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Associate Outbound Sales Representative

  • Location: Santa Ana, CA
  • Job Type: Contract
  • Ref No: 20-03730
  • Date: September 14, 2020
  • Job title:

Job Description - Associate Outbound Sales Representative

Associate Outbound Sales Representative

Santa Ana, CA

What You’ll Do:

  • Responsible for securing prospects for First American Property and Casualty Insurance Agency.
  • Build relationships and maintain a base of Property & Casualty clients through access to leads from a captive source.
  • Performs lead qualification by sourcing new sales opportunities through inbound lead follow-up and outbound cold calls and emails
  • Achieve outbound call/conversion quotas
  • Drive sales by sourcing opportunities through cross sell campaigns
  • Aid with projects and provide assistance to sales/sales support team when needed
  • Begin to build knowledge of P&C products, underwriting guidelines, and pricing

Skills/Experience You’ll Need:

  • Strong communication skills to clearly and effectively communicate to both external and internal customers
  • Customer service skills; able to identify and communicate options
  • Persistent, resilient
  • Organizational skills - multi-tasking, prioritizing and follow up
  • Proficient with company operating systems
  • Ability to work under pressure and remain flexible to changing schedules and demands
  • Problem solving skills
  • Proficient/advanced technical capabilities including Microsoft Office   Excel, Word, PowerPoint, and Outlook
  • Knowledge of insurance industry helpful.
  • Establishes effective working relationships at the work group level


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