Outbound Sales Specialist

This is a fully remote position, open to applicants in United States.

📋 Description

• Make outbound calls and receive inbound calls to assess the appropriate action for each situation.

• Document information and uphold departmental procedures and policies.

• Provide assistance to policyholders as necessary.

• Initiate outbound calls to newly issued clients to welcome them, verify policy accuracy, and offer additional details about their new policies.

• Navigate the CRM while interacting with recently approved customers to collect the initial premium and activate life insurance policies.

• Conduct outbound calls to leads generated through the internet to engage potential customers for the Sales Team.

• Articulate policy benefits clearly.

• Complete required documentation.

• Support with correspondence and corrections related to policy services.

• Implement outbound-call special projects and campaigns for affiliated companies, including AIL and LNL, while documenting customer activities as required.

⛳️ Requirements

• High School diploma or equivalent qualification.

• Some college education is preferred.

• At least 1 year of experience in customer service or a professional environment with a customer service focus.

• Life, Accident, and Health Insurance licensing is preferred, though not mandatory.

• Over 1 year of office experience is preferred.

• Experience in telecommunications is advantageous.

• A background in life and health insurance, along with knowledge of insurance operations, is desired.

• Strong customer service skills and effective phone communication abilities.

• Excellent written and verbal communication skills.

• Outstanding organizational skills.

• Ability to uphold confidentiality.

• Comfortable with collecting payments through Credit Card and Bank Draft options.

• Strong alpha and numeric recognition skills.

• Demonstrated proficiency in mathematics.

• Capability to perform well under pressure and manage high-stress situations with composure and professionalism.

• Strong decision-making abilities with the capacity to assess situations and draw logical conclusions.

• Excellent attendance and punctuality record.

• Proficiency in using Microsoft Office applications such as Word and Outlook.

• Ability to multitask across various sources.

• Customer-centric approach.

• Reliable and consistent attendance during assigned shifts.

• Willingness to work full-time and/or part-time based on job specifications.

🏝️ Benefits

• Competitive compensation tailored to reflect your skills and contributions.

• Comprehensive health, dental, and vision insurance offerings.

• Extensive life insurance benefits.

• Retirement plans, including a company-matched 401k and pension plan.

• Paid holidays and time off.

• Parental leave options.

• Subsidized all-in-one subscriptions promoting fitness, mindfulness, nutrition, and sleep goals.

• Company-sponsored counseling services for mental health, stress management, and work-life balance.

• Eligibility for continued education reimbursement.

• Company-funded FLMI and ICA course training.

• Discounted tickets for Texas Rangers games.