Sales Assistant 2 – 15953813812


Position : Sales Assistant

Work Hours : 9 AM – 6 PM PST/12 AM – 9 AM Phil. time

Pay Range : $800 – $1200 per month

Duties and Responsibilities:

Provide sales support to the sales staff as assigned.

• Proactively manage quote activity and broker processes. Serve as a liaison for sales staff, brokers, and home office business partners.

• Review RFPs from brokers, consultants, and agents. Prepare proposals and forward to stakeholders.

• Follow-up on requests to ensure timely responses

• Prospect and hunt for the right contacts at targeted companies

• Generate interest through outbound email and phone campaigns

• Follow up with relevant messaging based on a targeted segment

• Pre-screening sales leads and sharing information with a member of the sales team for follow-up

• Answering a combination of phone calls, emails, and online chat messages to provide initial support to customers

• Processing sales orders accurately and completely

• Gathering sales quotes

• Creating sales reports to share with executive leadership and senior members of the sales team

• Adhering to the procedures and guidelines of the company

• Staying up to date with emerging trends, available merchandise, and new products that the company will offer to clients and customers


  • 2 years + of insurance experience is a plus
  • Working knowledge of Microsoft Office suite of products.
  • Has experience using Hubspot.
  • Ability to navigate multiple computer systems and applications. Utilize search tools to find information.
  • Analytical ability with high attention to detail and accuracy.
  • Strong verbal, written, and interpersonal communication skills.
  • Strong organizational, multi-tasking, and prioritizing skills.
  • Ability to work effectively in a team environment and across all organizational levels.
  • Ability to be flexible and adaptable to changing priorities and deadlines
  • Proven experience as an assistant working remotely or relevant role
  • Excellent phone, email, and instant messaging communication skills