Insurance Sales Consultant

We are seeking a motivated Insurance Sales Consultant to drive new business through proactive outreach and relationship building. This is a high-activity business development role that requires excellent phone communication skills persistence and a strong ability to close sales.

The role will focus primarily on outbound calling to targeted business prospects to generate both pre-sale commitments and finalized insurance plan sales. The Insurance Sales Consultant will also manage inbound leads and conduct timely follow-ups to convert prospects into clients.

This position is based in our headquarters office and will collaborate closely with the marketing and leadership teams to meet and exceed sales targets.

Key Responsibilities

Prospecting & Lead Generation

• Make a high volume of outbound calls daily to business owners HR leaders and key decision-makers.
  

• Utilize lead lists CRM tools and marketing-generated prospects to build and maintain a qualified sales pipeline.
  

• Identify potential customers and engage in consultative discussions to understand their insurance needs.
  

Sales & Closing

• Present the companys insurance products and value proposition clearly and persuasively.
  

• Secure pre-sale commitments from prospective clients ahead of enrollment periods.
  

• Manage the full sales cyclefrom initial outreach through to closing agreements.
  

• Respond promptly to inbound inquiries to maximize conversion opportunities.
  

Pipeline Management & Reporting

• Maintain accurate and up-to-date records in the CRM system documenting all outreach and follow-up activities.
  

• Track performance metrics (calls contacts appointments conversions closed sales) against weekly and monthly goals.
  

• Collaborate with sales and marketing teams to refine messaging targeting and outreach strategies.
  

Requirements

Qualifications

• Proven success in an inside sales or business development role preferably in insurance healthcare or employee benefits.
  

• Strong phone communication and persuasion skills.
  

• Comfort with high-volume outbound calling and proactive outreach.
  

• Experience managing the full sales cycle and closing deals.
  

• Ability to quickly learn and articulate complex product offerings.
  

• CRM experience (Salesforce HubSpot or similar) preferred.
  

• Highly organized goal-oriented and motivated by results.
  

Benefits

What We Offer

• Competitive base salary plus performance-based commission.
  

• Comprehensive benefits package including medical dental and vision coverage.
  

• Paid time off and paid holidays to support work-life balance.
  

• Career growth opportunities within a rapidly expanding organization.
  

• Supportive team-oriented environment with access to leadership and decision-makers.
  

• Ongoing professional development and sales training.