Annual trips for top performers with the company and insurance partners
  • Discounted health and life insurance plans
  • Monthly performance-based bonuses

Note: If you do not have a life/health insurance state license, we can help you obtain one within 7-10 days after hiring.