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Inside Sales Representative

Company: AAA

Location: Nationwide / Remote / Regional Offices

 

About the Role

AAA is hiring an Inside Sales Representative to support client growth in the financial services and insurance sector. This role focuses on engaging prospective clients, educating them about financial and insurance solutions, and helping senior advisors grow their portfolios.

 

What You’ll Do

· Reach out to potential clients through phone, email, and virtual meetings.

· Educate clients on financial and insurance products.

· Qualify leads and schedule appointments for senior advisors.

· Maintain accurate records in CRM systems.

· Support client onboarding and follow-up activities.

 

What You’ll Bring

· Bachelor’s degree in business, finance, or related field preferred.

· Excellent communication and relationship-building skills.

· Organized and detail-oriented with the ability to multitask.

· Previous customer service or internship experience is a plus.

· Interest in pursuing a career in financial services and insurance.

 

The Opportunity

· Competitive base salary plus performance-based incentives and bonuses.

· Access to comprehensive benefits including medical, dental, vision, and 401(k).

· Ongoing training and career development opportunities.

· Supportive team environment with mentorship from experienced professionals.