Inside Sales Agent

Reporting Line: Business Development Sales Manager

The Inside Sales Agent role is the launchpad of Allianz Trade’s next generation of sales leaders. This position is designed for candidates who want to build a long-term career in credit insurance sales, thrive in a high-performance culture, and are prepared to take full ownership of their development. The Inside Sales Agent is not an entry-level task role but a first step in the Year-1 Agent journey, intentionally structured to develop disciplined, knowledgeable, and revenue-producing agents who can confidently operate in the field within 6–12 months.

Key Responsibilities and Duties

• Conduct daily outbound cold outreach to prospective businesses to generate new appointments.
• Convert marketing-generated leads into qualified discovery meetings.
• Research company details, industry trends, and financial indicators to prepare for calls.
• Clearly communicate the Allianz Trade value proposition to engage and qualify prospects with high-level business owners and decision makers.
• Maintain a consistent pipeline of appointments within assigned, licensed region.
• Document all outreach, interactions, and outcomes in Salesforce with accuracy and consistency.
• Implement strategic prospecting and targeting techniques to improve personal results.
• Utilize LinkedIn Sales Navigator, ZoomInfo, IRP, and other prospecting tools to identify and engage target companies.
• Collaborate with Inside Sales Agents and the Direct Sales Force team members to align outreach with regional objectives.
• Meet or exceed weekly and monthly KPIs related to outreach volume, appointments set, and conversion quality.
• Provide innovative and strategic ideas that help drive sales growth. 

Required Qualifications and Skills

• Ability to secure and maintain the required state insurance license within 60 days of hire or promotion.
• Strong verbal and written communication skills.
• Ability to perform consistent outreach in a structured, KPI-driven environment.
• Coachable, responsive to feedback, and able to adopt new processes quickly.
• Professionalism, resilience, and comfort handling objections.
• Data analysis and analytical skills.
• Proficiency with Microsoft Office Suite (Outlook, Excel, Word, PowerPoint).
• Familiarity with LinkedIn Sales Navigator, ZoomInfo, or similar prospecting tools.
• Associate’s or Bachelor’s degree preferred or equivalent professional experience.
• Exposure to insurance, financial services, or B2B environments; 2-3 years preferred.