Sobre esta vaga de Senior Sales Consultant – Inside Sales na Protective
We are looking for a motivated, relationship-focused, and results-driven Inside Sales Representative to help accelerate the growth of our PFML business. In this role, you'll partner closely with brokers and producers across both the employee benefits and property & casualty (P&C) markets to identify opportunities, drive new business, and deliver exceptional sales support throughout the buying process.
The ideal candidate thrives in a fast-paced, high-activity sales environment, understands the broker distribution model, and is energized by building relationships, creating opportunities, and delivering results. You'll work cross-functionally to ensure brokers receive accurate, competitive quotes and have the tools and knowledge needed to successfully position our products in the marketplace.
Essential Job Duties & Responsibilities
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Source new sales opportunities through brokers, producers, and prospects to develop and actively manage a robust pipeline of PFML opportunities.
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Proactively generate new opportunities through a minimum of 30 daily outbound outreach activities, including phone calls, email campaigns, and virtual meetings.
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Conduct virtual webinars and educational sessions for brokers and company-sponsored audiences as needed.
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Build and maintain strong relationships with employee benefits and P&C producers, guiding them through our products, underwriting requirements, and sales process.
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Achieve personal and team sales goals by securing new business opportunities and positioning company offerings within established profitability guidelines.
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Review and qualify RFPs, ensuring all necessary information is collected for timely and accurate quoting.
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Coordinate with a Sales Support Specialist to ensure seamless proposal delivery, broker communication, and follow-up activities.
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Drive quote-to-close conversion through proactive follow-up and ongoing broker engagement.
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Collaborate closely with Underwriting to provide complete and accurate information that supports competitive and timely proposals.
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Partner with external sales counterparts to maximize market coverage and deliver a coordinated broker experience.
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Ensure flawless new business submissions are provided to Underwriting to support expedited review and approval.
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Educate broker partners on PFML legislation, product features, and market positioning to increase product adoption and sales effectiveness.
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Utilize CRM, sales intelligence, and market data tools to identify opportunities, prioritize broker engagement, and strengthen pipeline development.
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Maintain accurate and up-to-date records in Salesforce, including pipeline activity, broker notes, call logs, and opportunity status.
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Monitor state-specific PFML regulatory updates to support accurate product positioning and compliance.
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Required Skills & Abilities
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Strong phone presence and experience making a high volume of outbound sales calls.
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Strong knowledge of insurance products and the competitive marketplace.
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Experience working with Salesforce.com or similar CRM platforms.
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Excellent verbal and written communication skills.
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Strong listening, presentation, and relationship-building skills.
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Ability to multitask, prioritize, and manage time effectively in a fast-paced sales environment.
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Self-motivated with a proven ability to communicate effectively with brokers, producers, and employers.
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Ability to understand customer business challenges and position solutions effectively.
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Goal-oriented with a strong drive to achieve and exceed sales objectives.
Education & Experience Required
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Bachelor's Degree or equivalent work experience required.
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5+ years of insurance sales experience, preferably within employee benefits.
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Active Life & Health License required.