Inside Sales Agent (Health Insurance Industry)

Inside Sales Agent

Senior Planning Center

Auburn, ME

About Senior Planning Center

Senior Planning Center is Maine’s leading resource providing Medicare Advantage, Medicare supplements and other related insurance products and services designed to help seniors, specifically those transitioning into retirement. Senior Planning Center represents all the major Medicare health plans. Even though they have agent partners across Maine, its walk-in service locations continue to lead in the growth of new plans and high retention rates. They strive to secure an ongoing and holistic relationship with each of its clients. The help seniors receive at Senior Planning Center is not limited to related insurance services — they also provide referral information about a wide range of resources for seniors from heating assistance to help with elder care. Senior Planning Center is a proud member of the Integrity Family of Companies. 

Job Summary

As a sales agent, you are the front line in customer service. You are the person that clients depend on to fulfill requests and provide services that best meet their needs. To do this, you will offer services and provide support in person and via telephone or internet. You will also be responsible for maintaining client files, ensuring that returning clients are served to the best level possible.

Primary Responsibilities:

• Deliver top quality service

• Identify client needs and recommend products or solutions that best fulfill those needs.

• Promptly follow up  with prospects to ensure all questions are answered

• Effectively communicate with clients and prospects

• Ensure applicable licenses and credentials are current

• Develop meaningful relationships with clients to encourage trust and build brand loyalty

• Meet sales goals and objectives set by leadership

• Improve sales skills and knowledge to increase sales success rates

• Become a subject matter expert in the insurance industry

• Accurately document and maintain client and prospect interactions in the approved CRM system.

Primary Skills & Requirements:

• A PASSION FOR SERVING SENIORS IS REQUIRED

• High school diploma or equivalent

• Excellent customer service, presentation, verbal, and written communication skills

• Ability to multi-task and prioritize in a fast-paced environment

• Excellent computer skills and proficiency with MS Office

• Previous insurance or financial experience preferred, but, willing to train the right candidate

• Health and Life insurance license preferred or willingness to obtain it within 90 days of hire

Benefits Available

• Medical/Dental/Vision Insurance

• 401(k) Retirement Plan

• Paid Holidays

• Paid Time Off

• Community Service PTO

About Integrity

Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind. 

Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone or online. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.