Insurance Sales Representative

🕒 May 27

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Logo of Western & Southern Financial Group

Western & Southern Financial Group

1001 - 5000 employees

Founded 1888

💸 Finance

👥 B2C

Finance • B2C

Western & Southern Financial Group is a diversified financial services company founded in 1888 and headquartered in Cincinnati, Ohio, that provides life insurance, annuities, retirement plans, mutual funds and other investment and college‑savings solutions for individuals, families and small businesses. The firm offers whole, term and universal life policies, retirement products (IRAs, 401(k) solutions, annuities), investment advisory services and financial planning resources, and markets products through multiple affiliate insurance companies with strong financial ratings. Western & Southern emphasizes long‑term financial strength, consumer education and serving both individual (B2C) clients and institutional/financial professionals.

📋 Description

• The licensed sales representative will sell Gerber Life products directly to consumers from various lead sources, including direct response television ads (DRTV), direct mail, internet, partnership marketing and existing Gerber Life customers. • The sales representative is responsible for serving our customers at the highest level, based on the needs of the customer, which may include various types of sales and service functions, since a portion of our marketing efforts drive service calls into the Contact Center. • This position is fast-paced and demands sharp sales skills and product knowledge in order to identify and sell to address the needs of our customers and to provide excellent customer service. • Sales representatives will identify customer needs and the value of our products through great conversations. • Sales representatives are expected to make recommendations that address the customer’s needs, while also promoting business growth and goal achievement. • The job responsibilities include: inbound and outbound sales and service call processing, completing new insurance applications by keying information into our electronic database, and selling policies to new prospects and existing customers by using a proven consultative sales approach. • Sales representatives will be responsible for handling calls within the regulatory and compliance guidelines to ensure accuracy. • Performs other duties as assigned. Complies with all policies and standards.

🎯 Requirements

• 3-plus years' sales experience. • Insurance industry experience and knowledge. • Must be able to work a variable schedule including evenings and some Company Holidays. • Willing and able to adhere to procedures, rules of conduct in a fast-paced inside sales environment. • Proven experience in an environment of self-discipline and self-reliance to work without direct supervision. • Experienced in the use of successful sales techniques. • Contact center experience and knowledge preferred. • Proven ability to follow a customized sales process. • Demonstrated bilingual competency considered a plus (English and Spanish). • Proven ability to learn and retain new information quickly and independently. • Proven to be highly effective and efficient with respect to behaviors that drive results on a consistent basis. • Demonstrated strong desire to succeed with a track record of over-achieving sales targets. • Motivated by the ability to earn money. • Demonstrated strong and accurate business English, verbal and written communication skills (grammar and spelling). • Demonstrated excellent listening skills. • Demonstrated strong sales acumen with the ability to analyze and make decisions. • Demonstrated ability to multitask efficiently.

🏖️ Benefits

• None specified

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