Helping Life Insurance

Agents Grow Faster

Sales Advisor (SA)

Full Time, Commission with Base (Non-Benefits eligible)

Role, Responsibilities, Results, Requirements

Role:

Responsible for completing 1:1 Qualification calls via phone and qualifying warm prospects/leads for the Jucebox Agent Shift Program as well as continued relationship building and nurturing of prospects as they make their journey through the sales process. The Sales Advisor (SA) will speak directly with prospective clients using the Jucebox CRM (Customer Relationship Management) software via Email, Text, and Phone as well as through our online community. The Sales Advisor (SA) will also be responsible for reaching out and rescheduling missed/canceled/no-show appointments with prospects, as well as “mining” the current database to generate further sales opportunities.

Responsibilities: (Getting Results!)

  • Use Script and Sales Decks to sell on qualified prospects/leads using the specific Jucebox Sales Process

  • Time management to ensure all appointments with prospects/leads are effective

  • Manage and respond to assigned CRM prospects/leads

  • Ensure that every prospect/lead assigned is followed up with maximum intensity

  • Update all activities and communications within the CRM

  • Mining the CRM database, and other sources as needed, to generate sales opportunities

  • Keep up-to-date daily reports of calling and sales activities in appropriate tracking and report spreadsheets

  • Give consistent feedback on the sales process/front lines to better help marketing

  • Communicate effectively with Sales team via Slack

  • Communicate effectively with the Operations and Onboarding team via Slack

Results:

  • Sell on multiple prospective clients simultaneously

  • Assisting in the sales process with successful qualification of prospects for Sales Consultants

  • Maintain KPI's (Key Performance Indicators) for the role of SA

  • Understanding and implementation of company sales processes

  • Remove or resolve prospective client concerns and questions

  • Maintain positive interactions with prospective clients

  • Help to propel Jucebox forward

Requirements: 

  • Able to learn at a high rate

  • Enjoys talking and interacting with new people (via Phone & Video Conferencing)

  • ​Excellent communication skills in an Instructional and Coaching environment

  • Excellent customer service and skills (Email, Text, & Phone)

  • Excellent at solving problems (with other people and independently)

  • ​Project Management Experience (Organized!!!!)

  • Proficient in Web Based Software tools (CRM)

  • ​Proficient at general processes and procedures

  • ​Not afraid to pick up the phone

  • Reliable, Fast Internet Connection

  • ​Ability to dial and call through each pipeline every day

  • ​Ability to qualify and have tough conversations with prospects

  • Insurance Industry Knowledge/Experience is a plus but not essential

  • ​Complete Work during US Central Time, Monday - Friday, 9 am - 5 pm CST

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