Senior Sales Consultant – Inside Sales
Posted 2
views
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, relationship-focused, and results-driven Inside Sales Representative to help accelerate the growth of our PFML business. In this role, you'll partner closely with brokers and producers across both the employee benefits and property & casualty (P&C) markets to identify opportunities, drive new business, and deliver exceptional sales support throughout the buying process.
The ideal candidate thrives in a fast-paced, high-activity sales environment, understands the broker distribution model, and is energized by building relationships, creating opportunities, and delivering results. You'll work cross-functionally to ensure brokers receive accurate, competitive quotes and have the tools and knowledge needed to successfully position our products in the marketplace.
Essential Job Duties & Responsibilities
-
Source new sales opportunities through brokers, producers, and prospects to develop and actively manage a robust pipeline of PFML opportunities.
-
Proactively generate new opportunities through a minimum of 30 daily outbound outreach activities, including phone calls, email campaigns, and virtual meetings.
-
Conduct virtual webinars and educational sessions for brokers and company-sponsored audiences as needed.
-
Build and maintain strong relationships with employee benefits and P&C producers, guiding them through our products, underwriting requirements, and sales process.
-
Achieve personal and team sales goals by securing new business opportunities and positioning company offerings within established profitability guidelines.
-
Review and qualify RFPs, ensuring all necessary information is collected for timely and accurate quoting.
-
Coordinate with a Sales Support Specialist to ensure seamless proposal delivery, broker communication, and follow-up activities.
-
Drive quote-to-close conversion through proactive follow-up and ongoing broker engagement.
-
Collaborate closely with Underwriting to provide complete and accurate information that supports competitive and timely proposals.
-
Partner with external sales counterparts to maximize market coverage and deliver a coordinated broker experience.
-
Ensure flawless new business submissions are provided to Underwriting to support expedited review and approval.
-
Educate broker partners on PFML legislation, product features, and market positioning to increase product adoption and sales effectiveness.
-
Utilize CRM, sales intelligence, and market data tools to identify opportunities, prioritize broker engagement, and strengthen pipeline development.
-
Maintain accurate and up-to-date records in Salesforce, including pipeline activity, broker notes, call logs, and opportunity status.
-
Monitor state-specific PFML regulatory updates to support accurate product positioning and compliance.
-
Required Skills & Abilities
-
Strong phone presence and experience making a high volume of outbound sales calls.
-
Strong knowledge of insurance products and the competitive marketplace.
-
Experience working with Salesforce.com or similar CRM platforms.
-
Excellent verbal and written communication skills.
-
Strong listening, presentation, and relationship-building skills.
-
Ability to multitask, prioritize, and manage time effectively in a fast-paced sales environment.
-
Self-motivated with a proven ability to communicate effectively with brokers, producers, and employers.
-
Ability to understand customer business challenges and position solutions effectively.
-
Goal-oriented with a strong drive to achieve and exceed sales objectives.
Education & Experience Required
-
Bachelor's Degree or equivalent work experience required.
-
5+ years of insurance sales experience, preferably within employee benefits.
-
Active Life & Health License required.
#LI-VD1
IND123
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 eric.hess@protective.com. 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.
Skills
As published by lever · 19 questions · 1 written answer
Basics
Resume/CV, Full name, Email, Phone, Current location, Current company, LinkedIn URL, GitHub URL, Portfolio/video resume URL, Other website
Short answers (4)
- Where do you reside (city & state)?
- How many years of insurance sales experience do you have and what products have you sold?
- How many outbound sales activities (calls, emails, meetings) did you average per day in your most recent sales role?
- What is your target compensation (salary and bonus)?
Pick from a list (14)
- Do you currently hold an active Life & Health Insurance License?
- Do you have experience selling employee benefits products?
- Have you worked directly with brokers, producers, or agency partners to generate new business?
- Do you have experience managing opportunities and pipeline activity in Salesforce or another CRM?
- Have you been responsible for achieving a sales quota or revenue target?
- Do you have experience reviewing RFPs and coordinating with underwriting or proposal teams?
- Have you conducted webinars, broker trainings, or client presentations?
- Are you comfortable working in a high-volume outbound sales environment with a goal of 30+ outreach activities per day?
- Do you have a distraction free workspace and consistent access to internet with speeds of 10 Mbps for downloads and 5-10 Mbps for uploads? (you can check it here https://www.att.com/support/speedtest/) optional
- As part of any recruiting and hiring process, Protective collects and processes personal information relating to job applicants. The Company is committed to being transparent about how it collects and uses that information and to meeting its information protection obligations. In the recruitment and hiring process the “personal information” we collect includes: General Identifying and Contact Information (e.g., name, mailing address, phone number, email address), Employment History Information, Education History Information. Please be aware that the personal information you provide during the application process may be shared internally with employees of Protective as well as our designated third-party vendors for the purposes of the recruitment and hiring process, including contacting you regarding your application and assessing your qualifications for job openings with Protective. California applicants should review the state-specific notice provided in accordance with the California Privacy Rights Act. By clicking “Consent” below you understand and freely give your consent to Protective and our designated third-party vendors collecting and processing your personal information relating to your potential employment with Protective. Applicant Notice - California: As part of Protective’s commitment to transparency related to personal information, and in order to comply with the California Privacy Rights Act (“CPRA”), we are providing you with this disclosure regarding the categories of personal information we may collect from you and the purposes for which that information may be used. Information We Collect: In the recruitment and hiring process the categories of “personal information” we collect include: General Identifying and Contact Information (e.g., name, mailing address, phone number, email address), Employment History Information, Education History Information. Use of Personal Information: The personal information we collect during the application process is used to assess your qualifications for the purposes of the recruitment and hiring process, including contacting your regarding your application and assessing your qualifications for job openings with Protective. The personal information you provide will not be “sold to” or “shared with” a third-party as those terms are defined by the CPRA. The Company will not collect additional categories of personal information or use the personal information we collect for materially different, unrelated, or incompatible purposes without providing you notice. Retention of Information: Each of the categories of information you provide are subject to our internal policies on retaining employee and applicant information. These policies are based on applicable legal retention requirements for retaining personal information of applicants and/or employees. As part of our internal policies, we have a process in place to determine when this information is no longer needed and can be disposed of in a secure manner. Additional Information: For more information on your rights under the CPRA, please see the Company’s California Privacy Rights Act Policy. optional
- Are you legally authorized to work in the United States?
- Do you now, or will you in the future, require immigration sponsorship for work authorization (e.g., H-1B)?
- Have you ever been employed with Protective or one of its affiliates?
- How did you hear about this opportunity? optional
Written answers (1)
- Do you have any family members who are employed with Protective?