Inside Sales Representative

Whiteboard Risk & Insurance Solutions; United States; Remote; USD 50,000 - 70,000; Full time

Benefits offered by this job

Health & Wellness Credit

Employer-Sponsored Health Care Plan

Retirement Plan Match

Flexible PTO

Training & Development

Job summary

Whiteboard Risk & Insurance Solutions is seeking an Inside Sales Representative to generate new business opportunities for our commercial insurance brokers. You will make outbound calls to business owners and decision-makers, schedule meetings, and manage activities in Salesforce.

This entry-level role is remote, with occasional in-person company events throughout the year to connect with the team. The ideal candidate is highly motivated, coachable, and eager to build a career in sales or

Qualifications

• Sales Experience - Highly preferred, but not required
• Proven track record - Quota and goal achievements
• Strong Interpersonal Skills - Proficient in written and verbal communication
• Team Player - You excel in a team-oriented atmosphere
• Industry Knowledge - Insurance (or Worker's Comp) knowledge preferred, but not required
• CRM Experience - Salesforce or other CRM experience is a plus

Responsibilities

• Conduct outbound calls to business owners and decision-makers
• Schedule qualified meetings for licensed commercial insurance brokers
• Meet daily, weekly, and monthly calling and appointment-setting goals
• Manage prospect records, follow-ups, and daily tasks in Salesforce
• Set follow-up reminders and maintain consistent communication with prospects
• Assist with setting up Workers' Compensation analyses for brokers
• Utilize creative sales techniques to reach prospects
• Provide general sales and administrative support to brokers

Skills

Sales Experience

Proven track record

Strong Interpersonal Skills

Team Player

Industry Knowledge

CRM Experience

Job description

Whiteboard Risk & Insurance Solutions is seeking a motivated Inside Sales Representative to help generate new business opportunities for our commercial insurance brokers.

In this role, you will make outbound calls to business owners and decision-makers, identify potential opportunities, and schedule qualified meetings for our broker team. You will also manage prospect activity in Salesforce, follow up with leads, and support the sales process through consistent outreach and organization.

This is an entry-level sales position ideal for someone who is competitive, coachable, and eager to build a career in sales, business development, or commercial insurance. Prior insurance experience is not required.

This position is fully remote, however, we hold in-person company events throughout the year. These events include company functions, training sessions, and sales meetings. The ideal candidate will exhibit a willingness to attend our in-person company events on occasion.

Please Note: We are not accepting unsolicited submissions from recruiters, staffing agencies, or third-party firms for this position.Thank you for your understanding.

The Ideal Candidate:

• Highly motivated, competitive, and goal-oriented
• Comfortable making outbound calls and handling rejection
• Coachable, dependable, and eager to learn
• Strong communicator with solid organizational skills
• Interested in building a career in sales, business development, or commercial insurance
• Thrives in a team environment and enjoys performance-based incentives

Responsibilities:

• Conduct outbound calls to business owners and decision-makers
• Schedule qualified meetings for licensed commercial insurance brokers
• Meet daily, weekly, and monthly calling and appointment-setting goals
• Manage prospect records, follow-ups, and daily tasks in Salesforce
• Set follow-up reminders and maintain consistent communication with prospects
• Assist with setting up Workers' Compensation analyses for brokers
• Utilize creative sales techniques to reach prospects
• Provide general sales and administrative support to brokers

Qualifications:

• Sales Experience- Highly preferred, but not required
• Proven track record- Quota and goal achievements
• Strong Interpersonal Skills- Proficient in written and verbal communication
• Team Player- You excel in a team-oriented atmosphere
• Industry Knowledge- Insurance (or Worker's Comp) knowledge preferred, but not required
• CRM Experience - Salesforce or other CRM experience is a plus

Total Compensation: $50,000 - $70,000 yearly AboutWhiteboard Risk & Insurance Solutions

Who We Are:

We are a modern commercial insurance agency with a very unique platform of services that helps businesses that struggle with workers ' compensation injuries. We've spent the last ten years honing our niche and developing a highly unique product that drives unrivaled results for clients.

We solve challenges that business owners typically don't even know exist until they meet us. It makes it difficult to get our foot in the door - but once we have the opportunity to educate them on Workers' Comp and how our platform resolves a number of common problems with their insurance, most of them wish they'd heard of this much sooner!

Benefits:

• Competitive Compensation
• Monthly Health & Wellness Credit
• Employer-Sponsored Health Care Plan
• Retirement Plan with up to a 5% match
• Flexible Paid Time Off
• Training & Development Support