Enterprise Sales Agent – Insurance

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🕒 July 30

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Planet Home Lending, LLC

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2007

💸 Finance

🏦 Banking

👥 B2C

💰 $475M Debt financing on 2025-01

Finance • Banking • B2C

Planet Home Lending, LLC is a consumer-focused mortgage lender that provides home-purchase and refinance loans, cash-out and renovation financing, VA, FHA, USDA, jumbo, construction, manufactured housing, and home equity products. The company emphasizes online account access and customer service, serving approximately 500,000 customers, and markets itself as an equal housing lender headquartered in Meriden, CT (NMLS ID#17022). Planet also engages in community and environmental initiatives and offers career opportunities for mortgage professionals.

📋 Description

• Gives quotes and closes leads. • Retains relationships and advises clients on various policy benefits. • Tailors insurance packages to meet specific needs. • Works with inbound and outbound sales calls. • Tracks client data through Salesforce CRM system. • Engages with pre-qualified prospects. • Develops and maintains a pipeline of prospective clients through networking, referrals, cold calling, and lead generation activities. • Assesses client needs and recommends suitable insurance products and coverage options. • Explains policy features, benefits, and terms clearly to clients. • Processes applications, renewals, and policy changes accurately and timely. • Maintains accurate client records and tracks interactions using CRM or agency management systems. • Meets or exceeds monthly and annual sales targets.

🎯 Requirements

• High school diploma or equivalent required; bachelor’s degree in business, finance, or related field preferred. • Property & Casualty Insurance License (Preferred) or passing the state licensing exam, once hired. • Proven experience in inside sales or the insurance industry, with expertise in the sales process and client management required. • Experience with managing customer relationships. • Strong communication, negotiation, and interpersonal skills. • Proficient with CRM software and Microsoft Office Suite. • Goal-oriented, self-motivated, and able to work independently or as part of a team. • Entrepreneurial spirit. • Problem-solving mentality.