The Forehand Agency · 4 months ago
Inside Sales Associate — Flexible Scheduling
United States
Full-time
Remote
New Grad, Entry Level
$70K/yr - $90K/yrThe Forehand Agency seeks an Inside Sales Associate to support account growth by assessing customer needs and delivering high-quality service through inbound and outbound contact. This role involves diagnosing customer needs, managing accounts, and identifying sales opportunities while maintaining ongoing client relationships.
Financial Services
Responsibilities
Listen to customers, diagnose needs, and resolve issues to achieve first-contact resolution when possible
Manage assigned accounts through inbound inquiries and proactive outbound outreach
Use contact center systems and CRM tools to document interactions, update account records, and maintain accurate workflows
Identify sales opportunities, apply consultative sales techniques, and present product options to upgrade or expand accounts
Conduct needs assessments and recommend tailored solutions that align with customer objectives
Maintain ongoing client relationships through timely follow-up, service activities, and periodic account reviews
Meet performance targets for customer satisfaction, sales, and productivity as defined by the agency
Qualification
Required
Possession of a current state life and health insurance license, or willingness and ability to obtain and maintain required licensure
Reliable, coachable, and committed to continuous improvement and skill development
Strong verbal and written communication skills and a professional customer-service approach
Proficiency with basic PC functions and comfort learning contact center and CRM software quickly
Ability to multitask and maintain productivity in a fast-paced environment while managing a high volume of interactions
High school diploma or equivalent; college students, interns, and recent graduates are encouraged to apply
Minimum age of 18
Benefits
Flexible scheduling to support work-life balance and accommodate varied availability.
Performance-based commission and incentive opportunities tied to sales and service outcomes.
Remote work environment with access to training, coaching, and professional development.
Collaborative, supportive team culture that emphasizes clear expectations and ongoing feedback.
Company
The Forehand Agency
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase