Helping Life Insurance
Agents Grow Faster
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.
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
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
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