Sales Specialist

Develop and maintain relationships with new and existing clients to understand their financial protection needs. Present and sell life insurance and ancillary products, including dental, vision, disability, and supplemental coverage. Educate clients on policy options, coverage details, and long-term benefits to help them make informed decisions. Generate new business through referrals, networking, community involvement, and outbound prospecting. Conduct client meetings in person, virtually, or by phone to review coverage and recommend solutions. Assist clients through the application and underwriting process, ensuring accuracy and timely submission of all documentation. Follow up on leads and maintain consistent communication to build trust and long-term client relationships. Stay current on product knowledge, industry trends, and compliance requirements. Utilize CRM systems and tracking tools to manage client interactions and sales activities with strong attention to detail. Participate in marketing events, seminars, and community outreach opportunities, including occasional evenings or weekends. Collaborate with team members and support staff to ensure seamless client experience. Meet or exceed individual and team sales goals. Support increased workload and extended working hours during the Annual Enrollment Period (October–December). Provide cross-functional support to Licensed Client Advocates (LCAs) as needed.