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Inside Sales Consultant

Warner Pacific Insurance Services

Job Description

Job Description

Executive Inside Sales Consultant

Warner Pacific – California

Warner Pacific Insurance Services is a full-service general agency that provides insurance agents with sales assistance, innovative technology and back-office support — the tools you need to grow your business in a rapidly changing marketplace. With strong leadership and a focus on building and deepening our relationships, we have become a top-producing general agency for many of the nation’s largest insurance carriers.

The Inside Sales Consultant is responsible for working in conjunction with an assigned Sales Consultant in high volume territories to maximize sales. This role will also be responsible for recruiting and engaging new brokers to place their group medical and specialty business through Warner Pacific. In addition, the Inside Sales Consultant will conduct training seminars/webinars describing the tools, services and opportunities available to them through Warner Pacific. Primary duties may include, but are not limited to:

  • Work in conjunction with the assigned Sales Consultant to meet and/or exceed monthly and annual assigned sales goals. 
  • Develop and implement sales strategies with the assigned Sales Consultant in order to acquire new medical and specialty business through agents/brokers.
  • Support all activity including broker inquiries in alignment with the assigned Sales Consultant, covering duties and assignments while Sales Consultant is out. 
  • Conducts broker training and assists agents with marketing activities.
  • Maintain frequent and effective contact with brokers and build active selling relationships to increase sales of all product lines.
  • Works as a liaison with product specialists to increase awareness of the specialty market and helps identify brokers for sales potential with these lines of coverage. 
  • Prospect new or inactive brokers to find sales opportunities in alignment with assigned Sales Consultant.
  • Make outbound and follow up sales calls to dormant, active and high potential brokers.
  • Handle inbound sales calls, email inquiries and product support questions from brokers. 
  • Demonstrate solid understanding of market factors, carriers, plans, benefits and guidelines in the California insurance landscape as well as the Affordable Care Act. 
  • Evolving understanding of level-funded, self-funding and OOS dynamics. 
  • Make note of potential workflow enhancements and communicate with supervisor for consideration.
  • Demonstrate consistent, outstanding judgment, honesty and integrity in all aspects of job performance.
  • Record all activity in CRM tool (Salesforce) including but not limited to: conversations, meetings (virtual and face to face), email communications, quote requests.

Additional Skills and Requirements

  • Minimum of a high school diploma, GED or equivalent; advanced education or degree preferred.
  • 3-5 years of health care/medical sales experience preferred.
  • 2-3 years proven track record of meeting or exceeding sales goals.
  • Preferred experience tracking sales activity in CRM tool.
  • Preferred resident of Southern California.
  • Valid California life/health insurance license.
  • Ability to think/act independently.
  • Exceptional interpersonal skills.
  • Exceptional written and oral communication, as well as experienced presentation skills.
  • Demonstrated ability to maintain and foster positive, open communication channels with internal and external customers.
  • Computer literacy with proficiency in the Microsoft Word/Excel/PowerPoint.

Compensation

  • Salary Range* - $80,000- $107,500 annually and bonus plan for achieving specific sales goals.
  • Actual compensation may vary from posting based on work experience, education and/or skill level.
  • * The salary range is the range Warner Pacific in good faith believes is the range of possible compensation for this role. at the time of this posting. The company may ultimately pay more or less than the posted range. This range may be modified in the future. No amount is considered to be wages or compensation until such amount is earned, vested and determinable under the terms and conditions of the applicable policies and plans. The amount and availability of any bonus, commission, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company’s sole discretion unless and until paid and may be modified at the Company’s sole discretion, consistent with the law. 


As an organization that values diversity of backgrounds, experiences, thoughts, and education levels, we know that an amazing candidate may not have all the qualifications that are listed above. Warner does not want to miss out on excellent candidates. If you believe you would be able to leverage your skills and strengths to meet our responsibilities section, please apply! We look forward to hearing from you!

Vacancy posted 16 days ago
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