Contribute to impactful sales initiatives in a hybrid work environment. Engage with clients using innovative CRM tools and proprietary technology. Represent a mission-driven organization at conferences and networking events.
Sales Associate
in Professional Services PermanentJob Detail
Job Description
Overview
- The Sales Associate role offers an exciting opportunity to engage with clients and prospects, providing tailored insurance solutions to meet their needs.
- Collaborate within a dynamic team environment to support outreach initiatives and enhance client relationships.
- Utilize CRM systems and proprietary technology to manage sales pipelines and track opportunities effectively.
- Participate in conferences and networking events to represent the organization and generate leads.
- Contribute to sales reporting and metrics tracking to identify growth opportunities and improve strategies.
- Work in a hybrid environment with a flexible schedule, combining in-office and remote workdays.
- Engage in a mission-driven culture that values collaboration and professional development.
Key Responsibilities & Duties
- Conduct outreach via phone and email to engage prospects and understand their insurance needs.
- Manage client relationships and sales opportunities using CRM software and proprietary platforms.
- Represent the organization at conferences and industry events to drive sales and networking.
- Collaborate with marketing and operations teams to support campaigns and outreach initiatives.
- Prepare sales reports and track metrics to inform marketing and product strategies.
- Ensure compliance with industry regulations and internal policies while maintaining high professional standards.
- Provide feedback on sales activities and events to improve future strategies.
Job Requirements
- Active Maryland Property and Casualty License, maintained in good standing.
- Bachelor’s degree in Business, Marketing, Finance, Communications, or related field preferred.
- 1–3 years of experience in sales, customer service, or related roles; internships acceptable.
- Proficiency with CRM software and sales technology platforms; strong data entry skills.
- Excellent verbal and written communication skills; comfortable with outbound calls and emails.
- Motivated self-starter with the ability to learn quickly and adapt in a fast-paced environment.
- Ability to travel regularly and perform repetitive keyboarding tasks consistently.
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