Direct Insurance Sales Agent
Responsibilities:
• Respond to primarily inbound sales inquiries generated through marketing campaigns and partner channels, helping prospective customers explore available coverage options.
• Conduct thoughtful needs assessments by asking targeted questions, identifying protection gaps, and aligning customers with suitable health and supplemental insurance products.
• Review existing policies when appropriate and suggest adjustments or additional coverage that better supports each customer’s current situation.
• Achieve established sales objectives by maintaining strong conversion performance and increasing adoption of complementary insurance offerings.
• Foster lasting customer trust through clear, effective communication and a consultative approach during every interaction.
• Provide basic policy support and account-related assistance to ensure a smooth and positive customer experience from initial contact through follow-up.
• Stay dependable and prepared during scheduled shifts while maintaining strong attendance and punctuality standards.
• Balance call volume, follow-up tasks, and deadlines effectively in a high-energy sales setting.
• Complete additional assignments and support special projects as business needs evolve.
Qualifications:
• 1 to 3 years of experience in a call center, sales, or inside sales environment.
• Must have Active Life and Health Insurance license
• Background in selling health, dental, vision, or other ancillary insurance products is preferred.
• Ability to secure agency appointment requirements, including obtaining any necessary release from a prior upline before training if applicable.
• Demonstrated drive to achieve sales goals and perform in a metrics-based environment.
• Strong communication, interpersonal, and time management skills with the ability to represent the organization professionally.
• Ability to follow call guidance, present required disclosures accurately, and meet compliance and quota expectations.
• Proficiency with PCs and the ability to navigate telephony, quoting, enrollment, and related software systems efficiently.
• Coachable mindset with the ability to work independently, follow established procedures, and adapt to flexible scheduling during peak enrollment periods.
Compensation
$40,000.00-$42,000.00 YearlyAbout Us
Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
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