Inside Sales Representative

We are looking for a motivated, relationship-focused, and results-driven Inside Sales Representative to help accelerate the growth of our PFML business. In this role, you'll partner closely with brokers and producers across both the employee benefits and property & casualty (P&C) markets to identify opportunities, drive new business, and deliver exceptional sales support throughout the buying process.

The ideal candidate thrives in a fast-paced, high-volume sales environment, understands the broker distribution model, and is energized by building relationships, creating opportunities, and delivering results. You'll work cross-functionally to ensure brokers receive accurate, competitive quotes and have the tools and knowledge needed to successfully position our products in the marketplace.

Essential Job Duties & Responsibilities

• Source new sales opportunities through brokers, producers, and prospects to develop and actively manage a robust pipeline of PFML opportunities.
• Proactively generate new opportunities through a minimum of 30 daily outbound outreach activities , including phone calls, email campaigns, and virtual meetings.
• Conduct virtual webinars and educational sessions for brokers and company-sponsored audiences as needed.
• Build and maintain strong relationships with employee benefits and P&C producers, guiding them through our products, underwriting requirements, and sales process.
• Achieve personal and team sales goals by securing new business opportunities and positioning company offerings within established profitability guidelines.
• Review and qualify RFPs, ensuring all necessary information is collected for timely and accurate quoting.
• Coordinate with a Sales Support Specialist to ensure seamless proposal delivery, broker communication, and follow-up activities.
• Drive quote-to-close conversion through proactive follow-up and ongoing broker engagement.
• Collaborate closely with Underwriting to provide complete and accurate information that supports competitive and timely proposals.
• Partner with external sales counterparts to maximize market coverage and deliver a coordinated broker experience.
• Ensure flawless new business submissions are provided to Underwriting to support expedited review and approval.
• Educate broker partners on PFML legislation, product features, and market positioning to increase product adoption and sales effectiveness.
• Utilize CRM, sales intelligence, and market data tools to identify opportunities, prioritize broker engagement, and strengthen pipeline development.
• Maintain accurate and up-to-date records in Salesforce , including pipeline activity, broker notes, call logs, and opportunity status.
• Monitor state-specific PFML regulatory updates to support accurate product positioning and compliance.

Required Skills & Abilities

• Strong phone presence and experience making a high volume of outbound sales calls .
• Strong knowledge of insurance products and the competitive marketplace.
• Experience working with Salesforce.com or similar CRM platforms.
• Excellent verbal and written communication skills.
• Strong listening, presentation, and relationship-building skills.
• Ability to multitask, prioritize, and manage time effectively in a fast-paced sales environment.
• Self-motivated with a proven ability to communicate effectively with brokers, producers, and employers.
• Ability to understand customer business challenges and position solutions effectively.
• Goal-oriented with a strong drive to achieve and exceed sales objectives.

Education & Experience Required

• Bachelor's Degree or equivalent work experience required.
• 5+ years of insurance sales experience , preferably within employee benefits.
• Active Life & Health License required.