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Whiteboard Risk & Insurance Solutions

Inside Sales Representative

  • Full time
  • Remote

About the role

Description

Whiteboard Risk & Insurance Solutions is seeking a motivated Inside Sales Representative to help generate new business opportunities for our commercial insurance brokers.

In this role, you will make outbound calls to business owners and decision-makers, identify potential opportunities, and schedule qualified meetings for our broker team. You will also manage prospect activity in Salesforce, follow up with leads, and support the sales process through consistent outreach and organization.

This is an entry-level sales position ideal for someone who is competitive, coachable, and eager to build a career in sales, business development, or commercial insurance. Prior insurance experience is not required.

This position is fully remote, however, we hold in-person company events throughout the year. These events include company functions, training sessions, and sales meetings. The ideal candidate will exhibit a willingness to attend our in-person company events on occasion.

Please Note: We are not accepting unsolicited submissions from recruiters, staffing agencies, or third-party firms for this position.Thank you for your understanding.

The Ideal Candidate:

Highly motivated, competitive, and goal-oriented

Comfortable making outbound calls and handling rejection

Coachable, dependable, and eager to learn

Strong communicator with solid organizational skills

Interested in building a career in sales, business development, or commercial insurance

Thrives in a team environment and enjoys performance-based incentivesResponsibilities:

Conduct outbound calls to business owners and decision-makers

Schedule qualified meetings for licensed commercial insurance brokers

Meet daily, weekly, and monthly calling and appointment-setting goals

Manage prospect records, follow-ups, and daily tasks in Salesforce

Set follow-up reminders and maintain consistent communication with prospects

Assist with setting up Workers' Compensation analyses for brokers

Utilize creative sales techniques to reach prospects

Provide general sales and administrative support to brokersQualifications:

Sales Experience - Highly preferred, but not required

Proven track record - Quota and goal achievements

Strong Interpersonal Skills - Proficient in written and verbal communication

Team Player - You excel in a team-oriented atmosphere

Industry Knowledge - Insurance (or Worker's Comp) knowledge preferred, but not required

CRM Experience - Salesforce or other CRM experience is a plusTotal Compensation:$50,000 - $70,000 yearlyAbout Whiteboard Risk & Insurance Solutions

Who We Are:

We are a modern commercial insurance agency with a very unique platform of services that helps businesses that struggle with workers ' compensation injuries. We've spent the last ten years honing our niche and developing a highly unique product that drives unrivaled results for clients.

We solve challenges that business owners typically don't even know exist until they meet us. It makes it difficult to get our foot in the door - but once we have the opportunity to educate them on Workers' Comp and how our platform resolves a number of common problems with their insurance, most of them wish they'd heard of this much sooner!

Benefits:

Competitive Compensation

Monthly Health & Wellness Credit

Employer-Sponsored Health Care Plan

Retirement Plan with up to a 5% match

Flexible Paid Time Off

Training & Development Support