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No nickel and diming youwe provide the LOS software, CRM, credit reports, scenario desk, lock desk, introductions to agents and lead generation. Proficiency in technical tools (Microsoft/Google Suite, CRM systems.
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We hire top advisors with existing books of business and supercharge their growth with our proprietary software that streamlines CRM, operations, compliance, client service, marketing, and lead generation, allowing advisors to scale efficiently while delivering a superior client experience.
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Maintain accurate records of client interactions, transactions, and policy information in the CRM system. Proficiency in using CRM software and other sales tools. As a Commission-Only Life Insurance Sales Representative, you will be responsible for promoting and selling life insurance policies to clients, helping them secure their financial future and protect their loved ones.
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Use and maintain the Leads pursuit process and tracking system within ERP and CRM. Territory Account Manager Qualifications and Experience. Identify and pursue new business opportunities through prospecting, networking and cold calling.
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Working knowledge of inbound marketing, marketing automation, CRM tools (HubSpot, Marketo, Eloqua, SugarCRM, ExactTarget, etc.) Demonstrable experience leading and managing SEO/SEM, PPC, eCommerce, marketing database, email, social media, and/or display advertising campaigns.
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Demonstrated technical experience utilizing a CRM system or complex database systems (e.g.; Banner, Handshake, Starfish) for collecting data, maintaining records, creating queries, and compiling reports.
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Conduct outbound calls to prospects and engage them in sales conversations Identify customer needs and recommend suitable products and services Deliver persuasive sales pitches and overcome objections Meet or exceed sales targets and contribute to team success Maintain accurate records of customer interactions in the CRM system.
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Proficiency in using insurance software and customer relationship management (CRM) systems. As a Work-from-Home Sales Consultant, you will be responsible for assisting customers in selecting appropriate insurance coverage tailored to their needs.
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