About this role

Close new business and guide every client to project completion within 6–8 weeks
Make a minimum of 160 outbound calls per week to prospects and existing clients
Hold 20+ appointments per week with new prospects and referrals
Achieve a minimum of $5,000/week in new-client revenue (OTE: $7,500/week)
Ask for a minimum of 75 referrals per week and follow up on all pipeline
Facilitate workshops via Zoom, client locations, QT offices, and outside venues
Add 20+ new prospects to each Start, Grow, Fund event
Maintain accurate CRM records and submit daily dashboard reports in Infusionsoft
Collaborate with marketing, design, and finance to maximize sales performance

Minimum 2 years of recent sales experience with a strong emphasis on telephone selling
Documented top-producer status, preferably in an inside sales environment
Life & Health Producer License — or the ability to obtain one within 30 days of hire
Excellent verbal and written communication skills
Strong ability to build rapport with people from diverse backgrounds
Ability to work independently from a home office
Self-starter mentality with high accountability and follow-through
Active listening, persuasion, and problem-solving skills
High level of discretion with confidential client information

Inside Sales Representative

Key skills