Full Cycle Sales Representative

SalesDraft; Westlake Village (CA); On-site; USD 40,000 - 65,000; Full time

Job summary

Bill Matlock Insurance Agency, Inc. is seeking a driven Full Cycle Sales Representative to manage the complete sales process in a virtual/office hybrid setting. You will own the customer journey, from outreach through closing, using phone and video to educate clients about insurance solutions.

The role emphasizes relationship-building, proactive pipeline management, and clear communication. Base salary ranges with commissions, plus a comprehensive benefits package, reflect the opportunity to

Qualifications

• Experience in building relationships with new prospects via phone or video.
• Ability to explain insurance products clearly and persuasively.
• Experience managing a sales pipeline from outreach to closing.
• Self-directed work style with goal orientation.
• Resilient attitude when facing objections or rejection.
• Willingness to learn and adapt to new products and processes.
• Authorized to work in the United States.

Responsibilities

• Initiate outbound calls and engage prospects via video to identify needs and present insurance solutions.
• Develop and nurture relationships with potential clients, building trust remotely.
• Manage a sales pipeline from lead generation to closing to avoid missed opportunities.
• Explain complex policy details clearly over phone, video, and written channels.
• Handle objections and negotiate terms to secure new business.
• Maintain accurate records of sales activities and customer interactions in the CRM.
• Collaborate with internal teams to ensure a seamless customer experience.
• Continuously seek opportunities to improve sales techniques and product knowledge.

Skills

Rapport building

Clear communication

Pipeline management

Proactive/self-directed

Resilience

Problem-solving

Adaptability

Education

Highschool / GED

Job description

Bill Matlock Insurance Agency, Inc. is seeking a driven and results-oriented Full Cycle Sales Representative to join our dynamic team. In this role, you will be instrumental in managing the entire sales process, from initial contact to closing the deal, all within a virtual environment.

Role Overview

As a Full Cycle Sales Representative, you will own the customer journey, building relationships and driving sales through phone and video interactions. This position requires a proactive approach, excellent communication skills, and the ability to expertly navigate the sales cycle independently. You\'ll be the primary point of contact for prospects, guiding them through their insurance needs and securing new business.

Day-to-Day Responsibilities

• Initiate outbound calls and engage prospects through video conferencing to identify needs and present insurance solutions.
• Develop and nurture relationships with potential clients, establishing trust and rapport without physical proximity.
• Manage a sales pipeline from lead generation to closing, ensuring no opportunities fall through the cracks.
• Articulate complex insurance products and policy details clearly and concisely via phone, video, and written communication.
• Effectively handle objections and negotiate terms to secure new business agreements.
• Maintain accurate and up-to-date records of all sales activities and customer interactions in the CRM system.
• Collaborate with internal teams to ensure a seamless customer experience.
• Continuously seek opportunities to improve sales techniques and product knowledge.

Qualifications

• Demonstrated ability to build rapport and establish trust quickly with individuals you haven\'t met in person.
• Proficiency in communicating complex information clearly and persuasively across phone, video, and written formats.
• Skill in managing a sales pipeline from initial outreach through to deal closure.
• A proactive and self-directed approach to managing your workload and achieving targets.
• Resilience and a positive attitude when facing challenges or rejection.
• Strong problem-solving skills and the ability to think critically to overcome sales obstacles.
• Adaptability to learn and master new products and sales methodologies.

Compensation and Benefits

This role offers a competitive compensation structure with a base salary ranging from $40,000 to $65,000 annually, plus commission opportunities based on performance. We also provide a comprehensive benefits package designed to support your well-being.

Work Arrangement

This is a full-time, in-office position, providing a structured and collaborative work environment.

About Bill Matlock Insurance Agency, Inc.

At Bill Matlock Insurance Agency, Inc., we are dedicated to providing exceptional insurance solutions and unparalleled customer service. We foster a supportive and growth-oriented culture where our team members can thrive and build successful careers. Join us and make a significant impact in the insurance industry.

Requirements

Experience

Entry Level

Education

Highschool / GED

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