Our associates celebrate lives. We celebrate our associates.

JOB RESPONSIBILITIES

• Complete a comprehensive onboarding program that requires successfully completing coursework, passing assessments, and demonstrating the appropriate skills to begin fulfilling the following responsibilities:
  • Conduct outbound outreach (calls, emails, and texts when appropriate) to company-provided leads.
  • Quality leads based on pre-defined criteria for re-engagement or market-based sales appointments.
  • Set and confirm appointments with Re-Engagement and Market-Based Advisors.
  • Leverage CRM, outreach programs, and technology to manage lead status, appointment activity, and follow-ups.
  • Collaborate with their Sales Managers and regional leadership to optimize messaging and campaign strategy.
  • Meet or exceed daily, weekly, and monthly KPI targets for outreach and appointments set.
  • Maintain accurate, up-to-date records in CRM.
  • Seek out a manager’s coaching to improve sales cycle, techniques, proficiency, and product knowledge
• Complete annual certification on critical skills as deemed necessary for success.

KEY SUCCESS METRICS

• Activity Volume (calls, emails, texts)
• Qualified Appointments Set (weekly/monthly)
• Conversion Rate to Appointment (hold rate%)
• Feedback from field sales teams

MINIMUM REQUIREMENTS

Education

• High School Diploma or equivalent

Licenses

• Insurance license preferred, but not required

Experience

• Sales or Customer experience preferred
• Previous experience with Customer Relationship Management (CRM) sales systems preferred
• 1+ year in sales, customer service, call center, or outbound appointment setting preferred.

Knowledge, Skills, and Abilities

• High-energy, outbound-focused
• Self-starter motivated by goals
• Strong verbal and written communication skills.
• Proficient computer skills including the MS Office suite
• Proficient computer skills with CRM and Social Networking Apps preferred
• Bilingual, knowledge of another language preferred
• Professional attire is required when meeting with clients or representing the company
• Professional, coachable, and goal-oriented
• Able to work flexible hours, including evenings and weekends

WORK CONDITIONS

Work Environment

• Work indoors during all seasons and weather conditions
• Comply with the Corporate dress code policy
• Reliable internet access

Work Postures

• Sitting continuously for many hours per day, up to 6 hours per day

Physical Demands

• Physical effort requiring manual dexterity is required, includes paperwork, calculators, computers and phone usage

Work Hours

• Working beyond “standard” hours as the need arises