The Sales System Consultant is a full time temporary role with a duration of around 3-6 months. In addition, this position is fully remote.

Responsibilities

• Be the "Expert User" of the existing sales/workflow system - being able to use the system just as the full-time sales team does
• Be able to help guide, train, and communicate the most efficient ways to use the system to aid the sales team
• Participate in business process discussion and solution road-mapping with customers and prospects
• Make creative product and solution recommendations to satisfy the customer and prospect's business and technical objectives
• Presenting and working closely with Sales Directors
• Act as business owner of sales/service system
• Lead the contribution to prospect data acquisition, list creations, campaigning, and mining process
• Understand the cold calling model; as well as the submission, quote, bind process working with insurance carrier/marketing team
• Serve as bridge between Sales and IT

Required Experience

• 5+ CRM experience
• Insurance related experience required
• 3+ years of experience in Sales related role
• Business acumen with strong verbal and written skills
• BA/BS equivalent
• MS Dynamics, Salesforce, or other commercial sales system experience required