SALES DEVELOPMENT REPRESENTATIVE
American Income Life Insurance Company
Jan 2020 - Current (6 years 4 months)
- Conducted 100-150 outbound calls daily to engage potential clients and generate qualified leads for life and supplemental insurance products.
- Utilized CRM software to manage and update prospect data, track follow-ups, and log call outcomes to ensure seamless lead management.
- Scheduled and confirmed appointments for licensed insurance agents, contributing to consistent sales pipeline growth.
- Followed up on warm leads, referrals, and online inquiries to maximize conversion opportunities.
- Applied needs-based and consultative selling techniques to assess customer needs and introduce suitable insurance solutions.
- Consistently met or exceeded weekly KPIs, including call targets, appointment rates, and lead conversion ratios.
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