Entry-Level Sales Coordinator

Heritage Insurance specializes in supplemental insurance products designed to help individuals, families, and employees prepare for unexpected expenses and financial challenges.

We are committed to providing quality insurance solutions while delivering the education, service, and support our clients need to make informed decisions about their coverage.

As part of our sales team, you'll have the opportunity to build meaningful client relationships while developing valuable skills in sales, communication, business development, and customer service .

As an Entry-Level Sales Coordinator, you'll work within a designated territory and engage directly with business owners and key decision-makers .

Your responsibilities will include:

Identify and develop new business opportunities within your assigned territory

Prospect for potential clients through phone outreach, referrals, and other business development activities

Conduct business-to-business cold calling and outreach

Schedule and conduct face-to-face meetings with business owners and key decision-makers

Learn and present supplemental insurance products and coverage options

Identify client needs and help provide personalized coverage solutions

Build and maintain strong professional relationships with clients

Set and attend follow-up appointments with prospective and existing clients

Call on new businesses, referrals, and existing clients who may benefit from additional service

Build and maintain your own book of business

Respond to client emails and phone calls in a timely and professional manner

Participate in scheduled team meetings, coaching sessions, and training

Manage your weekly schedule and submit it to your sales manager

Track and submit daily sales activity and performance metrics

Work toward individual and team sales goals

We're looking for someone who is motivated, coachable, organized, and comfortable taking ownership of their work .

The ideal candidate:

Has a strong work ethic and desire to succeed

Is comfortable meeting and communicating with new people

Has strong verbal, written, and presentation skills

Can work through challenges and remain persistent

Has excellent time-management and organizational skills

Can effectively manage their own schedule and priorities

Works well independently without constant supervision

Is self-motivated and results-oriented

Has an outgoing, energetic, and positive personality

Is comfortable speaking with business owners and decision-makers

Is willing to learn and continuously develop professionally

Has a valid driver's license and reliable transportation

Active Health & Life insurance license preferred

Candidates without a license may be considered if they are willing and able to obtain one

Licensing reimbursement is available

Bachelor's degree or a minimum of 4 years of professional work experience after high school

Candidates within 6 months of completing their degree may be considered

Candidates with less than 4 years of professional experience may be considered if they have relevant or specialized outside sales experience

Job Type: Full-Time Position: Entry-Level Sales Coordinator Sales Environment: Outside Sales / Business-to-Business Schedule: 8-hour shifts

This position is a great fit for someone who wants to build experience in:

Sales | Outside Sales | Insurance Sales | Business Development | B2B Sales | Client Relations | Customer Service | Account Management

You'll receive the training and support to develop your skills while gaining hands-on experience working directly with business owners and clients.

If you're looking for more than a traditional hourly job and want an opportunity where your work ethic, relationships, and results can influence your success , Heritage Insurance wants to hear from you.

Learn more about Heritage Insurance and apply today:

https://altitudebg.wixsite.com/heritage-insurance