Inside Sales Representative (Remote)

Job Description

The Forehand Agency seeks a remote-capable Inside Sales Representative to drive account growth by assessing customer needs, presenting tailored life and health insurance solutions, and closing business via high-volume inbound and outbound outreach. This remote inside sales role emphasizes consultative selling, pipeline management, accurate CRM documentation, and professional client service within a small, collaborative agency.

Key responsibilities:

Execute high-volume outbound outreach using a structured, consultative sales methodology to generate and convert leads for life insurance and health insurance products.

Qualify leads, conduct needs assessments, recommend appropriate insurance solutions, and close sales aligned with customer objectives and compliance requirements.

Pursue upsell, cross-sell, and retention opportunities to maximize account value and revenue growth.

Manage and advance pipeline activity to meet daily, weekly, and monthly sales and conversion targets; use CRM and systems to prioritize and track opportunities.

Maintain accurate and current records of interactions, opportunities, and outcomes in CRM to support forecasting and territory management.

Participate in structured onboarding, licensing assistance, ongoing sales training, and regular coaching; collaborate with team members to refine outreach strategies, messaging, and processes.

Required qualifications:

Minimum age 18.

Current state life and health insurance license, or willingness and ability to obtain and maintain required licensure (licensing support provided).

Dependable, coachable, and motivated by commission and performance-based incentives.

Clear and professional verbal and written communication skills with a strong customer-service orientation.

Comfortable with PC applications and able to quickly learn contact-center, CRM, and sales productivity tools.

Able to multitask and maintain productivity in a fast-paced, high-volume sales environment.

Preferred qualifications:

Prior telesales, inside sales, or customer-service experience; remote inside sales experience is a plus.

Demonstrated aptitude for consultative selling, closing, and managing a sales pipeline.

Experience working remotely and managing a personal schedule to meet activity and revenue targets.

Performance expectations:

Meet or exceed established targets for sales, conversion rates, customer satisfaction, and productivity.

Consistently maintain accurate CRM records and pipeline visibility to support reliable forecasting.

Respond positively to coaching, pursue continuous improvement, and prepare for increased responsibility and leadership opportunities.

What we offer:

Remote-friendly work-from-home arrangement with flexible scheduling to support work-life balance.

Competitive, performance-based commission and incentive structure with regular recognition and short-term contests.

Structured onboarding, hands-on sales training, and licensing support to accelerate ramp-up and earning potential.

Supportive, collaborative team culture focused on professional development and clear advancement pathways, plus health and wellness benefits and ongoing opportunities for skill development.

Fully remote