Enterprise Sales Agent (Insurance)

Peyton Resource Group; Southlake (TX); On-site; USD 45,000 - 75,000; Full time

Job summary

Peyton Resource Group is seeking an Enterprise Sales Agent in Texas for an inside sales role that handles both inbound and outbound calls. You will track client data in Salesforce CRM and engage with pre-qualified prospects.

The successful candidate will have experience in inside sales or the insurance industry, with expertise in the sales process and client management.

Qualifications

• Legally authorized to work in the United States.
• Experience with managing customer relationships.
• Experience in inside sales or insurance industry preferred.

Responsibilities

• Handle inbound and outbound calls in an inside sales environment.
• Track client data in Salesforce CRM and engage with pre-qualified prospects.

Skills

Customer relationship management

Education

Property & Casualty Insurance License (Preferred) or state licensing exam

Tools

Salesforce CRM

Job description

Role Requirements

• Property & Casualty Insurance License (Preferred) or passing the state licensing exam, once hired
• Legally authorized to work the United States

Required Skills and Abilities

• Experience with managing customer relationships

The Enterprise Sales Agent will be working in an inside sales environment working with both inbound and outbound calls. They will also track client data through Salesforce CRM system and engage with pre-qualified prospects.

A successful candidate will have experience in inside sales or the insurance industry, with expertise in the sales process and client management.