Sales Development Representative

Allstate - Wagner Insurance Agency; Waukesha (WI); Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Work from Home

Vision Insurance

Mon-Fri Schedule

Hands on Training

Career Growth Opportunities

Retirement Plan

Job summary

Allstate - Wagner Insurance Agency in Waukesha, Wisconsin, is seeking a Sales Development Representative to engage with prospective clients, understand their needs, and introduce them to the licensed sales team for quotes.

You will have the opportunity to move into a licensed sales producer role after hitting call transfer goals for 3 months straight, with a supportive team atmosphere and a path to growth. This role offers a Work from Home option and a Mon-Fri schedule.

Qualifications

• High school diploma or equivalent required.
• Excellent communication and interpersonal skills required.
• Sales or customer service experience is a plus.

Responsibilities

• Engage with prospective customers via phone, text, and email.
• Transfer interested customers to the sales team for quotes in real time.
• Schedule callbacks and transfer to sales when appropriate.
• Maintain accurate customer records in the CRM system.
• Collaborate with the sales team to achieve agency goals.
• Contribute to a positive, supportive team environment.

Skills

Excellent communication

Organizational skills

CRM experience

Education

High school diploma or equivalent

Tools

CRM software

Job description

Job Description

Are you ready to launch a rewarding career in sales with a company that truly values its people? Allstate - Wagner Insurance Agency in Waukesha, Wisconsin, is looking for enthusiastic individuals to join our team as Sales Development Representatives.

We believe in fostering a positive and inviting atmosphere where you can grow and succeed.

As a Sales development representative, you'll be at the forefront of connecting with potential clients, understanding their unique needs, and introducing them to the licensed sales team for quotes.

You will have the opportunity to move into a licensed sales producer role after hitting call transfer goals for 3 months straight.

Benefits

• Paid Time Off (PTO)
• Work from Home
• Vision Insurance
• Mon-Fri Schedule
• Hands on Training
• Career Growth Opportunities
• Retirement Plan

Responsibilities

Engage with prospective customers through various channels, including phone, text, and email.

Transfer interested customers to the sales team for quotes in real time.

If the client does not have time at that moment, schedule appointments for call back and then transfer to sales team.

Maintain accurate customer records in our CRM system.

Collaborate with the sales team to achieve agency goals.

Contribute to a positive and supportive team environment.

Requirements

High school diploma or equivalent.

Previous sales or customer service experience is a plus.

Excellent communication and interpersonal skills.

A positive attitude and a genuine desire to help others.

Strong organizational skills and attention to detail.

Comfortable using technology and learning new systems.