Job Description

The Forehand Agency seeks an Inside Sales Associate to support account growth by assessing customer needs, recommending appropriate solutions, and delivering high-quality service through inbound and outbound contact. This role requires adoption of a customer experience methodology, use of contact center technology, and consistent handling of a high volume of customer interactions within a small, collaborative team.

• Key responsibilities:
  • Listen to customers, diagnose needs, and resolve issues to achieve first-contact resolution when possible.
  • Manage assigned accounts through inbound inquiries and proactive outbound outreach.
  • Use contact center systems and CRM tools to document interactions, update account records, and maintain accurate workflows.
  • Identify sales opportunities, apply consultative sales techniques, and present product options to upgrade or expand accounts.
  • Conduct needs assessments and recommend tailored solutions that align with customer objectives.
  • Maintain ongoing client relationships through timely follow-up, service activities, and periodic account reviews.
  • Meet performance targets for customer satisfaction, sales, and productivity as defined by the agency.
• Qualifications and requirements:
  • Possession of a current state life and health insurance license, or willingness and ability to obtain and maintain required licensure.
  • Reliable, coachable, and committed to continuous improvement and skill development.
  • Strong verbal and written communication skills and a professional customer-service approach.
  • Proficiency with basic PC functions and comfort learning contact center and CRM software quickly.
  • Ability to multitask and maintain productivity in a fast-paced environment while managing a high volume of interactions.
  • High school diploma or equivalent; college students, interns, and recent graduates are encouraged to apply.
  • Minimum age of 18.
• Position highlights:
  • Flexible scheduling to support work-life balance and accommodate varied availability.
  • Performance-based commission and incentive opportunities tied to sales and service outcomes.
  • Remote work environment with access to training, coaching, and professional development.
  • Collaborative, supportive team culture that emphasizes clear expectations and ongoing feedback.

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