The Forehand Agency seeks an Inside Sales Associate to support account growth by assessing customer needs, recommending appropriate solutions, and delivering high-quality service through inbound and outbound contact. This role requires adoption of a customer experience methodology, use of contact center technology, and consistent handling of a high volume of customer interactions within a small, collaborative team.

Key responsibilities:

Listen to customers, diagnose needs, and resolve issues to achieve first-contact resolution when possible.

Manage assigned accounts through inbound inquiries and proactive outbound outreach.

Use contact center systems and CRM tools to document interactions, update account records, and maintain accurate workflows.

Identify sales opportunities, apply consultative sales techniques, and present product options to upgrade or expand accounts.

Conduct needs assessments and recommend tailored solutions that align with customer objectives.

Maintain ongoing client relationships through timely follow-up, service activities, and periodic account reviews.

Meet performance targets for customer satisfaction, sales, and productivity as defined by the agency.

Qualifications and requirements:

Possession of a current state life and health insurance license, or willingness and ability to obtain and maintain required licensure.

Reliable, coachable, and committed to continuous improvement and skill development.

Strong verbal and written communication skills and a professional customer-service approach.

Proficiency with basic PC functions and comfort learning contact center and CRM software quickly.

Ability to multitask and maintain productivity in a fast-paced environment while managing a high volume of interactions.

High school diploma or equivalent; college students, interns, and recent graduates are encouraged to apply.

Minimum age of 18.

Position highlights:

Flexible scheduling to support work-life balance and accommodate varied availability.

Performance-based commission and incentive opportunities tied to sales and service outcomes.

Remote work environment with access to training, coaching, and professional development.

Collaborative, supportive team culture that emphasizes clear expectations and ongoing feedback.