Inside Sales

• Quote multiple lines of insurance for multiple carriers nationwide
• Handle inbound calls and follow up to close sales
• Deliver a high-quality, consultative customer experience
• Identify customer needs and provide coverage recommendations
• Achieve individual sales performance goals
• Stay current on carrier guidelines, systems, and product offerings

Insurance Inside Sales Professional

• Complete a comprehensive training program focused on the financial markets, financial products, key client segments, technology tools, portfolio construction sales skills, and overall professional development.
• Obtain the SIE, Series 7, and Series 63 licenses with FINRA (Financial Industry Regulatory Authority) within first 90-180 days.
• Be the first point of contact to provide regional sales support for both our internal and external sales teams in the form of research, inbound/outbound telephone, and email communication.
• Build a strong understanding of the financial services industry and the financial markets.
• Develop acumen on Franklin Templeton’s suite of products to provide solutions to financial advisors.
• Acquire fundamental knowledge of key competitor products to position with Franklin Templeton products and services.
• Develop strong communication and sales skills, including the ability to deliver effective presentations both internally and externally.
• Field questions regarding Franklin Templeton products and strategies.
• Provide information and insights to clients regarding market/industry trends and Franklin Templeton products, services, and resources.
• Work with an assigned peer mentor throughout the training program, and receive regular coaching, training, and feedback from leadership.

Internal Sales Associate

• Responsible for managing a team of inside sales professionals who sell clinical laboratory products and services
• Creating a culture to support mentoring of new team members
• Driving commercial accountability with the team across all metrics and marketing initiatives
• Ensuring the team has effective customer relationships and develops opportunities for growth within an existing customer base
• Completing account planning and forecasting, analyzing reports to drive business decisions
• Managing performance through KPIs
• Ensuring effective use of available sales tools and processes, especially Salesforce.com
• Delivering performance evaluations and holding the team accountable for performance metrics
• Maintaining effective customer relationships with purchasing, lab managers and end users within assigned territory
• Working with the Sr. Manager of Inside Sales to research competitor and industry activity
• Managing pricing within territory to control profitability
• Maintaining accurate reporting and records necessary for proper management of region
• Positively representing Thermo Fisher Scientific at all times throughout customer locations

Inside Sales Supervisor

• Identify, research, and qualify new sales opportunities within assigned Emerging Biopharma and Pre-Commercial target accounts.
• Conduct proactive outbound outreach through phone, email, digital sales tools, and CRM-supported campaigns.
• Engage prospects in discovery conversations to understand business priorities, buying needs, timelines, and fit for IQVIA solutions.
• Monitor account, pipeline, funding, clinical, and market signals to inform targeted outreach and sales prioritization.
• Partner with Business Development, Account Management, Marketing, and Go-To-Market teams to support account planning and lead conversion.
• Maintain accurate CRM documentation of activities, contacts, account intelligence, opportunity status, and follow-up actions.

Account Manager – Inside Sales

• Shape and execute the vision for the Inside Sales function
• Drive incremental revenue growth while fostering a culture grounded in Acushnet and Titleist values
• Oversee a high-performing team of 16 Inside Sales Representatives
• Elevate performance through coaching, skills development, and data-driven sales strategies
• Analyze performance and deliver actionable insights
• Champion operational excellence by optimizing processes and reporting
• Develop talent and strengthen succession pipelines

Director Inside Sales

• Follow-up with dealers on all eligible applications after approval.
• Negotiate with dealerships to win as many deals as possible with best possible terms for FHF (maximize FHF’s “win-rate” for approved applications).
• Assist the dealer as single point of contact for all communication with internal FHF teams.
• Monitor dealer behavior to pick up red flags for dealer risk.
• Travel required to dealerships based on assigned market needs.
• Support Outside Sales team with specific dealer-related initiatives to increase volume.
• Support Servicing and Collections team to handle dealer complaints or other conflicts.
• Manage the list of open applications to ensure timely follow-ups with dealers.
• Overall, manage all aspects of dealer communication across various internal FHF stakeholders to ensure a seamless experience for dealers.

Bilingual Inside Sales Associate

• Obtains orders through email and telephone calls, verifies and enters items, transfers orders to fulfillment, explains stock-outs and expected delivery dates.
• Increases orders by suggesting related items, explaining features, and checks customer’s buying history.
• Owns, qualifies and develops opportunities passed from marketing, outside sales, and national accounts.
• Identifies ways for continuous improvement of processes.
• Prepares, generates, and follows up on verbal or written quotations to secure orders, or determine reason for loss of order.
• Reviews open customer order reports and takes action on open items, including those items that may be at risk in meeting customer’s promised delivery date.
• Maintains distribution system backorder report, associated customer expediting report and notices, and customer notification.
• Reports industry trends, competitive pricing and customer feedback to management.

Inside Sales Representative

• Manage company-provided leads while identifying cross-sell and upsell opportunities to drive business growth.
• Generate referrals and cultivate long-term client relationships through centers of influence and strategic referral partnerships.
• Present insurance proposals in a professional and consultative manner, reviewing coverages in detail to ensure client understanding and confidence in recommended solutions.
• Communicates effectively and professionally with clients, prospects, insurance company partners, and internal service team members through phone, email, and virtual meetings.
• Finalizes sales by collecting required documentation, applications, and signatures while ensuring a seamless transition to the service team.
• Builds trust quickly with prospective clients by identifying needs, overcoming objections, and providing tailored insurance solutions.
• Maintains strong follow-up discipline and pipeline management to maximize conversion opportunities and client retention.
• Prepares recommendations and coverage solutions for prospective accounts while adhering to agency policies and carrier underwriting guidelines.
• Maintains a high level of accuracy, organization, and attention to detail in all client and carrier interactions to minimize errors and omissions exposure.
• Maintains current knowledge of insurance products, industry trends, and underwriting guidelines for carrier partners represented by the firm.
• Represents the firm professionally within the community and in all interactions with clients and insurance company partners.
• Identifies opportunities to improve workflow, processes, and overall business performance while contributing positively to team culture.
• Meets or exceeds monthly new business production goals and performance expectations.

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