I am a veteran life insurance sales person and own a national brokerage. I need an assistant to make phone calls to selected clients and prospects. Here's what you need to know about these calls:
They are all “warm” calls, as opposed to cold calls. You would be calling existing clients, and prospects in the process of becoming clients.
Clients would be called to set up phone appointments with me. These calls would be made after the clients have been pre-approached about additional services being offered to them. So, they should be expecting your call.
Prospects would be called to expedite information and other requirements needed to do life insurance research for them. They would have already requested this research, and been made aware of what these requirements are. So they, too, should be expecting your call.
Under no circumstances would you be selling. You would not be discussing companies, products, or pricing, and so you would not have to be life insurance licensed.
I am licensed in every state except Alaska and Hawaii, so calls could be placed across the country. You would need the time flexibility to be able to call either coast at an acceptable hour. Depending on your phone plan, we would work out something to cover this expense.
The current workload would be about two hours or so a week. Depending on the results, additional hours could be added.
Here are the skills and qualifications you must have:
Prior experience on the phone is a must. This could be via sales support, customer service, sales, consulting, or many other capacities.
You must be bright, perky, and somebody with whom people enjoy talking. Some people just have that personality. You should really like to be on the phone.
It goes without saying that a command of English, and a polite and professional manner, are mandatory.
In terms of personal qualifications, I only hire people who are 100% trustworthy, 100% reliable, 100% accountable, and who give their best at small and large tasks alike.
Please review both my business website and my blog before responding. They will give you a good idea of who I am, what I do, and how I do it. This way you can determine whether or not my firm is a good fit for you.
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