Join to apply for the
Outbound Sales Agent
role at
Risk & Insurance Education Alliance .
Work Type:
Remote but must live near the Austin Area (5% in-office)
Work Schedule:
Monday – Friday 8:00am-5:00pm
Reports To:
Client Services Supervisor
Company Description For years, most people didn’t understand risk, insurance, or the policies themselves. Yet, back in 1969, a small group of Texas independent agents knew the truth: with a structured curriculum and practical, real-life education beyond theory, they could ignite an entire industry of skilled professionals. Together with University of Texas educators, these pioneering agents formed the industry’s first nonprofit training and CE credit resource. Along the way, we’ve built a genuine community of professionals who succeed and thrive. For decades, we’ve impacted millions of professionals with our practical education. Like us, they’re dedicated to lifelong learning and collaboration. Our participants understand their career potential and gain a real workplace advantage. Today, our education and networks continue to evolve and expand. We are trusted to lead the risk management and insurance industry through change. The Risk & Insurance Education Alliance ensures no one must go it alone. We’ve made success a group activity.
Mission We are committed to creating professionals through practical education and technical guidance to lead the risk management and insurance industry of the future, for the common good.
Vision Empowering a confident, professional community to shape tomorrow's risk and insurance industry.
Core Values The educational programs and research conducted by The Risk & Insurance Education Alliance were built on a foundation of
Innovation, Imagination, Integrity, and Inspiration . These qualities commit us to act responsibly, to be accountable for our actions, to fulfil our obligations, and to inspire others with our relentless determination to achieve a standard of excellence in every endeavor.
Benefits
16 Paid Holidays – Closed the week between Christmas Eve and New Years Day
Flexible Spending Account & Health Savings Account
Employee Assistance Program
Company Paid Long Term Disability
Company Paid Life Insurance
Vacation, Sick, Birthday, & Volunteering Paid Time Off
Employee Referral Program
Company Happy Hours
Medical insurance
Vision insurance
401(k)
Paid maternity leave
Position Description The Outbound Sales Agent serves as the first point of contact for potential and existing clients, focusing on outreach, relationship building, lead generation and sales growth. This role involves engaging with leads through cold calls, agency outreach, and follow-ups to promote our products and services. The ideal candidate is a persuasive communicator with a customer-first mindset who thrives on building lasting connections while achieving measurable sales results. In support of the Corporate Solutions Team, they manage client inquiries by phone, email, or online to maintain client records and address client complaints.
Key Responsibilities
Proactively engage in outbound outreach to new prospects, agencies, and existing clients to introduce products and services, generate qualified leads, and drive new sales opportunities.
Identify, qualify, and nurture potential leads while maintaining a strong sales pipeline and consistent follow-up.
Develop and maintain strong, long-term client relationships through consistent outreach, professional communication, and exceptional customer service.
Conduct targeted outreach to partner agencies and businesses to expand the company’s reach and identify new collaboration opportunities.
Address inquiries, resolve concerns efficiently, and provide accurate information about products and services as well as client participation to ensure client satisfaction.
Consistently meet or exceed weekly and monthly performance goals, including call volume, lead conversion, and customer engagement targets.
Maintain accurate records of all interactions, leads, and transactions in the CRM system to ensure data integrity and follow-up efficiency.
Work with internal teams to elevate complex client issues, share client feedback, and contribute to continuous process and product improvement.
Stay informed on all company products, services, and industry trends to confidently educate clients and recommend solutions that fit their needs.
Understand internal processes and work collectively with the team to ensure they are precise and accurate.
Other duties as assigned.
Requirements
High school diploma or equivalent (GED) required; associate’s or bachelor’s degree in Business, Marketing, Communications, or a related field preferred.
2+ years of experience in an outbound sales, telemarketing, or business development role with a proven record of achieving or exceeding sales targets.
Proven success in prospecting, lead generation, or outbound sales with the ability to meet or exceed performance goals.
Strong persuasion, negotiation, and objection-handling skills with a customer-focused mindset.
Demonstrated ability to manage a high volume of calls while maintaining professionalism, accuracy, and attention to detail.
Strong verbal and written communication skills with the ability to tailor messages to various audiences and build rapport quickly.
Experience using CRM systems (Dynamics 365 preferred) and basic proficiency with Microsoft Office Suite.
Experience working with sales metrics, KPIs, and performance dashboards to track progress and optimize results.
Ability to work independently and manage time effectively in a hybrid work environment, balancing multiple priorities and deadlines.
Track record of resolving customer inquiries and issues with professionalism and a positive attitude across phone, email, and chat channels.
Bilingual (Spanish/English) skills are a plus.
Seniority level
Entry level
Employment type
Full-time
Job function
Customer Service and Sales
Industries
Insurance
#J-18808-Ljbffr
Outbound Sales Agent
role at
Risk & Insurance Education Alliance .
Work Type:
Remote but must live near the Austin Area (5% in-office)
Work Schedule:
Monday – Friday 8:00am-5:00pm
Reports To:
Client Services Supervisor
Company Description For years, most people didn’t understand risk, insurance, or the policies themselves. Yet, back in 1969, a small group of Texas independent agents knew the truth: with a structured curriculum and practical, real-life education beyond theory, they could ignite an entire industry of skilled professionals. Together with University of Texas educators, these pioneering agents formed the industry’s first nonprofit training and CE credit resource. Along the way, we’ve built a genuine community of professionals who succeed and thrive. For decades, we’ve impacted millions of professionals with our practical education. Like us, they’re dedicated to lifelong learning and collaboration. Our participants understand their career potential and gain a real workplace advantage. Today, our education and networks continue to evolve and expand. We are trusted to lead the risk management and insurance industry through change. The Risk & Insurance Education Alliance ensures no one must go it alone. We’ve made success a group activity.
Mission We are committed to creating professionals through practical education and technical guidance to lead the risk management and insurance industry of the future, for the common good.
Vision Empowering a confident, professional community to shape tomorrow's risk and insurance industry.
Core Values The educational programs and research conducted by The Risk & Insurance Education Alliance were built on a foundation of
Innovation, Imagination, Integrity, and Inspiration . These qualities commit us to act responsibly, to be accountable for our actions, to fulfil our obligations, and to inspire others with our relentless determination to achieve a standard of excellence in every endeavor.
Benefits
16 Paid Holidays – Closed the week between Christmas Eve and New Years Day
Flexible Spending Account & Health Savings Account
Employee Assistance Program
Company Paid Long Term Disability
Company Paid Life Insurance
Vacation, Sick, Birthday, & Volunteering Paid Time Off
Employee Referral Program
Company Happy Hours
Medical insurance
Vision insurance
401(k)
Paid maternity leave
Position Description The Outbound Sales Agent serves as the first point of contact for potential and existing clients, focusing on outreach, relationship building, lead generation and sales growth. This role involves engaging with leads through cold calls, agency outreach, and follow-ups to promote our products and services. The ideal candidate is a persuasive communicator with a customer-first mindset who thrives on building lasting connections while achieving measurable sales results. In support of the Corporate Solutions Team, they manage client inquiries by phone, email, or online to maintain client records and address client complaints.
Key Responsibilities
Proactively engage in outbound outreach to new prospects, agencies, and existing clients to introduce products and services, generate qualified leads, and drive new sales opportunities.
Identify, qualify, and nurture potential leads while maintaining a strong sales pipeline and consistent follow-up.
Develop and maintain strong, long-term client relationships through consistent outreach, professional communication, and exceptional customer service.
Conduct targeted outreach to partner agencies and businesses to expand the company’s reach and identify new collaboration opportunities.
Address inquiries, resolve concerns efficiently, and provide accurate information about products and services as well as client participation to ensure client satisfaction.
Consistently meet or exceed weekly and monthly performance goals, including call volume, lead conversion, and customer engagement targets.
Maintain accurate records of all interactions, leads, and transactions in the CRM system to ensure data integrity and follow-up efficiency.
Work with internal teams to elevate complex client issues, share client feedback, and contribute to continuous process and product improvement.
Stay informed on all company products, services, and industry trends to confidently educate clients and recommend solutions that fit their needs.
Understand internal processes and work collectively with the team to ensure they are precise and accurate.
Other duties as assigned.
Requirements
High school diploma or equivalent (GED) required; associate’s or bachelor’s degree in Business, Marketing, Communications, or a related field preferred.
2+ years of experience in an outbound sales, telemarketing, or business development role with a proven record of achieving or exceeding sales targets.
Proven success in prospecting, lead generation, or outbound sales with the ability to meet or exceed performance goals.
Strong persuasion, negotiation, and objection-handling skills with a customer-focused mindset.
Demonstrated ability to manage a high volume of calls while maintaining professionalism, accuracy, and attention to detail.
Strong verbal and written communication skills with the ability to tailor messages to various audiences and build rapport quickly.
Experience using CRM systems (Dynamics 365 preferred) and basic proficiency with Microsoft Office Suite.
Experience working with sales metrics, KPIs, and performance dashboards to track progress and optimize results.
Ability to work independently and manage time effectively in a hybrid work environment, balancing multiple priorities and deadlines.
Track record of resolving customer inquiries and issues with professionalism and a positive attitude across phone, email, and chat channels.
Bilingual (Spanish/English) skills are a plus.
Seniority level
Entry level
Employment type
Full-time
Job function
Customer Service and Sales
Industries
Insurance
#J-18808-Ljbffr