Lead Generation / Lead Follow UP / Trainee

The Juris Agency; Oregon City (OR); On-site; USD 32,000 - 52,000; Full time

Benefits offered by this job

Flexible Schedule

Hands on Training

Mon-Fri Schedule

Job summary

The Juris Agency in Oregon City, OR is seeking an entry-level insurance sales professional. This role focuses on phone outreach, lead follow-ups, and building relationships from a cold start.

We offer training, a flexible path to a licensed agent, and options for part-time or full-time schedules. No prior insurance experience required; your energy and drive are valued. You'll receive ongoing coaching and a clear career path into insurance licensing.

Qualifications

• No insurance experience required but willing to learn.
• Excellent phone etiquette and communication skills.
• Comfortable with cold outreach and lead follow-up.
• Ability to manage multiple tasks and priorities.

Responsibilities

• Solicits for new business via telephone, networking, and other lead sources.
• Contacts leads from our database to refresh relationships and win customers back.
• Document each customer contact in our lead management software.
• Ask each customer for referrals and explain our referral program.
• Treat each customer contact as a cross and up-sell opportunity including financial products.
• Verify phone numbers, addresses and email addresses with each customer contact and update customer information.
• Prospecting and generating new business through leads & referral sources.
• Provide exceptional customer service.
• Be outstanding at relationship building.
• Maintain client relationships with follow up phone calls.
• Cold call, direct email and perform other lead generation activities.
• Obtain prospects information such as name, address, vehicle information and enter into quote sheets.
• Maintains phone time or sales quotas as determined by management.
• Schedule appointments for sales team to meet or talk to prospective customers.
• Grow sales revenue by utilizing phone, email and potential client lists.

Skills

Sales skills

Phone communication

Lead generation

Customer service

Multi-tasking

Job description

Job Description

Are you great on the phone and love talking to people? Are you looking to start a sales career or break into the insurance industry?This is an entry level position with a career path to being a licensed insurance agent. Part time positions available if you are looking to fill a few hours a day, or a couple days a week.

No matter your sales experience, we'll invest in your success. We understand that it takes time to build a business, to develop the proper skills and understanding, and to excel in this field. We provide our new team members with ongoing training and support on their path to success so they can best serve our customers!

Benefits

• Flexible Schedule
• Hands on Training
• Mon-Fri Schedule

Responsibilities

• Solicits for new business via telephone, networking, and other lead sources.
• Contacts leads from our database to refresh relationships and win customers back.
• Document each customer contact in our lead management software.
• Ask each customer for referrals and explain our referral program.
• Treat each customer contact as a cross and up-sell opportunity including financial products.
• Verify phone numbers, addresses and email addresses with each customer contact and update customer information.
• Prospecting and generating new businessthrough leads & referral sources.
• Provideexceptional customer service.
• Be outstanding at relationship building.
• Maintain client relationships with follow up phone calls.
• Cold call, direct email and perform other lead generation activities.
• Obtain prospects information such as name, address, vehicle information and enter into quote sheets.
• Maintains phone time or sales quotas as determined by management.
• Schedule appointments for sales team to meet or talk to prospective customers.
• Grow sales revenue by utilizing phone, email and potential client lists.

Requirements

• No insurance experience required but must be willing to learn
• Possess an upbeat, positive and enthusiastic attitude.
• Be a great self-starter with a sense of urgency.
• Create relationships from a cold start.
• Confident, self-starter who works well independently.
• Must have ability to multi-task.
• Career minded vision.
• Works well with other employees and is a team player with a positive attitude.
• Strong work ethic and leadership skills.
• Be capable of handling customer rejection.
• Interested in a sales career, sales experience preferred