Outbound Sales Agent

Join to apply for the Outbound Sales Agent role at Risk & Insurance Education Alliance
.

Work Type: Remote but must live near the Austin Area (5% in-office)

Work Schedule: Monday – Friday 8:00am-5:00pm

Reports To: Client Services Supervisor

For years, most people didn’t understand risk, insurance, or the policies themselves. Yet, back in 1969, a small group of Texas independent agents knew the truth: with a structured curriculum and practical, real-life education beyond theory, they could ignite an entire industry of skilled professionals. Together with University of Texas educators, these pioneering agents formed the industry’s first nonprofit training and CE credit resource.

Along the way, we’ve built a genuine community of professionals who succeed and thrive. For decades, we’ve impacted millions of professionals with our practical education. Like us, they’re dedicated to lifelong learning and collaboration. Our participants understand their career potential and gain a real workplace advantage. Today, our education and networks continue to evolve and expand. We are trusted to lead the risk management and insurance industry through change.

The Risk & Insurance Education Alliance ensures no one must go it alone. We’ve made success a group activity.

We are committed to creating professionals through practical education and technical guidance to lead the risk management and insurance industry of the future, for the common good.

Empowering a confident, professional community to shape tomorrow's risk and insurance industry.

The educational programs and research conducted by The Risk & Insurance Education Alliance were built on a foundation of Innovation, Imagination, Integrity, and Inspiration
. These qualities commit us to act responsibly, to be accountable for our actions, to fulfil our obligations, and to inspire others with our relentless determination to achieve a standard of excellence in every endeavor.

• 16 Paid Holidays – Closed the week between Christmas Eve and New Years Day
• Flexible Spending Account & Health Savings Account
• Employee Assistance Program
• Company Paid Long Term Disability
• Company Paid Life Insurance
• Vacation, Sick, Birthday, & Volunteering Paid Time Off
• Employee Referral Program
• Company Happy Hours
• Medical insurance
• Vision insurance
• 401(k)
• Paid maternity leave

The Outbound Sales Agent serves as the first point of contact for potential and existing clients, focusing on outreach, relationship building, lead generation and sales growth. This role involves engaging with leads through cold calls, agency outreach, and follow-ups to promote our products and services. The ideal candidate is a persuasive communicator with a customer-first mindset who thrives on building lasting connections while achieving measurable sales results.

In support of the Corporate Solutions Team, they manage client inquiries by phone, email, or online to maintain client records and address client complaints.

• Proactively engage in outbound outreach to new prospects, agencies, and existing clients to introduce products and services, generate qualified leads, and drive new sales opportunities.
• Identify, qualify, and nurture potential leads while maintaining a strong sales pipeline and consistent follow-up.
• Develop and maintain strong, long-term client relationships through consistent outreach, professional communication, and exceptional customer service.
• Conduct targeted outreach to partner agencies and businesses to expand the company’s reach and identify new collaboration opportunities.
• Address inquiries, resolve concerns efficiently, and provide accurate information about products and services as well as client participation to ensure client satisfaction.
• Consistently meet or exceed weekly and monthly performance goals, including call volume, lead conversion, and customer engagement targets.
• Maintain accurate records of all interactions, leads, and transactions in the CRM system to ensure data integrity and follow-up efficiency.
• Work with internal teams to elevate complex client issues, share client feedback, and contribute to continuous…