About This Career Path
Sell life, property, casualty, health, automotive, or other types of insurance. May refer clients to independent brokers, work as an independent broker, or be employed by an insurance company.
Financial Services
Sell life, property, casualty, health, automotive, or other types of insurance.
Financial Services Industry
Insurance Sales Agents
Average
$61,600
ANNUAL
$29.62
HOURLY
Entry Level
$30,070
ANNUAL
$14.46
HOURLY
Mid Level
$48,460
ANNUAL
$23.30
HOURLY
Expert Level
$99,990
ANNUAL
$48.07
HOURLY
Insurance Sales Agents
Insurance Sales Agents
Job Titles
Entry Level
JOB TITLE
Agent
Mid Level
JOB TITLE
Advisor
Expert Level
JOB TITLE
Director
Supporting Programs
Insurance Sales Agents
Insurance Sales Agents
01
Customize insurance programs to suit individual customers, often covering a variety of risks.
02
Sell various types of insurance policies to businesses and individuals on behalf of insurance companies, including automobile, fire, life, property, medical and dental insurance, or specialized policies, such as marine, farm/crop, and medical malpractice.
03
Explain features, advantages, and disadvantages of various policies to promote sale of insurance plans.
04
Perform administrative tasks, such as maintaining records and handling policy renewals.
05
Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
06
Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.
07
Confer with clients to obtain and provide information when claims are made on a policy.
08
Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage.
09
Contact underwriter and submit forms to obtain binder coverage.
10
Select company that offers type of coverage requested by client to underwrite policy.
Insurance Sales Agents
Common knowledge, skills & abilities needed to get a foot in the door.
KNOWLEDGE
Customer and Personal Service
KNOWLEDGE
Sales and Marketing
KNOWLEDGE
English Language
KNOWLEDGE
Mathematics
KNOWLEDGE
Law and Government
SKILL
Reading Comprehension
SKILL
Active Listening
SKILL
Speaking
SKILL
Critical Thinking
SKILL
Persuasion
ABILITY
Oral Comprehension
ABILITY
Oral Expression
ABILITY
Written Comprehension
ABILITY
Speech Clarity
ABILITY
Speech Recognition
Insurance Sales Agents
**Why USAA?**
Let’s do something that really matters.
We have an important mission: serving the members of the military community and their families. It’s both a chance to say thank you and the opportunity to put your talents to work in a meaningful way. To do it right, we need the right people. We’re looking for those who share our values of honesty, integrity, loyalty and service. Because what we do is just as important as how we do it. Come be a part of what makes us so special!
**The Opportunity**
We are currently seeking dedicated experienced and licensed auto & property insurance professionals to support our call center. As an Insurance Sales & Service Representative Intermediate, you'll work within defined guidelines, to provide customer service, sales, and retention activities for multiple USAA Property & Casualty personal line products. You will interact with our members across multiple contact channels (i.e. inbound and outbound phone calls, email, chat, and social media) to provide adequate coverage and advice to help ensure our members financial security.
This position can work from home in the continental U.S. with occasional business travel.
**What you'll do:**
+ Facilitate the Property & Casualty member experience by answering inbound and outbound phone calls, emails, and other contacts from members.
+ Apply proficient knowledge of personal lines insurance to assist members with moderately complex quotes, binding new business, rating, policy, billing, payment, underwriting, contract and coverage provisions, and premium changes for insurance products and services. Prepare the respective trailing documents for all states and/or international requirements and offerings.
+ Identify, assess and understand member needs while consistently providing complete and accurate advice and solutions for insurance products and services. Provide detailed issue diagnosis while minimizing transfers, escalations and call backs.
+ Use the tools and resources available to support members with some assistance.
+ Effectively operate in a contact center environment and navigate multiple systems/programs while maintaining an engaging member interaction that may occur across multiple channels.
+ Maintain required Property & Casualty license and state registrations.
+ Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
**What you have:**
+ High School Diploma or GED equivalent
+ 1 year of customer service experience supporting auto and property insurance
+ Strong interpersonal and communication skills to build rapport with prospective and existing members
+ Ability to prioritize and multi-task, including navigating through multiple business applications
+ Ability to apply knowledge and understanding of insurance regulatory and compliance requirements
**What sets you apart:**
+ **Current third-party call center employee supporting USAA's Insurance Sales & Service contact center for the last 12 months**
+ Currently hold state licenses in all states (except Massachusetts)
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
**What we offer:**
**Compensation:** USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. The salary range for this position is: $44,930 - $49,230 **.**
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
**Benefits:** At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, please visit our benefits page on USAAjobs.com.
\#DNP
_Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting._
_USAA is an equal opportunity and affirmative action employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, national origin, age, disability, genetic information, protected veteran status, or any other legally protected characteristic._
**If you are an existing USAA employee, please use the internal career site in OneSource to apply.**
**Please do not type your first and last name in all caps.**
**_Find your purpose. Join our mission._**
USAA is unlike any other financial services organization. The mission of the association is to facilitate the financial security of its members, associates and their families through provision of a full range of highly competitive financial products and services; in so doing, USAA seeks to be the provider of choice for the military community. We do this by upholding the highest standards and ensuring that our corporate business activities and individual employee conduct reflect good judgment and common sense, and are consistent with our core values of service, loyalty, honesty and integrity.
USAA attributes its long-standing success to its most valuable resource: our 35,000 employees. They are the heart and soul of our member-service culture. When you join us, you'll become part of a thriving community committed to going above for those who have gone beyond: the men and women of the U.S. military, their associates and their families. In order to play a role on our team, you don't have to be connected to the military yourself – you just need to share our passion for serving our more than 13 million members.
USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.
California applicants, please review our HR CCPA - Notice at Collection (https://statmcstg.usaa.com/mcontent/static\_assets/Media/enterprise\_hr\_cpra\_notice\_at\_collection.pdf) here.
USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.
Full Time
NA Enterprise Account Executive, New Jersey
Remote, US
Lucid Softwareis a leader in visual collaboration, helpingteams see and build the future from idea to reality. With our products—Lucidchart, Lucidspark and Lucidscale—teams can align around a shared vision, clarify complexity, and collaborate visually, no matter where they're located. Our products, business and workplace culture have received numerous global and regional recognitions, such as being included on the Forbes Cloud 100 and being named a Fortune Best Workplace in Technology. Lucid is a hybrid, remote-friendly workplace, providing employees the flexibility to work where they are most productive. Our employees embody our four core values of teamwork over ego, innovation in everything we do, individual empowerment, initiative, and ownership, and passion and excellence in every area.
Since the company’s founding, Lucid has received numerous global and regional recognitions for its products, business, and workplace culture. These include being named a Fortune Best Workplace in Technology and a 2022 Glassdoor Best Place to Work, inclusion on the Forbes Cloud 100, and placing #19 on G2’s Best Software Products for 2022 list. Top businesses use our products all around the world, including customers such as Google, GE, and NBC Universal. Our partners include industry leaders such as Google, Atlassian, and Microsoft.
Enterprise Account Executives (EAEs), lead the strategic business growth for existing Lucid customers across their assigned territories. In this role, EAEs will interface with Business Development Representatives (BDRs) to identify target markets and verticals while directing and participating in outbound prospecting efforts. Post prospect qualification, AEs will work directly with potential and existing customers to create business value across multiple personas, continually working to close sales opportunities. EAEs will also work hand-in-hand with Customer Success Managers (CSMs), to ensure renewals, drive expansion, and continual customer engagement.
**Responsibilities:**
+ Identify and close business in your assigned territory
+ Build a territory plan with equal focus on expansion, growth, and net new opportunities
+ Foster strong relationships across all target accounts and build new champions through strategic prospecting efforts
+ Handle complex negotiations that are mutually beneficial and strengthen customer relationships
+ Consult and advise large, strategic customers resulting in increased adoption, success, and enterprise-wide deployments
+ Work closely with and provide mentorship to your assigned development rep
+ Travel when needed (1-3 weeks a quarter recommended)
+ Other duties as assigned
**Requirements:**
+ 5+ years of sales experience in tech/SaaS (as an Account Executive, Account Manager, or similar role)
+ Proven track record of success (meeting/exceeding quotas)
+ Sales experience in enterprise software
+ Ability to project manage complex sales cycles with internal stakeholders (business development, CSM, solution engineers)
+ Knowledge of cloud applications and complex SaaS solutions
+ Strong interpersonal and presentation skills
+ Skilled in prospecting, territory planning, and team-selling
+ Exceptional verbal and written communication skills
+ Based in the Northeast US (New Jersey preferred)
**Preferred Qualifications:**
+ Expert user of sales enablement solutions (Salesforce, Outreach, etc.)
+ Detailed knowledge of and passion for SaaS applications
+ Strong technical background
+ Formal sales training
\#LI-Remote
We welcome diversity at Lucid and are dedicated to creating an environment and culture that is respectful and inclusive for everyone. We honor and support varying backgrounds, beliefs, and perspectives for the benefit of our business, our employees and our products. Lucid is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability. If you have a disability and you believe you need a reasonable accommodation in order to search for a job opening or to submit an online application, please email: [email protected].
Full Time
Join Altitude, where collaboration meets competition. At Altitude, we understand that the best results often come from a mix of teamwork and individual effort. We're looking for enthusiastic, motivated individuals who thrive in environments where collaboration is key but personal achievement is equally celebrated. If you're the type of person who excels in a team, yet relishes the satisfaction of crossing the finish line on your own terms, then our Entry Level Territory Sales Associate role might be just what you're looking for. As a part of our close-knit team, you'll play a critical role in driving our collective success while enjoying the flexibility to set your own pace. You'll have the opportunity to work alongside like-minded colleagues who support each other, share strategies, and celebrate each victory as a team. But it's not just about working togetherit's about growing together. At Altitude, we believe that the success of one is the success of all, and we're committed to providing you with the tools, training, and encouragement you need to shine both as a teammate and as an individual. Position Overview: As an Entry Level Territory Sales Associate at Altitude, you'll be at the forefront of our outreach efforts, engaging directly with small to medium-sized business owners and decision-makers in your assigned territory. Your role will involve cold calling, setting up face-to-face meetings, and presenting Altitude's Insurance solutions in a way that resonates with each client's unique needs. You'll find that your ability to connect with otherswhether it's a fellow team member or a prospective clientwill be your greatest asset. Success in this role isn't just about hitting targets; it's about building relationships, fostering trust, and creating a positive impact both within your team and with the clients you serve. If you're passionate about working in a supportive environment, where your success is shared, then Altitude is the place where you can truly thrive. Who Thrives Here: Candidates who are natural communicators, able to build rapport with clients and colleagues alike. People who are looking for a career where they can grow both personally and professionally, with the support of a team that's committed to collective success. Overview of Duties and Responsibilities: This is an outside sales position working in your own assigned sales territory. We will train you to call on small and medium-sized businesses that operate in a variety of industries, meeting face-to-face with business owners and decision-makers to offer some of the industry's best supplemental insurance products and services to them and their employees. You will work with business owners, benefits managers, and their employees individually at times; other times, you will give product presentations with employee groups as large as 50-100+ people. You will be expected to: Respond to general emails and phone calls from clients Set follow-up appointments with prospective and current clients to review their needs Be present on scheduled calls or meetings with your sales team or manager Call on new businesses, referrals, and existing clients who need to be reserviced Build and maintain your own book of business Meet with sales team manager as needed to discuss and set your upcoming monthly and quarterly target sales goals and quotas Develop relationships with local business owners in your territory Set your own scheduled working hours and submit them to your sales manager each week Follow up on provided sales leads and cold-call on businesses in person, balancing "cold" lead generation and sales with your warm leads and appointments with existing clients Submit your sales metrics and activity daily We Offer: Virtual classroom training as well as hands-on sales training in your own territory Weekly draw pay with bonuses and commission eligibility upon start Quarterly and annual incentive trips, cash bonuses, and stock share bonuses Advancement and promotions based on personal performance Excellent ongoing professional development, advanced sales training, and leadership training Increased schedule flexibility once you have an established book of business Work around other like-minded, driven, caring people in a culture that feels like a family Additional Position Qualifications: Already licensed in Health & Life general lines (or willing and able to obtain Health & Life producer license - licensing reimbursement offered) Bachelor's degree or a minimum of 4 years of professional (post-high school) work experience. Candidates within 6 months or less of degree completion will be considered, as will candidates with less than 4 years of professional work experience with relevant or specialized outside sales experience. Find out more about a career with us by visiting our website at www.altitudecrew.com. We look forward to speaking with you soon!
Full Time
Summit is on the lookout for an individual to join our team in an Entry Level Direct Sales position. This role is tailored for someone who has at least 5 years of previous full-time work experience in any profession. At Summit, we value a proactive approach, where initiative and ambition are met with endless opportunities for growth and recognition. Position Overview: As an Entry Level Direct Sales Associate at Summit, you'll be the driving force in forging new relationships with business owners and key decision-makers across small to medium-sized businesses. Once fully trained, your day will largely be spent on the move, independently navigating your sales territory, engaging directly with clients, and demonstrating why Summit's insurance solutions are ahead of the curve. Your ability to connect, understand client needs, and deliver solutions will be crucial. You will not only initiate and close sales on the spot, but also expertly schedule follow-ups to ensure client commitment and satisfaction. Who Thrives Here: Individuals who are self-starters, thriving under autonomy and eager to drive their own success. Those accustomed to a high level of responsibility, demonstrating a track record of professional excellence and reliability. Athletes or people who are naturally competitive, understand the value of teamwork, and are motivated by setting and surpassing benchmarks. Candidates who are resilient, not deterred by challenges, and capable of turning every obstacle into a stepping-stone towards success. DUTIES & RESPONSIBILITIES: Make daily in-person sales calls to small and medium-sized businesses in your territory: Selling Business to business. Build strong professional relationships and establish trust and rapport with customers. Connect with key decision makers at these businesses and schedule appointments to present our supplemental benefits programs to their employees in a group presentation or enrollment-style setting. Report daily sales stats at the end of each day Submit your work schedule and goals to team leader at the beginning of each week Attend business networking events in your territory to accumulate new leads and referrals Re-service your existing client accounts periodically and systematically Enter business client information weekly into CRM Compensation and Benefits: A competitive weekly draw pay with commission and bonuses from the start. Access to quarterly and annual incentives such as trips, cash bonuses, and stock options. Short sales cycle, typically less than 3 business days. CRM and classroom and field training. Licensing reimbursement (of state fees) If you're ready to step into a role where your ambition and drive are matched by the potential for professional growth and achievement, Summit is ready to welcome you. Together, we'll strive to reach new heights, ensuring that our collective efforts translate into personal and professional successes. Join us at Summit, where your career journey ascends. Visit us at:https://www.yoursummitinsurance.com/ Find out more about a career with us by visiting our website at www.altitudecrew.com. We look forward to speaking with you soon!
Full Time
Senior Sales Representative Training Mentor at Alleviation Lead, Inspire, Educate, and Succeed Alleviation: Cultivating Leadership and Expertise At Alleviation, we distinguish ourselves in the insurance industry by fostering leadership and innovation. Were looking for a seasoned professional who embodies our mission of leading by example. If you have a rich background in sales, customer service, or in roles requiring dynamic interaction like the military, sports, healthcare, teaching, or first responders, and possess experience in leadership, management, training, or teaching with a profound commitment for mentoring, you are the ideal candidate for this impactful role. The Role: Blending Sales Mastery with Mentorship As a Senior Sales Representative at Alleviation, your role transcends typical sales objectives. Youll not only aim for sales excellence but also play a crucial role in guiding and educating our team. Initially focusing on establishing your sales record, youll soon transition into a mentorship position, continuously maintaining your sales achievements to uphold our principle of leadership by example. Your Journey with Us: Demonstrate Sales Leadership: Set a high benchmark in sales, inspiring your team with your results. Focus on Mentorship: Utilize your leadership and training background to nurture new talent, sharing your knowledge and passion in the field. Sustain Sales Engagement: Balance your mentorship role with ongoing personal sales, demonstrating effective leadership through active participation. Why Alleviation? Direct Path to Mentorship: We offer a clear and rewarding journey from top sales performer to a key mentor and leader with transparent benchmarks in place for career progression. Career Growth Through Merit: Your leadership skills and sales achievements drive your career progression. License Training and State Fee Reimbursement: We fully support your professional development by covering the costs of your insurance licensing training course and offering a reimbursement program for state licensing fees. The Ideal Candidate: Minimum 3 years of full-time experience in sales, customer service, or in interactive roles. Demonstrated experience and passion for leadership, management, training, or teaching. Exceptional ability to communicate, connect, and inspire a diverse team. Consistent record of surpassing goals and targets. Efficient in managing dual roles in sales and mentorship. Able to pass a high-level pre-employment background check Has Active Drivers License and reliable transportation Compensation Benefits: Comprehensive classroom and field training program Weekly draw pay option plus commissions (no caps and short sales cycle-3 business days) as well as monthly cash sales bonuses, quarterly stock share bonuses, incentive trips, and vested renewal commissions Health, dental and vision benefits offered after 60-days of employment Performance-based promotions Control of your schedule based on results achieved rather than time worked Continuing professional development classes, advanced sales trainings, and leadership development classes Culture of camaraderie, friendly competition, and success mindset Step into a Role That Matters: Ready to lead, mentor, and drive success in a dynamic sales environment while achieving your own sales goals? We invite you to apply to Alleviation and be a pivotal part of our journey in reshaping insurance sales. Please take a moment to check out our website at: https://www.alvtn.com/
Full Time
Alleviation is expanding our sales team tailored for individuals who crave autonomy, value work/life balance, and seek continuous growth opportunities. We hold firm to the belief that our culture of Ownership, Growth, and Service stands as the foundation of our success. By attracting individuals with a relentless drive for personal achievement and collective success, we can overcome any challenge as a team. As a new sales professional, youll dive into our immersive sales training, blending online learning with hands-on mentorship in your designated territory. No prior sales experience is necessary; well always mold the right candidate. You will take charge of your local domain, engaging with business owners and employees to introduce high quality supplemental insurance solutions tailored to fit their needs. From one-on-one consultations to group presentations, your role will shape the landscape of your territory. Core Responsibilities: Utilize our customized Salesforce CRM to curate leads and generate clients while expanding your professional network within your territory and neighboring communities Respond to client inquiries via phone, email, or text as needed Schedule meetings with potential and existing clients to understand their insurance needs Attend scheduled calls and meetings with your sales manager and team Personally visit new businesses, develop relationships with local business owners, follow up on referral leads, and reservice existing clients Build and nurture your own client portfolio Collaborate with your sales team manager to set monthly and quarterly sales targets for yourself Plan and adhere to your weekly schedule and working hours; submit your schedule to your sales team manager each week Record daily work stats and sales activity updates at the end of each work day QUALIFICATIONS DESIRED SOFT SKILLS: Strong interpersonal skills with the ability to build genuine connections quickly. A strong passion for assisting others, resilience in challenging situations, and a track record of exceeding expectations in sales, athletics, or leadership roles. Clearly-defined personal goals, a positive attitude, and optimistic outlook. Quick-thinking with exceptional situational awareness and critical thinking skills. Hunger for learning and growth, strong time management abilities, and the capability to work independently. Individuals with a background in competitive sports, coaching, athletics, or competitive leagues are among our top performers ADDITIONAL QUALIFICATIONS: Pass a high-level pre-employment background check Active Drivers License and reliable transportation Active Health Life Insurance Producer license in your resident state (or willing to obtain - study course provided and state licensing fees reimbursement available) Bachelors degree or minimum of 4 years post-high school work experience (candidates within 6 months of degree completion or less than 4 years of professional work experience with relevant sales or athletic background will be considered) COMPENSATION BENEFITS: Comprehensive classroom and field training program Weekly draw pay option plus commissions (no caps and short sales cycle-3 business days) as well as monthly cash sales bonuses, quarterly stock share bonuses, incentive trips, and vested renewal commissions Health, dental and vision benefits offered after 60-days of employment Performance-based promotions Control of your schedule based on results achieved rather than time worked Continuing professional development classes, advanced sales trainings, and leadership development classes Culture of camaraderie, friendly competition, and success mindset Apply now to be part of a team that embraces challenges and rewards effort! www.alvtn.com
Full Time
Sales Representative & Trainer Position Overview: We are seeking a highly motivated and results-driven Sales Representative & Trainer to join our growing team. This unique role blends the responsibilities of a high-performing sales representative with the opportunity to lead and mentor others within the sales team. You will be integral in driving revenue growth while also contributing to the development of new talent, ensuring both personal and team success. If you are passionate about sales, possess leadership qualities, and thrive in a fast-paced environment, this role offers unlimited earning potential and the opportunity for career advancement. About Us At RISE Financial, a leading supplemental insurance company, we are committed to driving success through innovation and collaboration. By leveraging cutting-edge technology, teamwork, and a culture of excellence, we consistently strive to exceed client expectations. Our mission includes delivering top-tier supplemental benefits plans to small and medium-sized businesses and their employees, ensuring they have the coverage they need to thrive. We invest in our people by providing the tools, education, and support necessary for success. Join us and unlock your full potential while helping to build a successful businessone that makes a real impact on the lives of employees and organizations alike. Key Responsibilities Sales Representative Duties: Prospecting & Lead Generation: Proactively identify and engage new clients through cold calling, networking, and referrals. Client Relationship Management: Build and nurture long-term relationships with both new and existing clients, ensuring repeat business and high client retention. Product Presentations & Negotiations: Effectively present our products and services to clients, negotiate contracts, and close sales. Sales Target Achievement: Consistently meet and exceed individual sales targets and key performance indicators (KPIs). Trainer Duties: Master & Deliver Training Programs: Learn and deliver the current training processes, while actively contributing to the development and improvement of training materials and programs. Coaching & Mentorship: Provide one-on-one coaching to new hires and junior sales staff, helping them develop their skills and achieve success in sales. Training Effectiveness Monitoring: Track and evaluate training outcomes, adjusting programs to improve performance and overall results. Ongoing Development: Foster a culture of continuous learning and professional growth within the sales team, supporting both personal and team advancement. Qualifications Sales Experience: Minimum of 1+ years in B2B sales with a proven track record of meeting or exceeding sales targets. Proficient in assessing client needs and recommending tailored solutions. Training & Mentorship Experience (Preferred): Previous experience in a coaching, mentoring, or training role is preferred. However, the ability to be coachable and open to feedback is equally important, as ongoing learning is key to personal and team growth. Strong Communication Skills: Exceptional verbal and written communication skills to engage effectively with clients and colleagues. Leadership & Management: Demonstrated ability to lead, motivate, and coach a team, with a passion for helping others succeed. Organization & Proactivity: Strong organizational skills and the ability to manage multiple tasks and priorities efficiently. Relationship Building: Proven ability to build and maintain strong, lasting relationships with clients and team members. Positive Attitude & Resilience: A solution-oriented mindset with the ability to stay positive and motivated, even in challenging situations. Additional Requirements Valid Driver's License & Reliable Transportation: Required for travel within your designated sales area. Travel Flexibility: Willingness to travel within your assigned territory, including occasional overnight trips if necessary. Technology Requirements: Ability to access a working cell phone, iPad, and data plan for client communication and sales management. Health Insurance License: Must be willing to obtain a state health insurance license (this is required to join the team, but not necessary to apply). Why Join Us? Uncapped Earning Potential: Unlock unlimited earning opportunities with performance-driven bonuses and commissions. With a base draw for the first six weeks and a short sales cycle, you'll see commissions pay out typically within a week. Career Growth: We believe in investing in your future. Our leadership development programs and ongoing training provide clear paths for professional advancement. Mentorship: You'll have access to continuous support from experienced sales leaders who are dedicated to your success. With the right tools and resources at your fingertips, you'll always feel empowered to succeed. Training: We offer comprehensive in-classroom training to build a strong foundation, followed by ongoing field training to ensure you stay ahead in your role. Team Environment: Join a dynamic and motivated team where collaboration, drive, and success are at the core of our culture. Together, we achieve more. Benefits: A competitive weekly draw pay with commission and bonuses from the start. Access to quarterly and annual incentives such as trips, cash bonuses, and stock options. Short sales cycle, typically less than 3 business days. CRM and training. Licensing reimbursement (state fees) Job Type: Full-time Pay: $80,000.00 - $110,000.00 per year Schedule: Monday to Friday Weekends as needed Work Location: Business to business in person If you're driven by success, eager to make an impact, and excited to help others succeed, we encourage you to apply today and become a part of our thriving team! to find out more about us please check us out at https://rise-financial-group.com/homepage
Full Time
Wolters Kluwer is a global leader in professional information services that combines deep domain knowledge with specialized technology. Our portfolio offers software tools coupled with content and services that customers need to make decisions with confidence. Every day, our customers make critical decisions to help save lives, improve the way we do business, build better judicial and regulatory systems. We help them get it right.
**Who We Are:** **Wolters Kluwer: The world is a big place, find your place here.**
**What We Offer: **
The Senior Inside Sales Representative role offers growth potential opportunities, professional development, an engaging team environment, amazing benefits, and the ability to work remotely.
**What You'll be Doing:**
As the Inside Sales Representatives, you will perform duties over the phone and email. Responsibilities include renewing/growing existing customers accounts, driving new sales, as well as meeting and/or exceeding monthly sales targets. You will also be responsible for fulfilling and facilitating requests, troubleshooting problems, and managing customer accounts to solidify existing customer relationships and improve retention while enhancing customer satisfaction.
**Location:** Remote from East Coast or Central time zones preferred.
**Shift:** Will depend on your location. 9:00am ET to 5:30pm ET or 10:00am to 6:30pm ET is preferred.
**Key Tasks: **
+ Generate new and renewal sales through inbound and outbound
+ Use consultative sales techniques to determine customer requirements and expectations to be able to recommend specific products/solutions
+ Must proactively recommend available solutions to increase customer satisfaction.
+ The rep is expected to learn and maintain knowledge of our products as well as current promotions to be able to educate customers on features and benefits
+ Rep must be proficient on all company-operated systems including CRM, websites, mobile applications, and other user-oriented software
+ They will be responsible for accurately documenting and recording all interactions with customers into our CRM system including processing customer transactions
+ Core Values-Customer Focus, Accountability, Teamwork, Integrity and Innovation: ISR must believe in and exhibit these traits in their daily interactions with external and internal customers
+ Adherence to phone schedules
+ Collaboration with colleagues to exchange information such as selling strategies and marketing information
+ Perform other duties as requested by Supervisor
**You're a Great Fit if You Have/Can:**
+ Bachelor's degree from an accredited college/university or a minimum of 1-2 years of inside business-to-business sales or account management experience; preferably selling complex professional services, including Developing and qualifying prospect lists & working with prospective clients to explain the business’ products and services and their alignment with the client’s needs
+ Excellent relationship building skills and ability to engage clients in a consultative manner
+ Experience cold calling, prospecting, and closing deals
+ Must have excellent communication and interpersonal skills
+ Consistent achievement of sales quotas
+ Troubleshooting and solving technical issues (connectivity, hardware, and software)
+ Working knowledge of Microsoft suite including Outlook, Word and Excel
+ Previous experience with sales management software or CRM
+ Ability to work with little supervision
+ We will also consider candidates without sales experience with academic achievement or relevant prior work experiences
+ 2+ years of experiences working within a multi-division organization with various sales channels, selling to licensed and regulated healthcare professionals, working with various sales cycles (6-24 months), and consultative sales approach is preferred
**Additional Desired Skills and Abilities:**
+ Speaking — Talking to others to convey information effectively
+ Persuasion — Persuading others to change their minds or behavior
+ Active Listening — Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times
+ Time Management — Managing one's own time and the time of others
+ Negotiation – Bringing others together and trying to reconcile differences
+ Service Orientation — Actively looking for ways to help people
+ Social Perceptiveness — Being aware of others’ reactions and understanding why they react as they do
+ Reading Comprehension — Understanding written sentences and paragraphs in work related documents
+ Critical Thinking — Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems
+ Active Learning — Understanding the implications of new information for both current and future problem-solving and decision-making
**Work Styles:**
+ Initiative — Job requires a willingness to take on responsibilities and challenges
+ Independence — Job requires developing one's own ways of doing things, guiding oneself with little or no supervision, and depending on oneself to get things done
+ Achievement/Effort — Job requires establishing and maintaining personally challenging achievement goals and exerting effort toward mastering tasks
+ Persistence — Job requires persistence in the face of obstacles
+ Dependability — Job requires being reliable, responsible, and dependable, and fulfilling obligations
+ Attention to Detail — Job requires being careful about detail and thorough in completing work tasks
+ Adaptability/Flexibility — Job requires being open to change (positive or negative) and to considerable variety in the workplace
+ Integrity — Job requires being honest and ethical
+ Stress Tolerance — Job requires accepting criticism and dealing calmly and effectively with high stress situations
+ Self-Control — Job requires maintaining composure, keeping emotions in check, controlling anger, and avoiding aggressive behavior, even in very difficult situations
We are an incredibly supportive team that truly enjoys what we do and who we do it with. We play a key role within WK and assist in driving the daily success. If you have a passion for making a true difference within an organization, while working alongside a genuinely caring and supportive team, we highly encourage you to apply. #Bethedifference
**Additional Information:**
Wolters Kluwer offers great benefits and programs to help meet your needs and balance your work and personal life, including **Medical, Dental, & Vision Plans, 401(k), FSA/HSA, Commuter Benefits, Tuition Assistance Plan, Vacation and Sick Time, and Paid Parental Leave** . Full details of our benefits are available at https://www.mywolterskluwerbenefits.com/index.html
**Diversity Matters:** Wolters Kluwer strives for an inclusive company culture in which we attract, develop, and retain diverse talent to achieve our strategy. As a global company, having a diverse workforce is of the utmost importance. We've been recognized by employees as a European Diversity Leader in the Financial Times, as one of Forbes America’s Best Employers for Diversity in 2022, 2021 and 2020 and as one of Forbes America’s Best Employers for Women in 2021, 2020, 2019 and 2018. In 2020, we placed third in the Female Board Index, and were recognized by the European Women on Boards Gender Diversity Index. Wolters Kluwer and all of our subsidiaries, divisions and customer/departments is an Equal Opportunity / Affirmative Action employer.
For more information about our solutions and organization, visit **www.wolterskluwer.com** , follow us on Twitter (https://twitter.com/wolters\_kluwer) , Facebook (https://www.facebook.com/wolterskluwer) , and LinkedIn (https://www.linkedin.com/company/2483?trk=tyah&trkInfo=tarId%3A1415118411059%2Ctas%3Awolters%20kluwer%2Cidx%3A2-1-6)
**The above statements are intended to describe the general nature and level of work being performed by most people assigned to this job. They’re not intended to be an exhaustive list of all duties and responsibilities and requirements.**
**Compensation:**
Target salary range CA, CT, CO, HI, NY, WA: $51,550-$70,850
This role is eligible for Commission.
**Additional Information** :
Wolters Kluwer offers a wide variety of competitive benefits and programs to help meet your needs and balance your work and personal life, including but not limited to: Medical, Dental, & Vision Plans, 401(k), FSA/HSA, Commuter Benefits, Tuition Assistance Plan, Vacation and Sick Time, and Paid Parental Leave. Full details of our benefits are available upon request.
EQUAL EMPLOYMENT OPPORTUNITY Wolters Kluwer U. S. Corporation and all of its subsidiaries, divisions and customer/business units is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.
Full Time
At Verint, we believe customer engagement is the core of every global brand. Our mission is to help organizations elevate Customer Experience (CX) and increase workforce productivity by delivering CX Automation. We hire innovators with the passion, creativity, and drive to answer constantly shifting market challenges and deliver impactful results for our customers. Our commitment to attracting and retaining a talented, diverse, and engaged team creates a collaborative environment that openly celebrates all cultures and affords personal and professional growth opportunities. Learn more at www.verint.com .
**Overview of Job Function:**
The Account Executive is responsible for driving business in assigned accounts (new and installed as assigned) with a concentration on new add-on business and product expansion across the Northeast Territory. The AE is expected to identify, drive, and sell Verint solutions and maintain effective account relationships within their assigned territory. The AE is responsible for owning and setting the account strategy and vision and developing a plan to execute the tactics and strategies necessary to hit both quarterly and annual sales objectives. This role will also be responsible for establishing and maintaining effective cross-functional relationships and interactions with other internal departments such as Pre-Sales, Channels, Sales Operations, Product House, and Customer Support to name a few.
**Principal Duties and Essential Responsibilities:**
+ Execute the Company’s sales strategies and achieve established sales quota in the assigned territory by identifying business opportunities through territory management, target account prospecting, and profiling.
+ Responsible to lead all regularly scheduled calls and assign tasks with accountability to the virtual team members.
+ Owns the Executive relationships and is responsible for understanding the customers’ business needs and direction.
+ Be up to speed with all current events within the account, understand the political landscape, be able to manage relationships at all levels, and be able to map our solutions to help them meet their business objectives.
+ Develops and owns the overall sales pipeline and is responsible for both closing and prospecting into Verint’s top accounts.
+ Effectively conducts interaction with accounts at all levels; face-to-face calls, conference calls, WebEx, and email communications.
+ Thoroughly assess the customer’s needs and present the appropriate solution, utilizing the region’s Solutions Engineer(s) as needed.
+ Serves as a focal point for customer support issue escalation and maintains high levels of customer satisfaction and loyalty with customers.
+ Provide effective sales presentations and product demonstrations to assigned customers and prospects.
+ Maintain effective relationships with established customers and develop strategies to maximize revenue opportunities through increased portfolio usage.
+ Provide the sales management team with accurate and timely reporting of activities including weekly and monthly sales forecasts, the status of the sales pipeline, and results of prospecting activities.
+ Provide routine and accurate updates to the Company’s sales database with account activity and status.
+ Maintain a comprehensive and ongoing knowledge of Verint products and technology, as well as industry trends.
**Minimum Requirements:**
+ Bachelor's Degree or equivalent work experience
+ Five (5) years of sales experience and success in selling high-value, complex, and long sales cycle enterprise software and/or high-value services.
+ Proven and successful sales track record of quota attainment
+ Must be able to effectively prospect and identify business opportunities, conduct needs analysis, and present and close solutions sales to targeted accounts.
+ Effective and Professional presentation and communication skills, both written and verbal are required with the ability to penetrate and establish relationships with customer’s senior-level executives.
+ Must possess excellent negotiation and closing skills with the proven ability to qualify prospects from both an operational and financial standpoint
+ Travel approximately 50-75%.
+ Successful completion of a background screening process including, but not limited to, employment verifications, criminal search, OFAC, SS Verification, as well as credit and drug screening, where applicable and in accordance with federal and local regulations
+ The ability to obtain the necessary credit line required to travel
**Preferred Requirements:**
+ Working knowledge of value-added ROI business process sales engagements/tools
+ Knowledge of Workforce Management, and /or CRM/ERP software background desired
+ Bachelor’s Degree or equivalent sales experience
\#LI-BM1
MIN: $130k
MAX: $150k
Verint Systems Inc. is committed to maintaining a workplace free from discrimination, retaliation, and sexual and any other form of harassment. Verint has a zero-tolerance policy against any form of discrimination, retaliation, or harassment including sexual harassment or any other form of harassment, based on one’s race (including but not limited to natural hair, hair texture, hair type and protective hairstyles), color, religion, national origin, or sex, pregnancy (including childbirth and medical conditions related to pregnancy, childbirth or breastfeeding), sex stereotyping, (including assumptions about a person’s behavior or appearance, gender roles, gender identity, gender expression including gender dysphoria, or transgender status), disability, alienage or citizenship or immigration status, marital status, creed, genetic information, predisposition or carrier status, sexual orientation, military or Veteran status, political affiliation, familial status, caregiver status, status as a victim of domestic violence, unemployment status, natural hairstyles, sexual and other reproductive health decision-making, or any other classification or characteristic protected by applicable federal, state or local laws (collectively, “Protected Characteristics”), will not be tolerated. This policy applies to all terms and conditions of employment including but not limited to hiring, placement, promotion, compensation, training, leave of absence or termination.
**For US Applicants**
_2024 Benefits Offering (https://fa-epcb-dev1-saasfaprod1.fa.ocs.oraclecloud.com/fscmUI/faces/AtkTopicContentQuickPreview?TopicId=300000160018102&Title=Verint+2024+Benefits)\_
Full Time
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.
**Job Description**
*Requires strong experience in travel or expense management*
Manages all relationship management activities for clients in the assigned business segment and/or geographical region. Reviews and recommends objectives and procedures related to TravelBank products and best practices. Identifies business opportunities and solicits referrals. Coordinates the business development programs and call schedules. Manages client negotiations; pricing of the product within the target rate of return; proper documentation and closing the transaction; and compliance and conformance with company policy and regulatory requirements. Monitors and analyzes relationship plan results and account activities. Develops solutions for problem accounts. Nurtures partner relationships and effectively manages territories in order to drive new revenue opportunities.
Basic Qualifications
- Bachelor's degree, or equivalent work experience
- 5+ years of sales experience selling SaaS products. FinTech and/or Financial Services Industry experience is an asset.
-Experience managing full sales cycles, from Discovery, to Product Demo, to Proposal and Negotiation.
- Ability to travel
Preferred Skills/Experience
- Travel Management, Expense Management, and Corporate Card experience/knowledge is a plus.
- Ability to manage and nurture partner relationships
- Strong understanding of software products, software-as-a-service, and value propositions of digitization
- Self motivated, with a learner's mindset
- Demonstrated sales and marketing skills and abilities
- Strong organizational and managerial skills
- Ability to work independently and in teams
- Ability to develop and administer budgets
- Excellent interpersonal, verbal and written communication skills
- Excellent presentation skills
If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (https://careers.usbank.com/global/en/disability-accommodations-for-applicants) .
**Benefits:**
Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
+ Healthcare (medical, dental, vision)
+ Basic term and optional term life insurance
+ Short-term and long-term disability
+ Pregnancy disability and parental leave
+ 401(k) and employer-funded retirement plan
+ Paid vacation (from two to five weeks depending on salary grade and tenure)
+ Up to 11 paid holiday opportunities
+ Adoption assistance
+ Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
**EEO is the Law**
U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Applicants can learn more about the company’s status as an equal opportunity employer by viewing the federal **KNOW YOUR RIGHTS (https://eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12ScreenRdr.pdf)** EEO poster.
**E-Verify**
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (https://careers.usbank.com/verification-of-eligibility-for-employment) .
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $83,810.00 - $98,600.00 - $108,460.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Job postings typically remain open for approximately 20 days of the posting date listed above, however the job posting may be closed earlier should it be determined the position is no longer required due to business need. Job postings in areas with a high volume of applicants, such as customer service, contact center, and Financial Crimes investigations, remain open for approximately 5 days of the posting listed date.
Full Time
Financial Services
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