Outbound Insurance Sales Pro with Flexible Schedule & PTO

The Juris Agency; Palm Springs (CA); On-site; USD 45,000 - 80,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Flexible Schedule

Hands on Training

Job summary

The Juris Agency is seeking an Outbound Sales Producer to generate new insurance business through proactive outbound sales activities, working with internet leads, making prospecting calls, and building a personal community presence to develop opportunities. The ideal candidate is motivated, persuasive, organized, and comfortable initiating conversations with prospective customers.

This role focuses on selling insurance to outbound prospects and does not involve servicing an existing book unless

Qualifications

• Active insurance producer license required.
• Previous sales, insurance, customer service, or business development experience.
• Strong verbal and written communication skills.
• Ability to initiate and sustain high volume outbound calls.
• Comfortable using CRM systems, email, social media, and standard office tech.

Responsibilities

• Contact and follow up with prospects generated through internet leads and agency marketing sources.
• Make outbound calls, send emails/texts, and use approved methods to reach potential customers.
• Identify customer needs and recommend insurance products and coverage options.
• Quote, explain, and sell insurance products per agency procedures and carrier guidelines.
• Maintain a consistent pipeline of qualified prospects.
• Schedule and conduct sales appointments by phone, virtual, or in person.
• Develop a personal marketing presence in the local community.
• Generate additional prospects through networking, referrals, events, and social media.
• Establish relationships with referral sources, business owners, community members, and prospective customers.
• Document prospect interactions, quotes, follow-ups, and sales activity in CRM.
• Meet or exceed sales, appointment, activity, and production goals.
• Stay informed about products, underwriting requirements, and industry developments.
• Protect customer information and comply with laws and agency policies.
• Provide a professional, customer-focused experience throughout the sales process.

Skills

Outbound sales

Prospecting

Verbal communication

Time management

Tools

CRM software

Email tools

Phone system

Job description

The Juris Agency is seeking an Outbound Sales Producer to generate new insurance business through proactive outbound sales activities, working with internet leads, making prospecting calls, and building a personal community presence to develop opportunities. The ideal candidate is motivated, persuasive, organized, and comfortable initiating conversations with prospective customers.

This role focuses on selling insurance to outbound prospects and does not involve servicing an existing book unless