Sales Manager, Insurance

🇺🇸Remote - 1 Remote$85K–$130K/yri2h ago

Corporate Sales Sales Management Account Management Business Development Inside Sales Insurance Sales

Role Snapshot

Sales Manager for XCEL Testing Solutions (Colibri Group Brand), a leading online insurance education provider. The role involves driving sales performance through daily prospecting, customer engagement, and product demonstrations to qualify and convert insurance licensing exam candidates.

Key Responsibilities: Schedule and conduct sales meetings with prospects via phone or in-person to identify opportunities and present products; complete daily outbound calling, follow up on all inbound and marketing-sourced leads within 24 hours, and maintain accurate CRM records and customer account information.

Skills & Tools: Strong technical/software aptitude with proficiency in sales management tools and CRM systems; excellent communication, presentation, and relationship-building skills with ability to maintain professionalism and diplomacy across virtual and in-person interactions.

Qualifications: Bachelor's degree (B.A./B.S.) required with 5+ years of successful experience in sales and account management. Previous experience in insurance, education, or SaaS sales preferred.

Location: Remote - 1 Remote

Compensation: $85K–$130K/yr (estimated)

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Job Description

At Colibri, culture is a critical part of our collective success, and we live our values everyday: Love, Joy, Boldness, Teamwork and Curiosity. These values guide our interactions with each other, our customers, and the community as a whole. XCEL Testing Solutions, a Colibri Group Brand, is the premier provider of Online Insurance Education for Insurance and Securities Licensing. For over 25 million students, our research-based learning approach has been the key to passing standardized knowledge, skills, and assessment exams. At the heart of XCEL Testing Solutions is our "Preparing People to Pass" e-learning platform, which offers a wealth of online content. This includes interactive assessments, engaging multimedia materials, and customized learning paths tailored to meet individual needs. Our M-Learning platform further enhances flexibility, allowing students to study anytime, anywhere, on any device. What You'll Do::

Duties and Responsibilities: Employee is expected to make every effort to optimize his/her sales performance and engage in activity on a daily basis that will facilitate this goal. Employee shall be assigned those duties reasonably

accorded to and expected of a sales representative employed by the Company. Without limiting the generality of the foregoing, required duties include the following, as may be amended from time to time by the Company in its sole and absolute discretion:

• Scheduling appointments and meeting existing customers in order to identify and qualify potential prospects and present current product offers and to send a follow up email the next day addressing outstanding/follow up questions.

• Effective planning to conduct sales presentations by meeting customers physically (either on site or by virtual call) on daily basis.

• Provide professional demonstrations or presentations of Company products and services while onsite or virtually.

• Liaising between the Company and the customers for up-to-date pricing, service, and latest product-release launches.

• Identifying and qualifying prospective customers through research, networking, and cold-calling.

• Complete outbound prospect calling daily.

• Follow-up on ALL inbound leads and marketing-sourced leads within 24 hours of receipt in CRM.

• Follow-up calls for current prospects including continuously updating all prospects on Company product modifications, changes, and enhancements.

• Enhancing up-to-date knowledge on new products, procedures, services, and tools by attending departmental and training meetings.

• Maintaining professionalism, diplomacy, sensitivity, and tact to portray the Company in a positive manner.

• Effectively attending conferences and trade shows, where applicable.

• Using marketing data to maximize sales effectiveness and efficiency by using relevant sales management tools.

• Preparing reports for sales and marketing and maintaining accurate expense accounts.

• Updating and maintaining customer account records, including contact names and numbers for future sales.

• Providing product quotes to customers as needed.

• Aggressively following up on business opportunities.

• Regular (weekly or biweekly) 1:1 with your direct manager, and periodic pipeline updates with senior management.

What You'll Need to Succeed::

Minimum of a B.A./B.S. degree

Strong technical/software aptitude

5+ years successful experience in sales and account management.

Colibri Group welcomes applicants from all backgrounds and experiences, and we understand that not every candidate will meet every requirement listed in the job description. Research has shown that women and people of color may be less likely to apply to jobs unless they feel they meet every qualification, and we want to actively combat this bias in our hiring process. If you're excited about the role and believe you have the skills and experience to contribute to our team, we encourage you to apply, even if your background doesn't align perfectly with every qualification listed. We are committed to building a diverse and inclusive workplace, and we believe that diversity of perspectives and experiences is essential to our success. You may be just the right candidate for this role or another position within our organization. Don't hesitate to take the leap and apply today!