High-Impact Sales Assistant Path to Licensed Agent (Hybrid)

Westwood Insurance Agency; Plano (TX); Hybrid; USD 20,664 - 26,174; Full time

Benefits offered by this job

Licensing assistance

License paid

Hybrid schedule

Monthly contests

Team events

Office amenities

Job summary

Westwood Insurance Agency in Plano, TX is seeking a motivated outbound sales specialist to support our insurance quote process. You’ll make 150+ outbound calls a day to leads from prospective and existing customers, collecting essential information and passing qualified leads to licensed agents.

No upfront licenses are required to start; we offer licensing assistance and a hybrid work schedule after training, with two days per week in the office.

Qualifications

• Experience in outbound calling, call centers, sales, or customer service? That’s a plus!
• No certifications or licenses are required to start—just a willingness to learn!
• Comfortable with computers and know your way around the basics
• Organized, dependable, and self‑motivated (even on a Monday!)

Responsibilities

• Make 150+ outbound calls a day to prospective and existing customers. These are NOT cold calls. These are leads from potential customers looking for a quote.
• Your mission? Gather valuable client information and pass on those golden leads to our team of licensed agents
• Set up new accounts and enter customer information accurately—keeping everything on track and running smoothly
• Don’t forget to reconnect with our customers to provide outstanding service and follow up
• Promote our top‑notch products, generate interest in our services, and be the rockstar of our team
• Stay organized, prioritize your day, and consistently hit your daily and weekly goals

Skills

Outbound calling

Call center

Sales

Customer service

Willingness to learn

Computer skills

Organization

Job description

Westwood Insurance Agency in Plano, TX is seeking a motivated outbound sales specialist to support our insurance quote process. You’ll make 150+ outbound calls a day to leads from prospective and existing customers, collecting essential information and passing qualified leads to licensed agents.

No upfront licenses are required to start; we offer licensing assistance and a hybrid work schedule after training, with two days per week in the office.