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Inside Sales Representative

Whiteboard Risk & Insurance Solutions · Remote
RemoteFull-timeFinance & InsuranceEntry Level$50,000–$70,000/yr
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About the Inside Sale Representative role

Inside Sale Representative positions focus on delivering results in their domain. This page aggregates open Inside Sale Representative roles and what employers typically expect.

**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 incentives **Responsibilities:** - 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 brokers **Qualifications:** - **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 plus **Total Compensation:** $50,000 - $70,000 yearly **About 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

Salary estimate

$50,000 – $70,000/yr
Provided by the employer.

Skills for this role

ExcelSalesforceSalesCommunication

Resume tips for Inside Sale Representative applicants

Interview preparation

Prepare concrete STAR-format stories that show Inside Sale Representative outcomes you drove.

Research the employer's product and recent news before the interview.

Be ready to explain how you'd approach a typical Inside Sale Representative problem end to end.

Have thoughtful questions ready about the team, tools and success metrics.

About Whiteboard Risk & Insurance Solutions

Whiteboard Risk & Insurance Solutions is actively hiring on Jobedly. Explore their open roles and what it's like to work there.

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