Conduct daily outbound cold outreach to prospective businesses to generate new appointments.
Convert marketing-generated leads into qualified discovery meetings.
Research company details, industry trends, and financial indicators to prepare for calls.
Clearly communicate the Allianz Trade value proposition to engage and qualify prospects with high-level business owners and decision makers.
Maintain a consistent pipeline of appointments within assigned, licensed region.
Document all outreach, interactions, and outcomes in Salesforce with accuracy and consistency.
Implement strategic prospecting and targeting techniques to improve personal results.
Utilize LinkedIn Sales Navigator, ZoomInfo, IRP, and other prospecting tools to identify and engage target companies.
Collaborate with Inside Sales Agents and the Direct Sales Force team members to align outreach with regional objectives.
Meet or exceed weekly and monthly KPIs related to outreach volume, appointments set, and conversion quality.
Provide innovative and strategic ideas that help drive sales growth.

Ability to secure and maintain the required state insurance license within 60 days of hire or promotion.
Strong verbal and written communication skills.
Ability to perform consistent outreach in a structured, KPI-driven environment.
Coachable, responsive to feedback, and able to adopt new processes quickly.
Professionalism, resilience, and comfort handling objections.
Data analysis and analytical skills.
Proficiency with Microsoft Office Suite (Outlook, Excel, Word, PowerPoint).
Familiarity with LinkedIn Sales Navigator, ZoomInfo, or similar prospecting tools.
Associate’s or Bachelor’s degree preferred or equivalent professional experience.
Exposure to insurance, financial services, or B2B environments; 2-3 years preferred.
Basic awareness of Artificial Intelligence technologies and enthusiasm about learning and integrating AI into everyday business processes (Generative) Artificial Intelligence or GenAI or AI Data Analysis (Microsoft) Copilot ChatGPT

Inside Sales Agent

Key skills