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Inside Sales – Financial Services

  • Location: Cincinnati, OH
  • Type: Questpro - Contingent
  • Job #19493

Inside Sales – Financial Services
Full-time, professional

Questpro is excited to be partnering with a 100+ year old Fortune 500 company to help them hire the next generation of Inside Sales professionals. This is an AMAZING opportunity to get the experience, training and licenses needed to get your start in the lucrative world of Financial Services Sales (Insurance, Mutual Funds, Investments).

This is not cold calling!
You will call on existing customers or people who have specifically asked to receive a call or information about these financial products. You will also help with customer questions, reviewing policies, etc.

We are looking for motivated individual with at least 1 year of inside sales experience or Call Center experience. Recent college graduates with a degree in Sales or Marketing and who want to be in professional sales will also be considered. You bring the desire and work ethic, and we will provide you with everything else you need to be successful. Sound good?!

Responsibilities include:
– Learn and master Insurance and Financial Services products
– Make recommendations based on customer needs and suitability
– Cross sell other products as needed
– Build relationships and provide outstanding customer service
– Conduct customer needs analysis
– Proactively look for new sales opportunities
– Make recommendations for improvements with management
– Using the CRM/System (SalesForce)
– Reporting on your activity and results

Requirements include:
– Prefer at least 1 year of inside sales experience (not required)
– Prefer experience working in a call center in sales or customer svc
– Desire to be in sales, motivated by sales and commissions!
– Ability to be coached and trained by industry veterans
– Strong communication skills, verbal and written
– Strong sense of customer service and doing the right thing
– Excellent relationship building skills
– Desire to be in a fun, fast paced environment
– Ability to pass Life and Health license w/in 45 days of hire
This job will train you for higher level positions in the industry such as Wholesaler, Internal Wholesaler and External Wholesaler or other non-sales roles in Customer Services and Operations.

Our client is offering outstanding pay and benefits which include a true base salary (not a draw), bonus/commission opportunity, fortune 500 company benefits (401k AND pension), best in class training and coaching and the opportunity to advance your career as far as you would like to take it.

If you would like to be considered for this exciting opportunity, then please email your resume to Jason Keck at

Our client is an equal opportunity employer. You will need to complete a successful background check and drug screen to join the company.

See all current openings at

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