The Forehand Agency is seeking an Inside Sales Specialist to support account growth by assessing customer needs, recommending appropriate solutions, and delivering high-quality service through inbound and outbound contact. This remote-friendly role offers flexible scheduling, performance-based compensation, and structured professional development within a small, collaborative team. Ideal candidates demonstrate consultative selling skills, strong call handling, and proficiency with CRM and contact center technology.
- Key responsibilities
- Handle high-volume inbound and outbound interactions using consultative selling and a consistent customer experience methodology.
- Listen to customers, diagnose needs, perform needs assessments, and recommend tailored life and health insurance solutions aligned with customer goals.
- Identify and pursue upsell, cross-sell, and retention opportunities to support sales growth and account expansion.
- Aim for first-call resolution by troubleshooting issues, coordinating follow-up, and escalating when appropriate.
- Accurately document interactions, opportunities, and outcomes in CRM and contact center systems; maintain up-to-date account records and workflows.
- Collaborate with colleagues to refine outreach strategies, messaging, and process improvements.
- Participate in structured onboarding, ongoing training, and coaching to develop sales and leadership capabilities.
- Qualifications
- High school diploma or equivalent; college students, interns, recent graduates, and career changers are encouraged to apply.
- Minimum age 18 and willingness to obtain and maintain a state life and health insurance license.
- Dependable, coachable, and motivated by incentive-based compensation and performance metrics.
- Clear and professional verbal and written communication skills and a customer-service orientation.
- Comfortable with basic PC tasks and able to quickly learn contact center and CRM software.
- Able to multitask and maintain productivity in a fast-paced, high-volume interaction environment.
- Previous experience in telesales, inside sales, customer service, or insurance is beneficial but not required; transferable skills and strong sales aptitude are considered.
- Performance expectations
- Meet or exceed established metrics for sales, customer satisfaction, and productivity.
- Consistently use CRM and contact center tools to manage pipelines, document activity, and deliver reliable customer outcomes.
- Demonstrate responsiveness to coaching and readiness for increased responsibility through strong performance and leadership behaviors.
- What we offer
- Remote-friendly work environment with flexible scheduling to support work–life balance.
- Competitive commission structure and performance-driven incentives, including short-term contests and recognition.
- Structured onboarding, ongoing training, and regular coaching to accelerate skill development and career growth.
- Supportive, collaborative team culture focused on development and retention.
- Health and wellness benefits and access to professional development resources.
Keywords: inside sales specialist, inside sales, consultative selling, remote sales, flexible scheduling, life insurance, health insurance, CRM, contact center, customer service, telesales, account management.