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Sales Consultant – Quotit

National General Insurance

This is a Full-time position in NULL, OR posted May 8, 2021.

Primary Purpose:

Responsible for increasing the sales of our Health Insurance quoting, enrollment, CRM and lead management technology.

Essential Duties and Responsibilities:

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

  • Broker prospecting through individualized targeted research, calls and email campaigns for new broker relationships
  • Generate potential leads through various channels and establish contact with said leads utilizing various communication methods and techniques
  • Provide detailed description of service summary to determine if our SaaS is a good fit for their agency needs and schedule product demonstrations with Agency decision makers
  • Provide product demonstrations of our technology and maintain wide knowledge of product features to address questions regarding product capabilities
  • Assess, determine and build SaaS solution program with a feature set specifically designed to meet client needs
  • Manage all contact data in company CRM for effective lead management and follow-through
  • Negotiate pricing to optimize profit, sales and client retention
  • Follow-up on prospecting attempts and determine how we can earn the broker’s business
  • Convert prospects into paying monthly subscribers of our technology
  • Provide service of unequalled excellence to all prospects and current customers
  • Provide account management support to maximize account retention and growth opportunities
  • Provide steady broker feedback to management with an emphasis on strategic planning & product enhancements
  • Assist the service team with escalated issues & participate in joint sessions with other departments
  • Meet sales goals and objectives on a monthly basis

Minimum Skills and Competencies:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • High school diploma or general education degree (GED)
  • 3+ years of sales experience
  • Reasonable understanding of how cloud based technology operates
  • Must possess effective verbal and written communication skills
  • Excellent interpersonal skills with the ability to establish working relationships with individuals at varying levels within the organization
  • Proficient in Microsoft Office (Word, Excel, Outlook, PowerPoint)
  • High degree of initiative, mature judgment, and discretion
  • Works independently with little supervision
  • Valid US State-issued driver’s license

Desired Skills:

  • Bachelor Degree or in-lieu of degree equivalent education, training and work-related experience
  • Life & Health Insurance License
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