ShieldForge Protection Representative ShieldForge Dallas, TX Job Details Part-time | Full-time $70,000 - $850,000 a year 4 hours ago Benefits Relocation assistance Paid time off Work from home Flexible schedule Qualifications Bilingual Customer communication Customer relationship building Interpersonal skills Sales needs analysis Data analysis skills Attention to detail Bank experience Customer engagement Sales management systems proficiency Insurance sales Sales automation technologies Full Job Description Job Summary Join our dynamic team as a ShieldForge Protection Representative, where your enthusiasm and expertise will play a vital role in safeguarding our clients' assets and ensuring their peace of mind. In this energetic role, you will engage with diverse customers, build lasting relationships, and deliver tailored protection solutions across various insurance products. Your proactive approach and exceptional communication skills will drive customer satisfaction and foster trust, making a meaningful impact every day. This paid position offers an exciting opportunity to develop your sales skills while contributing to a secure environment for our clients. Duties Conduct outside sales activities by reaching out to prospective clients through telemarketing, client meetings, and community engagement to promote protection services. Build strong customer relationships by understanding their needs and offering customized insurance solutions in areas such as property casualty, health, life, and commercial insurance. Negotiate terms and coverage options with clients, ensuring clarity on policy details, benefits administration, and regulatory compliance including HIPAA and insurance regulation standards. Manage sales administration tasks using CRM systems and Microsoft Office tools to track leads, follow-ups, and client information efficiently. Provide exceptional customer service by addressing inquiries related to insurance sales, benefits options, and claims processes with professionalism and clarity. Analyze client data to identify opportunities for cross-selling or upselling additional coverage options like health insurance or life insurance policies. Collaborate with team members to develop strategies for expanding market reach through multilingual communication skills and outreach efforts. Qualifications Proven experience in outside sales or retail sales environments with a focus on customer relationship building. Strong negotiation skills coupled with excellent communication abilities in bilingual or multilingual settings preferred. Knowledge of insurance products including property casualty, health, life, and commercial insurance is highly desirable. Familiarity with sales administration processes, CRM systems, Microsoft Office applications, and analysis skills for evaluating client needs. Understanding of insurance regulation standards such as HIPAA compliance and benefits administration practices. Exceptional customer service skills with the ability to communicate complex information clearly and effectively. Ability to work independently in a fast-paced environment while maintaining attention to detail and professionalism. Join us as a ShieldForge Protection Representative where your energy fuels success! We are dedicated to empowering our team members through ongoing training, supportive leadership, and opportunities for growth—all while making a positive difference in the lives of our clients.

Pay:

$70,000.00 - $850,000.00 per year

Benefits:

Flexible schedule Paid time off Relocation assistance Work from home

Work Location:

Hybrid remote in Dallas, TX 75243