The Senior Sales Consultant will drive business opportunities, manage broker relations, and ensure accurate quoting, requiring strong sales skills and insurance knowledge. The role includes daily outreach, proposal coordination, and collaboration with underwriting teams.
The work we do has an impact on millions of lives, and you can be a part of it.
We help protect our customers against life’s uncertainties. Regardless of where you work within the company, you’ll be helping provide protection and peace of mind when our customers need it most.
We are looking for a motivated and results driven Inside Sales Representative to help expand our PFML business by working closely with brokers/producers in both the employee benefits and property & casualty (P&C) space. In this role, you’ll drive new business opportunities, manage broker relationships, coordinate proposals, and deliver strong product positioning.
The ideal candidate thrives in a fast-paced, high-call-volume environment and understands the broker distribution model. You’ll work cross-functionally to ensure that brokers receive accurate, competitive quotes and have the tools they need to succeed with our products.
Key Responsibilities:
•Source new sales opportunities through brokers, producers, and prospects to develop and manage a pipeline of PFML opportunities.
•Make a minimum of 30 new outreaches daily via telephone, email, and virtual meetings.
•Conduct virtual webinars for brokers and company sponsored as needed.
•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.
•Follow up on all issued quotes.
•Collaborate closely with Underwriting, providing all necessary data and context to ensure the most accurate and competitive rates are offered.
•Collaborate with External team counterparts in given territories as needed.
•Ensure flawless new business submissions sent to underwriting for expedited approvals.
•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.
Required Skills/Abilities:
•Strong phone presence and experience in dialing dozens of calls per day
•Excellent understanding of insurance products and market
•Experience working with Salesforce.com or similar CRM.
•Excellent verbal and written communication skills
•Strong listening and presentation skills
•Ability to multi-task, prioritize and manage time effectively.
•Highly motivated and ability to effectively communicate with brokers and employers.
•Understand business challenges.
•Goal-oriented.
Education and Experience:
•Bachelors’ Degree or equivalent work experience
•5+ years insurance sales experience (employee benefits preferred)
•Life and Health License required.
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Employee Benefits:
We aim to protect the wellbeing of our employees and their families with a broad benefits offering. In addition to offering comprehensive health, dental and vision insurance, we support emotional wellbeing through mental health benefits and an employee assistance program. Work/life balance is important and Protective offers a variety of paid time away benefits (e.g., paid time off, paid parental leave, short-term disability, and a cultural observance day). The financial health of our employees is just as important as physical and emotional health. Some of the financial wellbeing benefits include contributions to healthcare accounts, a pension plan, and a 401(k) plan with Company matching. All employees are encouraged to protect their overall wellbeing by engaging in ProHealth Rewards, Protective’s platform to improve wellbeing while earning cash rewards.
Eligibility for certain benefits may vary by position in accordance with the terms of the Company’s benefit plans.
Accommodations for Applicants with a Disability:
If you require an accommodation to complete the application and recruitment process due to a disability, please email [email protected]. This information will be held in confidence and used only to determine an appropriate accommodation for the application and recruitment process.
Please note that the above email is solely for individuals with disabilities requesting an accommodation. General employment questions should not be sent through this process.
We are proud to be an equal opportunity employer committed to being inclusive and attracting, retaining, and growing an inclusive workforce.
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