Note: The job is a remote job and is open to candidates in USA. Whiteboard Risk & Insurance Solutions is a modern commercial insurance agency seeking a motivated Inside Sales Representative to generate new business opportunities for their brokers. The role involves making outbound calls to business owners, scheduling meetings, managing prospect activity in Salesforce, and supporting the sales process through outreach and organization.
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
- 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
- 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
- Sales Experience - Highly preferred, but not required
- Industry Knowledge - Insurance (or Worker's Comp) knowledge preferred, but not required
- CRM Experience - Salesforce or other CRM experience is a plus
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
Company Overview
Whiteboard Risk & Insurance Solutions is a consultive firm that provides insurance and non-insurance-related products to clients. It was founded in 2014, and is headquartered in San Diego, California, USA, with a workforce of 51-200 employees. Its website is https://whiteboardrisk.com.