Entry Level Insurance Sales

Alleviation Enterprise; Tulsa (OK); On-site; USD 32,000 - 52,000; Full time

Benefits offered by this job

Training program

Draw pay + commissions

Monthly bonuses

Quarterly stock share bonuses

Incentive trips

Renewal commissions

Health/dental/vision after 60 days

Flexible schedule based on results

Job summary

Alleviation Enterprise is seeking entry-level Insurance Sales Representatives to learn the industry while developing skills in sales, customer service, and client communications. You will prospect, meet with potential clients, and present personalized coverage options.

You will use Salesforce CRM to manage leads, schedule client meetings, and respond to inquiries. The role rewards proactive scheduling, performance-based promotions, and ongoing professional development.

Qualifications

• Background check completed before employment
• Driver's license and reliable transport required
• Active Health & Life Insurance Producer license in resident state (or willingness to obtain) with licensing fees reimbursed
• Bachelor's degree or 4+ years of relevant sales/athletic experience considered in lieu of degree

Responsibilities

• Prospect, contact, and meet with potential clients to discuss insurance needs
• Utilize Salesforce CRM to manage leads and build client portfolio
• Schedule meetings and respond to inquiries via phone, email, or text
• Visit local businesses to develop relationships with owners and generate referrals
• Meet monthly/quarterly sales targets with the team
• Record daily sales activity and updates
• Plan weekly schedule and report to manager
• Collaborate with team on pipeline and strategy

Skills

Sales

Customer service

Phone communication

Lead generation

CRM (Salesforce)

Presentation

Education

Bachelor's degree or equivalent experience

Tools

Salesforce CRM

Job description

Alleviation is a leading provider of supplemental insurance products aimed at providing financial security and peace of mind to individuals and families. We specialize in offering a range of insurance plans designed to complement existing coverage and help fill gaps in healthcare expenses. With a commitment to exceptional customer service and comprehensive coverage options, we are dedicated to making a positive difference in the lives of our clients.

Job Description

We are currently seeking motivated individuals to join our team. In this entry-level role, you will have the opportunity to learn about the insurance industry while honing your sales and customer service skills. As an Insurance Sales Representative, you will be responsible for prospecting, contacting, and meeting with potential clients to discuss their insurance needs and present them with personalized coverage options. This role offers a dynamic and fast-paced work environment where you will have the opportunity to make a meaningful impact on the lives of others.

What Makes Someone Successful Here?

• The ability to work through and overcome challenges.
• An ability to manage your day and be effective & efficient with your workflow and schedule. You do not need or want someone to supervise or micromanage you throughout the workday.
• Exceptional communication and presentation skills. You enjoy presenting or communicating in various environments and love talking to strangers and helping people open up to you.
• Our top performers often share backgrounds as former college athletes, servers, small business owners, early starters, frequent travelers, and avid learners engaged in personal development activities. If you identify with any of these profiles, you could be an excellent fit for our team.

Core Responsibilities

• Utilize our customized Salesforce CRM to curate leads and generate clients while expanding your professional network within your territory and neighboring communities
• Respond to client inquiries via phone, email, or text as needed
• Schedule meetings with potential and existing clients to understand their insurance needs
• Attend scheduled calls and meetings with your sales manager and team
• Personally visit new businesses, develop relationships with local business owners, follow up on referral leads, and re-service existing clients
• Build and nurture your own client portfolio
• Collaborate with your sales team manager to set monthly and quarterly sales targets for yourself
• Plan and adhere to your weekly schedule and working hours; submit your schedule to your sales team manager each week
• Record daily work stats and sales activity updates at the end of each work day

Additional Qualifications

• Pass a high-level pre-employment background check
• Active Driver's License and reliable transportation
• Active Health & Life Insurance Producer license in your resident state (or willing to obtain - study course provided at no cost and state licensing fees reimbursement available)
• Bachelor's degree or minimum of 4 years post-high school work experience (candidates within 6 months of degree completion or less than 4 years of professional work experience with relevant sales or athletic background will be considered)

Compensation & Benefits

• Comprehensive classroom and field training program
• Weekly draw pay option plus commissions (no caps and short sales cycle-3 business days) as well as monthly cash sales bonuses, quarterly stock share bonuses, incentive trips, and vested renewal commissions
• Health, dental, and vision benefits offered after 60-days of employment
• Performance-based promotions
• Control of your schedule based on results achieved rather than time worked
• Continuing professional development classes, advanced sales trainings, and leadership development classes
• Culture of camaraderie, friendly competition, and success mindset