Inside Sales Account Representative

📌 Core Information

🔹 Job Title: Inside Sales Account Representative

🔹 Company: Expert Seekers Training

🔹 Location: Provo, Utah, United States (Remote)

🔹 Job Type: Full-Time, 1099 Independent Contractor

🔹 Category: Sales

🔹 Date Posted: April 8, 2025

🔹 Experience Level: Entry-Level (0-2 years)

🔹 Remote Status: Remote (US only)

🚀 Job Overview

Key aspects of this role include:

• Building and maintaining client relationships through effective communication
• Conducting compelling product demonstrations online
• Achieving individual and team sales targets
• Clearly articulating product benefits to potential clients
• Guiding warm leads through the sales process
• Maintaining accurate records of all sales activities

ASSUMPTION: This role requires strong communication skills, sales acumen, and the ability to work independently from a remote location.

📋 Key Responsibilities

✅ Build and maintain client relationships through effective communication, offering financial products like Indexed Universal Life (IUL), annuities, life insurance, and more to individuals seeking further details.

✅ Conduct compelling product demonstrations online to potential clients.

✅ Achieve individual and team sales targets by consistently closing deals with warm leads.

✅ Clearly articulate product benefits to potential clients, highlighting the value proposition of each financial product.

✅ Guide warm leads through the sales process, ensuring a seamless and positive client experience.

✅ Maintain accurate records of all sales activities, including client interactions and sales documentation.

ASSUMPTION: This role requires strong organizational skills, attention to detail, and the ability to manage time effectively while working remotely.

🎯 Required Qualifications

Education: High school diploma or equivalent required. Bachelor's degree in a related field preferred.

Experience: 0-2 years of sales experience, preferably in a remote or inside sales environment.

Required Skills:

• Excellent communication skills, both written and verbal
• Strong relationship-building skills
• Proven self-motivation and ability to work independently
• Positive attitude and enthusiasm for sales environments
• Proficiency in using virtual presentation tools and CRM software

Preferred Skills:

• Experience with financial products and sales processes
• Familiarity with the insurance industry
• Bilingual or multilingual proficiency

ASSUMPTION: While experience in the insurance industry is not required, a willingness to learn and adapt to new products and sales processes is essential for success in this role.

💰 Compensation & Benefits

Salary Range: As a 1099 independent contractor, compensation is commission-based with uncapped earnings. The average annual income for an Inside Sales Account Representative in the United States is $60,000 - $80,000, with top performers earning significantly more.

Benefits:

• Comprehensive healthcare options
• Life insurance
• Performance-based bonuses
• Daily commission payouts
• Annual all-expenses-paid incentive trips

Working Hours: Full-time, with a flexible schedule and no mandatory office attendance. Typical hours are Monday-Friday, 9:00 AM - 5:00 PM, with the ability to adjust hours based on client needs and time zones.

ASSUMPTION: The provided salary range is an estimate based on industry standards and may vary depending on individual performance and market conditions.

📌 Applicant Insights

🔍 Company Context

Industry: Expert Seekers Training is a rapidly growing sales and training organization specializing in financial products, with a focus on Indexed Universal Life (IUL) insurance.

Company Size: With a team of over 100 employees and growing, Expert Seekers Training offers a dynamic and collaborative work environment.

Founded: Established in 2015, Expert Seekers Training has experienced significant growth and has been recognized as one of the fastest-growing companies in the United States by the Inc. 5000 for six consecutive years.

Company Description:

• Celebrated for its exceptional company culture, ranked highly on platforms like Entrepreneur Magazine, Glassdoor, and Indeed
• Committed to continuous growth and expansion, offering opportunities for professional development and career advancement
• Provides comprehensive training and ongoing mentorship through its online training platform

Company Specialties:

• Sales training and development
• Financial products and services
• Indexed Universal Life (IUL) insurance
• Remote work and team management

Company Website: http://expertseekerstraining.com

ASSUMPTION: Expert Seekers Training's focus on company culture and employee growth makes it an attractive option for driven and motivated individuals seeking a dynamic work environment.

📊 Role Analysis

Career Level: This role is an entry-level position, ideal for recent graduates or individuals with up to 2 years of sales experience looking to establish a career in financial sales.

Reporting Structure: Inside Sales Account Representatives report directly to the Sales Manager and work collaboratively with the sales team to achieve team sales targets.

Work Arrangement: This is a remote, 1099 independent contractor position, allowing for flexibility in work hours and location within the United States.

Growth Opportunities:

• Advancement to Senior Sales Representative or Sales Manager positions
• Expansion into other areas of the business, such as training and development or product management
• Increased earning potential through performance-based bonuses and commission structures

ASSUMPTION: With Expert Seekers Training's commitment to employee growth and development, there are ample opportunities for career advancement within the organization.

🌍 Location & Work Environment

Office Type: Remote work environment with no mandatory office attendance.

Office Location(s): Provo, Utah (headquarters), with remote team members across the United States.

Geographic Context:

• Provo, Utah, is located in the western United States, with a population of approximately 116,000 people
• The city offers a high quality of life, with a low cost of living compared to other major metropolitan areas
• Provo is home to Brigham Young University and has a vibrant, young professional community

Work Schedule: Full-time, with a flexible schedule and no mandatory office attendance. Typical hours are Monday-Friday, 9:00 AM - 5:00 PM, with the ability to adjust hours based on client needs and time zones.

ASSUMPTION: The remote work environment offers flexibility and convenience, allowing employees to balance their personal and professional lives more effectively.

💼 Interview & Application Insights

Typical Process:

• Initial phone or video screen to assess communication skills and cultural fit
• Virtual product presentation and sales role-play with the hiring manager
• Background check and reference verification for successful candidates
• Job offer and onboarding for selected applicants

Key Assessment Areas:

• Communication skills and ability to connect with clients
• Sales acumen and product knowledge
• Adaptability and ability to work independently in a remote environment
• Motivation and drive to succeed in a commission-based role

Application Tips:

• Highlight relevant sales experience and any experience with financial products in your resume
• Tailor your cover letter to demonstrate your enthusiasm for the role and commitment to the company's mission
• Prepare a compelling virtual product presentation and sales pitch for the interview process
• Be ready to discuss your long-term career goals and how this role fits into your professional development plan

ATS Keywords: Inside Sales, Account Representative, Financial Products, Indexed Universal Life, Sales, Client Relationships, Virtual Presentations, Commission-Based, Remote Work, 1099 Independent Contractor

ASSUMPTION: Expert Seekers Training's interview process is designed to assess candidates' communication skills, sales acumen, and cultural fit, ensuring a strong match between the selected applicant and the organization's values and goals.

🛠️ Tools & Technologies

• Virtual presentation tools (e.g., Zoom, GoToMeeting)
• CRM software (e.g., Salesforce, HubSpot)
• Communication platforms (e.g., Slack, Microsoft Teams)
• Product demonstration software (e.g., Loom, Vidyard)

ASSUMPTION: Familiarity with virtual presentation tools and CRM software is preferred, but not required. Expert Seekers Training provides comprehensive training and support to help new hires develop the necessary skills for success.

👔 Cultural Fit Considerations

Company Values:

• Exceptional Customer Service
• Continuous Learning and Growth
• Teamwork and Collaboration
• Integrity and Honesty
• Work-Life Balance

Work Style:

• Self-motivated and driven to succeed
• Strong communication skills and ability to connect with clients
• Adaptable and able to work independently in a remote environment
• Positive attitude and enthusiasm for sales environments
• Committed to ongoing learning and professional development

Self-Assessment Questions:

• Do you enjoy building and maintaining client relationships through effective communication?
• Are you comfortable working independently in a remote environment?
• Do you have a positive attitude and enthusiasm for sales environments?
• Are you committed to ongoing learning and professional development?

ASSUMPTION: Expert Seekers Training's company culture emphasizes exceptional customer service, continuous learning and growth, teamwork and collaboration, integrity and honesty, and work-life balance. Candidates who align with these values are more likely to succeed in the organization.

⚠️ Potential Challenges

• Working independently in a remote environment may require strong self-motivation and time management skills
• The commission-based compensation structure may present financial instability for some individuals
• The fast-paced and dynamic nature of the sales environment may be challenging for those who prefer a more structured work environment
• Working with warm leads may require strong objection handling and closing skills

ASSUMPTION: While these challenges exist, Expert Seekers Training provides comprehensive training and support to help new hires develop the necessary skills to overcome these obstacles and succeed in their role.

📈 Similar Roles Comparison

• Unlike traditional outside sales roles, this position does not require travel or in-person client meetings
• Compared to other inside sales roles, this position offers a higher earning potential through uncapped commission structures
• Career paths within Expert Seekers Training may include advancement to Senior Sales Representative or Sales Manager positions, as well as expansion into other areas of the business

ASSUMPTION: This role offers unique benefits and challenges compared to other sales positions, making it an attractive option for individuals seeking a dynamic and flexible work environment.

📝 Sample Projects

• Develop and deliver a compelling virtual product presentation to potential clients, highlighting the benefits of Indexed Universal Life (IUL) insurance
• Guide a warm lead through the sales process, addressing objections and closing the deal
• Maintain accurate sales records and documentation, ensuring compliance with company policies and regulations

ASSUMPTION: These sample projects provide a glimpse into the day-to-day responsibilities and tasks associated with the Inside Sales Account Representative role at Expert Seekers Training.

❓ Key Questions to Ask During Interview

• Can you describe the typical sales process for an Inside Sales Account Representative?
• How does the company support the growth and development of its sales team members?
• What are the key qualities you look for in an ideal candidate for this role?
• How does the company measure success and performance for Inside Sales Account Representatives?
• What opportunities exist for career advancement within the organization?

ASSUMPTION: Asking thoughtful and insightful questions during the interview process demonstrates a candidate's interest in the role and commitment to the organization's success.

📌 Next Steps for Applicants

To apply for this position:

• Submit your application through this link
• Tailor your resume to highlight relevant sales experience and any experience with financial products
• Write a compelling cover letter that demonstrates your enthusiasm for the role and commitment to the company's mission
• Prepare a virtual product presentation and sales pitch for the interview process
• Follow up with the hiring manager one week after submitting your application to express your continued interest in the position

⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.