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IM
Integrity Marketing Group
Agent Sales II
Entry-Level JobVerifiedNo experience needed
Career Insights for Sales Advisor
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Scorecard
Based on Maine data
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What they do
A Sales Advisor provides customers with information on company products or services, assists in selecting products, and completes sales orders. Handles customer phone calls and emails, or meets with customers in retail settings. Adds information to customer database.
$67,014 / year median in Maine
-8% projected decline
Job Description
About Senior Planning Center Senior Planning Center, an Integrity Partner, is Maine's leading resource providing Medicare Advantage, Medicare supplements and other related insurance products and services designed to help seniors, specifically those transitioning into retirement. Senior Planning Center represents all the major Medicare health plans. Even though they have agent partners across Maine, its walk-in service locations continue to lead in the growth of new plans and high retention rates. They strive to secure an ongoing and holistic relationship with each of its clients. The help seniors receive at Senior Planning Center is not limited to related insurance services — they also provide referral information about a wide range of resources for seniors from heating assistance to help with elder care. Job Summary We are seeking a motivated and result driven Inside sales agent to join our dynamic sales team. In this role, you will be responsible for generating new business opportunities, managing and maintaining client relationships, and driving sales growth through effective communication and strategic selling techniques.
Primary Responsibilities:
- Provide exceptional customer service
- Identify client needs and recommend products or solutions that best fulfill those needs.
- Promptly follow up with prospects to ensure all questions are answered
- Effectively communicate with clients and prospects
- Ensure applicable licenses and credentials are current
- Develop meaningful relationships with clients to encourage trust and build brand loyalty
- Meet sales goals and objectives set by leadership
- Improve sales skills and knowledge to increase sales success rates
- Become a subject matter expert in the insurance industry
- Accurately document and maintain client and prospect interactions in the approved CRM system.
- Prepare and deliver presentations to potential customers, demonstrating product value.
- Stay updated on industry trends and competitor offerings to effectively position our solutions.
Primary Skills & Requirements:
A PASSION FOR SERVING SENIORS REQUIRED
- High school diploma or equivalent
- Excellent customer service, presentation, verbal, and written communication skills
- Ability to multi-task and prioritize in a fast-paced environment
- Excellent computer skills and proficiency with MS Office
- Previous insurance or financial experience preferred, but, willing to train the right candidate
- Proficiency in English; additional languages are a plus.
- Experience in outbound calling, inside sales, or technical sales is highly desirable.
- Familiarity with technology sales and an understanding of technical products is advantageous.
- Demonstrated ability in business development and achieving sales targets.
- Excellent interpersonal skills with the ability to build rapport quickly with clients.
- Self-motivated with a proactive approach to problem-solving and sales strategies.