Sales Support Representative

Sales Support Representative provides support to the sales team by relieving them of administrative work. Duties may include order processing/entry, making price quotations, record keeping, RFP response, product training, or other related tasks. Being a Sales Support Representative may require a bachelor’s degree. Typically reports to a Manager. The Sales Support Representative gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. To be a Sales Support Representative typically requires 2 -4 years of related experience.

Sales Support Representative Job Description Template

Our company is looking for a Sales Support Representative to join our team.


  • Contact/prospect for Agents/Agencies with valuable information;
  • Ask for business regularly and follow up with key accounts;
  • Manage contact management system;
  • Maintain synergy with sales team;
  • Make thank you calls for business on behalf of RSMs;
  • Work with RSMs to support territory growth;
  • Performs other duties as required;
  • Timely screen and process new agent contracts;
  • Build relationships with RSMs and key accounts;
  • Making welcome calls to new customers;
  • Following-up with customers to learn about their experience with our company and testimonials;
  • Retaining existing customers;
  • Do online research on charities where we can donate our returned products;
  • Ensure leads are qualified to result in a successful in-home demonstration by our Field Sales Representatives;
  • Attend ongoing training sessions to stay up-to-date on product knowledge.


  • Fast learner, ability to multi-task in a fast-paced environment;
  • Experience with CRM, sales quoting tools, and basic computer skills preferred;
  • Prior customer service experience required;
  • Experience in Microsoft Office products required, including Excel, Word and Outlook;
  • Demonstrated communication skills, a positive attitude, a team player, and the ability to achieve set targets;
  • Strong time management skills, highly organized and efficient;
  • Prior insurance experience preferred;
  • Excellent writing and communication skills with strict attention to detail;
  • Proactively seek opportunities to learn and improve existing processes;
  • Develop and maintain a strong, professional relationships with the Sales and Customer Service team;
  • Help coach customers on the benefits of using and answer any questions on how to use the site;
  • Work with customers and the Credit team to ensure all tax documentation is current and updated in the system;
  • Research product information and develop working knowledge of product offerings;
  • Ensure all customer telephone, email and web-based contacts are handled timely, professionally and ultimately that customer needs are met;
  • Partner with the Sales and Customer Service teams’ to help improve the territory NPS score and create loyal satisfied customers.