Job Description
Role Description The Sales Representative is a full-time, on-site role based in Roswell, GA. This position is responsible for prospecting and qualifying leads, conducting sales presentations, and explaining insurance products and services to prospective and existing clients. The Sales Representative will manage a sales pipeline, follow up on inquiries, prepare quotes, and support clients through the application and onboarding process. Daily activities include meeting or exceeding sales targets, maintaining accurate records in CRM systems, and collaborating with leadership for coaching, training, and performance reviews. The role also involves participating in team meetings, contributing to sales strategies, and providing feedback on market trends and customer needs.
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Qualifications
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- Strong sales, negotiation, and persuasive communication skills, with the ability to build rapport and trust quickly.
- Customer service and relationship management skills, including active listening and follow-through on client needs.
- Basic business, financial, or insurance literacy, with the ability to learn product offerings and explain them clearly.
- Experience with CRM or sales tracking tools, and comfort working with digital communication and productivity platforms.
- Goal-oriented mindset, resilience in handling rejection, and ability to thrive in a performance-driven environment.
- Organizational and time-management skills to handle multiple prospects, follow-ups, and administrative tasks efficiently.
- Ability to work collaboratively with coaches and leadership, accept feedback, and apply it to improve results.
- High school diploma or equivalent required; bachelor’s degree in business, marketing, or related field preferred.
- Prior sales experience, ideally in insurance or financial services, is preferred but not strictly required for motivated candidates.
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