Program Manager Lead – New Business Ventures
USAA
Sales Consultant, Inside Sales
Protective Life
full-time
Posted on:
Origin: • 🇺🇸 United States
Visit company websiteSalary
💰 $65,000 - $70,000 per year
Job Level
JuniorMid-Level
About the role
- Make a minimum of 30 outbound calls per day to brokers, producers, and prospects to develop and manage a pipeline of PFML opportunities.
- Build and maintain relationships with employee benefit and P&C producers, guiding them through our product offerings and sales process.
- Achieve personal and team goals by securing new sales opportunities and positioning company offerings within defined profitability guidelines.
- Review and qualify RFPs, ensuring all necessary information is gathered for timely and accurate quoting.
- Coordinate with a Sales Support Specialist to ensure smooth proposal delivery, follow-ups, and broker communication.
- Collaborate closely with Underwriting, providing all necessary data and context to ensure the most accurate and competitive rates are offered.
- Educate broker partners on PFML legislation, product features, and market positioning to increase product adoption.
- Leverage data and market intelligence tools to improve broker prospecting, profiling, and planning activities.
- Maintain accurate and up-to-date records in the CRM system (e.g., Salesforce), including pipeline activity, call logs, broker notes, and opportunity status.
- Monitor state-specific PFML regulatory updates to ensure accurate product positioning and compliance.
Requirements
- Bachelor’s degree.
- Life & Health License required.
- 2+ years of sales, insurance sales, or broker channel experience, preferably in PFML, disability, or employee benefits.
- Working knowledge of the broker distribution model and how to partner effectively with both employee benefits and P&C producers.
- Experience reviewing RFPs and coordinating with underwriting to develop quotes.
- Strong collaboration and communication skills, especially across internal teams like sales support and underwriting.
- Highly organized, self-motivated, and comfortable in a metric-driven environment with daily activity goals.
- Proficient with CRM tools like Salesforce, Microsoft Office, and virtual meeting platforms.
