Insurance Sales Representative

4 weeks ago


Richardson, Texas, United States My Pham-Farmers Insurance Agency Full time
Job Title: Sales Assistant

Job Description:

We are seeking a highly motivated and outgoing Sales Assistant to join our team at My Pham-Farmers Insurance Agency. As a Sales Assistant, you will be responsible for generating effective leads for our insurance advisors and providing excellent customer service.

Responsibilities:

• Make daily outbound calls to prospective clients and warm transfer to Sr. Sales Agent for quoting process.

• Assist in completing quotes for Sr. Sales Agent to review with prospective clients.

• Assist the Sr. Sales Agents with New Business servicing.

• Make outbound calls to assist new clients with e-signing needed documents.

• Answer inbound calls on an overflow basis.

• Schedule prospective client insurance reviews as needed.

• Perform general office duties and errands.

Requirements:

• Professional phone etiquette

• Be capable of handling customer rejection

• Strong communication and persuasion skills

• Previous work experience in sales, marketing, promotions or telemarketing (1-2 years)

• Interested in a sales career, sales experience preferred

• Insurance experience is not required but must be willing to learn

• Must work well in team environment

• Authorized to work in the United States (Required)

• Bilingual in Spanish and Vietnamese is preferred

• Must pass the evaluation period of 1-month training

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