Internal Sales Broker Representative

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Protective Life

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Insurance • Annuities • Asset Protection

1001 - 5000

Description

• Broker Managers are responsible for communicating the benefits of ShelterPoint’s products in order to drive sales and achieve target goals. • Source new sales opportunities through outbound cold-calling, in-bound leads, WebEx’s and emails. • Make a minimum of 30 new contacts daily. • Meet or exceed personal sales goals within the Inside Sales Division. • Update brokers on products and company developments. • Collaborate with the Regional Sales Directors in given territories, if warranted. • Log daily calls through Salesforce and create follow-up calls as necessary. • Add and maintain our broker contact list: new producers, e-mail addresses or other changes or additions to our Salesforce platform. • Work closely with designated Sales Support Specialist and create a team structure to achieve goals. • Identify any customer concerns or problems and discuss with the appropriate department manager(s) in the home office. • Provide all necessary information to underwriting for all quotes. • Follow up on all quotes released. • Ensure flawless new business submissions to underwriting for expedited approvals. • Ensure all broker licensing is accurate and current prior to submitting new business. • Follow necessary Sales procedures for business retention.

Requirements

• Strong phone presence and experience in dialing dozens of calls per day • Excellent understanding of insurance products and market • Experience working with Salesforce.com or similar CRM • Excellent verbal and written communication skills • Strong listening and presentation skills • Ability to multi-task, prioritize and manage time effectively • Highly motivated and ability to effectively communicate with brokers and employers • Understands business challenges • Goal-oriented