OMI Sales Assistant & Sales Development

Benefits:

• License reimbursement
• 401(k)
• Bonus based on performance
• Competitive salary
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development
• Vision insurance

Position Purpose
We are looking for a highly motivated Sales Assistant who thrives on talking to people and creating opportunities.


This role is responsible for generating qualified insurance quote opportunities through high-volume outbound calling. The Sales Assistant is the first point of contact for many prospects and plays a critical role in engaging potential clients, building rapport, overcoming initial objections, and creating a seamless handoff to our licensed sales producers.


This is a performance-driven role for someone who enjoys connecting with people, is resilient in the face of rejection, and is energized by achieving goals.

Compensation: $15.50 - $16.50 per hour plus bonuses


Primary Responsibilities

• Conduct high-volume outbound prospecting calls each day.
  
  
• Engage prospects in meaningful conversations.
  
  
• Build rapport quickly.
  
  
• Identify insurance needs and opportunities.
  
  
• Create interest in receiving an insurance quote.
  
  
• Overcome common objections professionally.
  
  
• Generate qualified warm transfers to licensed producers.
  
  
• Schedule appointments when a transfer isn't possible.
  
  
• Maintain accurate CRM steps and documentation.
  
  
• Complete follow-up activities to maximize opportunities.
  
  
• Support producers by ensuring prospects are prepared for the next step.
  
  

The Ideal Candidate


We're looking for someone who is:

• Energetic
  
  
• Confident on the phone
  
  
• Resilient
  
  
• Competitive
  
  
• Persistent
  
  
• Coachable
  
  
• Organized
  
  
• Positive
  
  
• Professional
  
  
• Goal-oriented
  
  

They enjoy hearing "yes," but they aren't discouraged by hearing "no."



Required Strengths


This person should naturally excel at:

• Starting conversations
  
  
• Building rapport quickly
  
  
• Handling rejection
  
  
• Maintaining energy throughout the day
  
  
• Asking thoughtful questions
  
  
• Active listening
  
  
• Staying organized
  
  
• Following structured processes
  
  
• Time management
  
  
• Consistent follow-up
  
  

Success in This Role Looks Like


A successful Sales Assistant consistently:

• Makes a high volume of outbound calls.
  
  
• Generates qualified quote opportunities.
  
  
• Creates warm transfers for producers.
  
  
• Schedules future appointments.
  
  
• Maintains excellent CRM documentation.
  
  
• Contributes directly to agency growth through opportunity creation.
  
  

Who Thrives Here?


Candidates with experience in:

• Appointment setting
  
  
• Call centers
  
  
• Business Development Representative
  
  
• Sales Development Representative 
  
  
• Inside sales
  
  
• Retail sales
  
  
• Banking
  
  
• Hospitality
  
  
• Membership sales
  
  
• Collections (because of objection handling)
  
  
• Recruiting (bc because of people skills)
  
  
• Leasing consultant 

Insurance experience is helpful but not required.


The Mindset We're Looking For
This person doesn't view dialing as a chore—they view every call as an opportunity.


They are naturally curious, enjoy speaking with new people, and understand that persistence, professionalism, and consistency lead to results.


They take pride in creating opportunities that help families receive the protection they need while helping their teammates succeed.