Sales Agent

Description: A US-based PEO and workers' compensation insurance services firm is looking for a Sales Agent to contact leads, discover their needs, and schedule appointments with the Senior representatives and Closers of the sales team. Your job will be to convert every conversation into a real opportunity, supported by a CRM and an approved script. You will work in person at the Worx1 HR offices in Medellín (Aguacatala), with the possibility of growth through clear goals and commissions.

Responsibilities

• Call incoming leads, inactive lead lists (IDLE), and web form leads, following the approved appointment scheduling script.
• Schedule and confirm appointments for Senior representatives or Closers, confirming the prospect's attendance.
• Filter and qualify leads against class code restrictions, perform telephone discovery, and record risk points in the CRM.
• Collect and organize the digital information necessary for underwriting preparation.
• Perform consultative analysis and support the design of proposals and business structuring, including virtual presentations via screen sharing.
• Manage the daily follow-up queue in the CRM and launch reactivation campaigns via telephone and email before prospects' policies expire.
• Document call notes and records in GoHighLevel (GHL).
• Support channel management and report preparation.
• Handle telephone calls.
• Agenda and calendar management.
• Payment follow-up and management.

Tools

Indispensable:

• GoHighLevel (GHL) CRM, the center of commercial activity

Preferred:

• Google Workspace (Google Meet, Gmail, Drive, and Sheets)
• State agency websites and workers' compensation rating bureaus (e.g., NCCI)

Requirements

• Availability to work in person in Medellín (Aguacatala)
• Availability for the Monday to Friday schedule, 7:00 AM - 4:00 PM (Eastern Time, ET)
• C1 English, written and spoken, for direct and constant communication with US prospects.
• Ability to sustain a high daily volume of calls
• Experience in telephone sales, appointment scheduling, or insurance/PEO services is valued
• CRM management (GoHighLevel or similar) is valued
• Academic profile: Marketing, Communication, Business Administration, International Business, or related careers.

-Requirements-

• Minimum education: University / Professional Degree
• years of experience
• Age: between 18 and 35 years old
• Keywords: ventas, cambaceo, sales, demostrador, feriante, viajante, agent, representative, agente, representante