Client Sales Associate (Insurance Sales)

Personnel Source is seeking  a Client Sales Associate to join our Eugene client's insurance team as s a Health & Life Insurance Salesperson!

This position offers an initial base salary of $45,000 to $60,000, which varies based on your sales experience and insurance license status. This base salary acts as a safety net ensuring the salesperson has a consistent income during the first 6-month training and Onboarding period. The base salary will be reduced by one-third every 12 months, for 3 years, as you build your sales book and earn commissions. 

Eligible employees enjoy a generous benefits package of annual paid time off, 10 paid volunteer hours, 14 paid company holidays, over $6,000 toward health benefits as well as fully funded employee dental insurance, disability, and life insurance on the first of the month following successful completion of their sixty-day probationary period. 

In addition, the option to participate in a company-matching Simple IRA Plan is available following two years of employment. An Annual Incentive Bonus is rewarded upon revenue goals being met; eligibility requirements apply.

Duties/Responsibilities

• Achieve sales targets and contribute to overall company growth
• Identify and pursue new business opportunities
• Contact prospective and current clients about insurance products and policies
• Explain insurance policies and products to prospective and current clients; guide clients in selecting coverage to best meet their needs
• Suggest modifications and updates to clients’ insurance policies
• Build custom insurance policies and packages to meet clients’ needs
• Process insurance policy enrollments and renewals
• Effectively follow established processes
• Maintain print and electronic records as required following CMS and HIPAA requirements
• Build relationships with insurance carriers and local business partners
• Attend trainings as assigned by Sales Team Lead
• Extensive knowledge of various insurance products and policies
• Maintain timely and accurate notes and records for all client and prospect transactions in BIA CRM
• Perform other related duties as assigned

Required Skills/Abilities

• Proven track record in sales or a strong desire to learn and excel in a sales role
• Active insurance license (preferred but not required); ability to obtain Health & Life Insurance license within 2 months required
• Ability to determine the best insurance policy for individual clients
• Comfortable processing paperwork ensuring data is accurate and HIPAA guidelines are always followed
• Advanced computer skills, including MS Teams, Excel, Word, Adobe, Outlook, and CRM
• Comfortable learning new computer technology
• Excellent ability to read and comprehend written and spoken English
• Ability to clearly explain the details and implications of coverages to clients
• Excellent communication and negotiation skills
• Ability to thrive in a dynamic and competitive environment
• Basic math skills required
• High school diploma or equivalent degree required; college coursework preferred
• Must pass drug screen and background check. 

Compensation

$45,000 - $60,000 / yr. dependent on experience

Schedule

Monday - Friday