Virtual Sales Assisstant

Lead Generation & Prospecting

● Make a high volume of outbound calls daily to new leads provided by the agency.

● Qualify prospects by gathering essential information and confirming interest.

● Complete quotes in Apex (per agency process) before handoff.

● Schedule appointments or live-transfer qualified prospects to licensed agents for closing.

● Maintain detailed notes on all leads in the CRM/AMS.

Winbacks & Retention

● Call past clients who have canceled or lapsed policies to win them back.

● Present updated quotes, discounts, or new product offerings that may better fit their needs.

● Proactively reach out to at-risk clients to prevent cancellations.

● Build rapport and highlight the benefits of returning to or staying with the agency.

Cross-Selling & Upselling

● Review client files to identify opportunities for additional lines (Auto, Home, Life, Renters, Umbrella, Business, etc.).

● Call existing clients to cross-sell and upsell policies that complement their current coverage.

● Educate clients on bundled discounts and value-added services.

● Track cross-sell opportunities and report conversions.

Driving New Business

● Execute outbound calling campaigns to generate new business opportunities.

● Send follow-up emails/texts to leads after initial calls.

● Manage lead pipelines and ensure timely follow-ups to maximize conversion.

● Consistently hit daily/weekly targets for quotes generated, appointments set, and sales closed (by licensed producers).

Client Relationship Management

● Provide excellent customer service during every interaction to build trust.

● Document all calls, appointments, and outcomes in the CRM/AMS.

● Maintain an organized system for lead follow-ups, winbacks, and cross-sell campaigns.

● Support licensed agents by preparing quote summaries and application paperwork as needed.

Performance & Reporting

● Meet or exceed daily call and conversion targets (calls, quotes, transfers, appointments).

● Track and report weekly performance: leads contacted, quotes completed, transfers made, winbacks secured, and cross-sell success.

● Collaborate with management to refine sales scripts, objection-handling, and the transfer process

Job Type: Full-time

Experience:

• Sales: 3 years (Preferred)
• Lead generation: 3 years (Preferred)

Language:

• English (Preferred)

Shift availability:

• Night Shift (Preferred)

Work Location: In person