Life Insurance Sales Specialist

Job Summary

Conducting outbound and inbound calls, the full-time or part-time Outbound Sales Specialist will assist policyholders, collect first premiums, and engage potential customers through warm calls in a remote work environment.

Key responsibilities

• Make outbound calls to newly issued business to welcome them and ensure policy accuracy
• Utilize CRM to collect first premiums and assist with policy-related inquiries
• Engage with internet-generated leads to prepare them for the Sales Team

Required qualifications

• High School diploma or equivalent; some college preferred
• 1+ years of customer service experience in a professional environment
• Licensed in Life, Accident, and Health Insurance preferred but not required
• Experience in office settings and telecommunications is a plus
• Knowledge of life and health insurance operations is desired