Direct Sales Insurance Agent - Hybrid

Direct Sales Insurance Agent - Hybrid

Tempe Call Center - Tempe, AZ 85288

Overview

Salary Range $20.00 Base+Commission/month Position Type Full Time Education Level High School Travel Percentage None Category Insurance

Description

SUMMARY We're growing our Call Center Sales team and looking for driven inside sales professionals who are passionate about helping individuals and families find the right health and supplemental insurance coverage. This role blends consultative selling with relationship-building, allowing you to deliver personalized solutions that truly make a difference for each customer.

Our agents take a solution-based, consultative approach…listening carefully to customer needs and matching them with a broad portfolio of competitive insurance options, all supported by industry-leading technology. You will play a key role in creating a positive, trusted customer experience while contributing directly to sales success.

We offer a comprehensive training program, competitive compensation, and robust benefits to support your growth and success. This is an excellent opportunity for a customer-focused, results-driven professional seeking a long-term career in a dynamic, supportive, and engaging sales environment.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Handle primarily inbound calls from our marketing lead sources and affinity partners
• Use effective probing and discovery questions to understand each customer's situation, assist with their coverage needs, identify gaps in existing coverage, and recommend appropriate products to fill those gaps
• Recommend appropriate modifications or updates to customers' existing insurance policies when applicable
• Conduct outbound calls for purposes of prospecting, lead nurturing, follow-up outreach, and response to contact form inquiries
• Consistently meet or exceed established performance metrics, including conversion rates and ancillary product attachment
• Build strong, sustainable customer relationships through open, professional, and engaging communication
• Address light customer service needs, including basic account inquiries and policy-related questions, ensuring customers receive a seamless, best-in-class service experience
• Maintain required attendance standards by being punctual and consistently available during scheduled work shifts
• Manage multiple priorities and deadlines effectively in a fast-paced sales environment
• Perform other job-related duties and special projects as assigned

Qualifications

REQUIREMENTS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

• 1 – 3 years of Call Center & Sales experience – Required

• Experience in Under 65 – Health, Dental, Vision and ancillary sales – Preferred

• Must be able to be appointed with our agency (if needed, obtain a release from previous upline by the start of training)

• Results oriented, motivated individual with a focus on achieving sales success

• Ability to work in fast-paced environments

• Excellent interpersonal, sales and time management skills

• Above average communication skills to represent the company professionally and communicate effectively with potential customers

• Ability to meet sales quotas and compliance standards by following sales call-flows and reading required disclosures

• Ability to navigate and effectively use various software applications (Telephony, CRM tool, Quoting and Enrollment tool)

• Strong Experience, Knowledge and Ability to use a PC to perform daily duties - Required

• Coachability – Open to receiving feedback and eager to explore new ideas or concepts

• Proficiency in MS Word, Excel, Email, and Instant Message programs

• Ability to work with limited supervision following procedural guidelines

• Comfortable with flexible work schedules, especially during the OEP period.

SUPERVISORY RESPONSIBILITIES • None

PAY TRANSPARENCY The base pay for this role in the Tempe AZ area is: $20.00 per hour. This role also has monthly bonus based on sales. First year successful agents could average $55,000 plus in total compensation. You are also eligible for employee benefits medical, dental, vision, life, and participation in the company 401(k) plan. Final offer amounts, within the base pay set forth above, are determined by factors including your relevant skills, education, and experience.

CERTIFICATES, LICENSES, REGISTRATION • Life and Health Insurance license – active license required upon hire; to be retained throughout employment. CE courses are supported by the company. • FFM Certification – Ability to obtain once hired and renewed annually as required. • Ability to be licensed in the states and appointed with the carriers offered

PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

• Small Motor Skills: Picking, pinching, typing or otherwise working primarily with fingers rather than with whole hand or arm, as in handling.

• Speaking: Expressing or exchanging ideas by means of spoken word. Those activities in which require detailed or important spoken instructions must be conveyed to other workers accurately and quickly.

• Hearing: Ability to receive detailed information through oral communication with or without correction.

• Repetitive Motion: Substantial movement (motions) of the wrist, hands and fingers.

WORK ENVIRONMENT The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

Normal office environment with controlled temperature.

ADDITIONAL REQUIREMENTS

The company reserves the right to determine if this position will be assigned to work on-site, remotely, or a combination of both. Assigned work location may change. In the case of remote work, physical presence in the office/on-site may be required to engage in face-to-face interaction and coordination of work among co-workers.