This is NOT a cold-calling or high-pressure sales position. You support the senior agent, learn the business, and gradually take on production responsibilities.
Prepare quotes & plan comparisons
Assist with ACA & life insurance paperwork
Review underwriting & pre-qualify prospects
Manage follow-ups & CRM workflows
Conduct introductory client calls
Present coverage options using scripts\
Assist with needs analysis
Take on supervised sales conversations
Learn and apply scripts & workflows
Follow up promptly with prospects
Communicate clearly with senior agent
Prepare accurate quotes & forms
Support pipeline movement
Show initiative & steady improvement
Strong communication skills
Coachable and eager to grow
Organized and detail-oriented
Confident speaking with clients
Professional demeanor
Licensed in Life & Health (or willing)
Sales or customer service
Call center or appointment setting
Insurance or financial services
Prior exposure to CRM environments
This role is specifically built for upward mobility:
Learn scripts, sales workflows, CRM processes, and client journey stages.
Support sales operations independently and begin participating in select client calls.
Begin taking on structured production opportunities with supervision.