Inside Sales Agent

at  Integrity Marketing Group

ABOUT SENIOR PLANNING CENTER

Senior Planning Center is Maine’s leading resource providing Medicare Advantage, Medicare supplements and other related insurance products and services designed to help seniors, specifically those transitioning into retirement. Senior Planning Center represents all the major Medicare health plans. Even though they have agent partners across Maine, its walk-in service locations continue to lead in the growth of new plans and high retention rates. They strive to secure an ongoing and holistic relationship with each of its clients. The help seniors receive at Senior Planning Center is not limited to related insurance services — they also provide referral information about a wide range of resources for seniors from heating assistance to help with elder care. Senior Planning Center is headquartered in Farmington, Maine.

JOB SUMMARY

As a sales agent, you are the front line in customer service. You are the person that clients depend on to fulfill requests and provide services that best meet their needs. To do this, you will offer services and provide support in person and via telephone or internet. You will also be responsible for maintaining client files, ensuring that returning clients are served to the best level possible.

Primary Responsibilities:

• Deliver top quality service
• Identify client needs and recommend products or solutions that best fulfill those needs.
• Promptly follow up with prospects to ensure all questions are answered
• Effectively communicate with clients and prospects
• Ensure applicable licenses and credentials are current
• Develop meaningful relationships with clients to encourage trust and build brand loyalty
• Meet sales goals and objectives set by leadership
• Improve sales skills and knowledge to increase sales success rates
• Become a subject matter expert in the insurance industry
• Accurately document and maintain client and prospect interactions in the approved CRM system.
• Other duties as assigned

Primary Skills & Requirements:

• Deliver top quality service
• Identify client needs and recommend products or solutions that best fulfill those needs.
• Promptly follow up with prospects to ensure all questions are answered
• Effectively communicate with clients and prospects
• Ensure applicable licenses and credentials are current
• Develop meaningful relationships with clients to encourage trust and build brand loyalty
• Meet sales goals and objectives set by leadership
• Improve sales skills and knowledge to increase sales success rates
• Become a subject matter expert in the insurance industry
• Accurately document and maintain client and prospect interactions in the approved CRM system.
• Other duties as assigne