Sales Specialist

Company Description

Ultima Insurance helps individuals and businesses find reliable insurance solutions that protect what matters most. The company focuses on trusted coverage options, clear guidance, and responsive support to promote financial security and peace of mind. Team members work with modern tools and processes to deliver suitable insurance products and personalized service. Ultima Insurance values integrity, customer-centric thinking, and long-term relationships with clients. Role Description This full-time remote Sales Specialist role is responsible for identifying prospective clients, presenting insurance solutions, and managing the full sales cycle from initial contact to policy sign-up. The Sales Specialist conducts needs assessments, explains coverage options, prepares quotes, and follows up with leads to convert opportunities into sales. Daily work includes responding to inquiries, maintaining accurate records in the CRM system, coordinating with underwriting and support teams, and ensuring a positive client experience. The role also involves meeting sales targets, participating in virtual training and team meetings, and staying current on insurance products, industry trends, and company policies.

Qualifications

Candidates should possess strong Communication skills for clear presentations, active listening, and professional written and verbal interactions. Candidates should possess Customer Service skills to handle inquiries, resolve issues, and build long-term client relationships. Candidates should possess Sales skills, including prospecting, negotiation, and closing, with a focus on meeting or exceeding targets. Candidates should possess Training and Sales Management skills to support onboarding, coaching, and performance improvement for team members. Candidates should have basic proficiency with CRM tools and office software, along with solid organizational and time management abilities. Relevant experience in insurance, financial services, or consultative selling is preferred but not required. A high school diploma or equivalent is required; additional education or relevant certifications in insurance or sales are a plus. Ability to work independently in a remote setting while collaborating effectively with distributed teams.