The Inside Sales Agent is responsible for introducing and selling The Family Security Plan to credit union members transferred from a credit union call center. As an inside sales representative you will be introducing credit union members to high-quality, low-cost supplemental insurance coverage, determining the best coverage for that member, and closing the insurance sale.
-Introduce The Family Security Plan products and services to interested members transferred to us from specific credit union call centers.
-Answer calls in a professional manner discussing incentive programs for the credit union and The Family Security Plan
-Achieve/Exceed monthly sales and retention objectives as determined by the Focus Plan.
-Qualify and close prospective members and recommend appropriate solutions for their insurance needs.
-Call and follow up on members through the appointment process and up sell opportunities
-Accurately and thoroughly complete and submit insurance applications and documentation in accordance with company guidelines.
-Take overflow sales calls from the other channels in the call center.
-Enter all sales and lead follow up appointments and ongoing documentation in the designated system.
-Ability to work similar hours as the credit union call centers.
B.A./B.S. Degree preferred
Proven sales experience
Phone sales a plus
Heavy phone/customer contact experience
Bilingual a plus
What We Offer:
This position starts at $40k base plus uncapped commissions and additional incentives. We offer full medical benefits, 401K, 10 paid holidays and paid time off. The Life and Health License, training materials, and training is paid for by PFP. We are in the top 125 training companies in the USA.
Since 1973, PFP has been committed to the credit union movement, exclusively protecting credit union members and their families by providing affordable insurance products to those of modest means.