Inside Sales Consultant

Warner Pacific Insurance Services

Inside Sales Consultant helping California brokers place medical and specialty insurance through Warner Pacific. Driving broker recruitment, sales calls, training, and Salesforce activity tracking.

Posted 8/22/2026full-timeWestlake Village • California, Texas • 🇺🇸 United StatesJuniorMid-Level💰 $80,625 - $107,500 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in medical sales, with a strong track record of meeting sales goals and building relationships with brokers. Proficient in utilizing CRM tools for tracking sales activities and maintaining effective communication with clients and internal teams.

Highest-signal resume keywords

Medical Sales ExperienceSales Strategy DevelopmentSalesforce CRM ProficiencyCalifornia Life/Health Insurance LicenseInterpersonal Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Sales Goal AchievementBroker RecruitmentSales Activity TrackingMarket AwarenessPresentation Skills

Soft Skills

Exceptional Interpersonal SkillsWritten CommunicationOral CommunicationJudgmentIntegrity

Tools & Technologies

Salesforce CRMMicrosoft WordMicrosoft ExcelMicrosoft PowerPoint

Certifications & Qualifications

California Life/Health Insurance License

Industry Keywords

Health Care SalesMedical InsuranceAffordable Care ActBroker TrainingSelf-Funding Dynamics

About the role

Key responsibilities & impact

Work in conjunction with the assigned Sales Consultant to meet or exceed monthly and annual sales goals
Develop and implement sales strategies to acquire new medical and specialty business through agents and brokers
Support broker inquiries and cover duties while the Sales Consultant is out
Recruit and engage new brokers to place group medical and specialty business through Warner Pacific
Conduct broker training seminars and webinars
Assist agents with marketing activities
Maintain frequent and effective broker contact and build active selling relationships
Liaise with product specialists to increase specialty-market awareness and identify brokers with sales potential
Prospect new or inactive brokers and make outbound and follow-up sales calls
Handle inbound sales calls, email inquiries, and product-support questions from brokers
Identify workflow enhancements and communicate them to the supervisor
Record sales activity in Salesforce CRM, including conversations, meetings, emails, and quote requests
Demonstrate outstanding judgment, honesty, and integrity

Requirements

What you’ll need

Minimum of a high school diploma, GED or equivalent; advanced education or degree preferred
3-5 years of health care/medical sales experience preferred
2-3 years proven track record of meeting or exceeding sales goals
Preferred experience tracking sales activity in CRM tool
Preferred resident of Southern California
Valid California life/health insurance license
Ability to think/act independently
Exceptional interpersonal skills
Exceptional written and oral communication, as well as experienced presentation skills
Demonstrated ability to maintain and foster positive, open communication channels with internal and external customers
Computer literacy with proficiency in Microsoft Word, Excel, and PowerPoint
Understanding of market factors, carriers, plans, benefits and guidelines in the California insurance landscape and Affordable Care Act
Evolving understanding of level-funded, self-funding and OOS dynamics

Benefits

Comp & perks

Bonus plan for achieving specific sales goals