Role Description As a Sr. Inside Sales Associate on the Client Discovery team, you’ll play a pivotal role by engaging with prospective clients through a consultative needs-based dialogue that generates enthusiasm to meet with our industry-leading financial planners. Using an assigned book of leads generated by our marketing department and partners, you’ll provide a best-in-class experience that builds value in EFE’s Wealth Management services. In addition to an earnest desire to help people, we are looking for the ideal candidate to complement the team’s existing talents. For this Sr. Inside Sales Associate role, we are seeking a candidate with excellent interpersonal and communication skills to help clearly articulate and personalize EFE’s differentiators to drive lead conversion. If you are goal-oriented, persuasive, confident, with a strong desire to be a top performer, and able to build strong prospective client relationships, this may be an opportunity for you! - Effectively engages prospects in exploratory dialogue to identify needs/wants and value expectations to support the achievement of prospects’ objectives. - Applies knowledge of EFE’s Financial Planning capabilities to promote products and services (retirement planning, investments, estate planning, insurance, and tax planning) to convey how EFE financial planners could potentially address their needs. - Accurately assess prospect’s needs and build a prospect profile to identify the right tier/treatment based on defined assignment criteria, while collecting and recording crucial client information for Planners. - Support marketing strategies to attract, convert, and retain new clients; provide insights/feedback to business partners on prospects’ desires, needs, and areas of concern. - Communicate effectively both verbally and in writing with Planners and other internal partners to share information about the prospect’s interaction. Qualifications - 5+ years in a sales-based contact center environment; experience in financial services is a plus. - Proven ability to drive strong results from an assigned book of leads. - Strong interpersonal/communication skills and experience using emotional intelligence. - Passionate about proactively seeking coaching & development opportunities. - Previous financial license or desire to obtain a license is a bonus. - Bachelor’s Degree preferred. Requirements - The expected total compensation range for this role nationally is $120,000 to $140,000. - Final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. - This role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions. Benefits Your recruiter can share more about the specific benefits eligible for this role during the hiring process. Company Description Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. - Recognized by Barron’s as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30). - Support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets. - Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. - Every client’s situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.

Role Description The Inside Sales (Inbound) Representatives primary function is to answer inbound calls from existing and potential First American customers. The representatives must clearly, accurately, professionally and consistently answer questions, take every opportunity to sell and up sell, enter renewal and new Direct to Consumer contracts into FALCON and document each call. Essential Functions - Mentor and coach team members on sales pitches and processes - Support supervisor with managing and coaching staff - Participate in training and nesting in order to prepare staff for job duties - Act as a subject matter expert (SME) to assist with development of technical requirements and testing of tools and applications - Handle escalated issues/calls and assist with customer follow-up - Work with support staff to produce reporting - Troubleshoot inbound calls from existing customers and redirect calls to proper departments as required - Process various contractual changes, such as renewals, new contracts, option ads, drops contract exclusions, cancellations and credit card updates - May backup sales staff by answering calls from inquiring homeowners, existing customers, agents, brokers and title/escrow customers - Keep abreast of industry, contract coverage and limits, process and procedures - Support supervisors in their management and coaching of staff Job Complexities - Perform work that is varied and that may be somewhat difficult in character, but usually involves limited responsibility. Some evaluation, originality or ingenuity is required Supervision Received or Extended - No supervision of others Impact - Works under general supervision following work procedures and guidelines - Requests or issues that are not general in nature are referred to Supervisor or Manager Knowledge and Skills/Technology Used - Strong understanding and practical experience of all facets of the Home warranty sales functions - Exceptional customer service skills - Excellent oral, written communication and listening skills - Ability to clearly and effectively communicate to both external and internal customers - Excellent organizational skills (Multi-tasking, prioritizing and follow up) - Demonstration of teamwork skills and initiative required - Ability to work under pressure and remain flexible to changing schedules and demands - Ability to apply common sense, understanding and problem solving - Type minimum of 45 words per minute - Working knowledge of Windows and Microsoft Office - Basic math skills required - Knowledge of the real estate or mortgage industry helpful Qualifications - High School Diploma or equivalent - Minimum 6+ years inbound advanced call handling call center sales experience with a minimum of 1 year relevant experience in a lead or Sr. Functional role - Consistently exceeding department minimum expectations License or Certification - Disclaimer: The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal work hours and/or responsibilities from time to time, as needed. Pay Range - $23.37 - $31.15 Hourly, Remote - This hiring range is a reasonable estimate of the base pay range for this position at the time of posting. Pay is based on a number of factors which may include job-related knowledge, skills, experience, business requirements and geographic location. What We Offer - By choice, we don’t simply accept individuality – we embrace it, we support it, and we thrive on it! - Our People First culture is inclusive for all employees - not just because it's the right thing to do, but because it's the key to our success. - We are proud to foster an authentic and inclusive workplace For All. - You are free and encouraged to bring your entire, unique self to work. - First American is an equal opportunity employer in every sense of the term. - Based on eligibility, First American offers a comprehensive benefits package including medical, dental, vision, 401k, PTO/paid sick leave and other great benefits like an employee stock purchase plan.

Role Description This position is fully remote, allowing you to enjoy the flexibility of working from home while collaborating with skilled team members and contributing to groundbreaking solutions. The primary purpose of this role is to grow spend of underserved or inactive Pro customers who are currently not assigned to outside reps or pro-desk associates. This will be accomplished by building relationships with Pro customers and leveraging opportunities to deploy product and account management solutions, resulting in sales gains. Also responsible for generating new sales opportunities or upsell via phone, email, or other electronic communication. Oversee responses to customer order and quotation requests for all levels of accounts received via telephone, e-mail, and written and faxed correspondence. What You Will Do - Drive Pro sales for assigned and prospect portfolio of customers by conducting market research, cold calling, following through on lead generation, and meeting with customers on a regular basis. - Conduct virtual customer visits to identify product needs, take orders, and work with stores to fulfill the orders. - Prospect for new customers through phone calls and emails. - Analyze new business opportunities through market research. - Serve as the first contact point with prospective customers to generate interest. - Facilitate sales through project management, tracking open sales orders, issue resolution, and overall customer service and support. - Conduct research of pro customer opportunities to find the highest opportunity customers to pursue. - Work with assigned accounts and pull together all relevant information to create an effective strategy to deploy for their assigned accounts. - Conduct virtual sales calls each week to review products, production, planning schedules, delivery timing, and new product introductions; ensuring these sales calls are scheduled 1-2 weeks in advance. - Apply a consultative selling strategy to understand the needs of the customer and apply a proactive selling approach when scheduling ongoing follow-ups with sales opportunities. - Use all relevant selling tools, selling programs, and fulfillment channels to bring the most effective solutions that will most benefit their pro customer. - Document all customer information and interactions in Salesforce. - Generate profitable growth through sales goal attainment. Qualifications - High school diploma or GED or equivalent years of experience in lieu of education requirement, if applicable. - Experience in Inside or Outside Sales within B2B sales. Requirements - Competitive Salary: Total Compensation opportunity for top performers of $81,000 (consisting of a base hourly rate of $24-26.00 plus commission). - Starting rate of pay may vary based on factors including, but not limited to, position offered, location, education, training, and/or experience. - Lowe's hourly remote associates cannot reside in Alaska, California, or Hawaii. - Lowe's salaried remote associates cannot reside in Alaska or Hawaii. Company Description Lowe’s Companies, Inc. (NYSE: LOW) is a FORTUNE® 100 home improvement company with total fiscal 2025 sales of more than $86 billion. Lowe’s employs approximately 300,000 associates and operates over 1,750 home improvement stores, 540 branches, and 120 distribution centers. Based in Mooresville, N.C., Lowe’s supports the communities it serves through programs focused on creating safe, affordable housing, improving community spaces, helping to develop the next generation of skilled trade experts, and providing disaster relief to communities in need.

Role Description The Inside Sales Manager is a key leader within VIU's Personal Lines Customer Contact Center, responsible for developing, coaching, and leading a team of sales producers to achieve monthly sales goals and drive new business growth. This role combines hands-on leadership with strategic sales planning, creating a high-performance culture through coaching, competitive incentive programs, and accountability. Success in this role requires proven sales leadership experience, strong coaching abilities, competitive drive, and the ability to thrive in a fast-paced, growth-oriented environment. - Adherence to 5 Leadership Expectation Daily - Be Intentionally Enthusiastic - Discuss development with all associates monthly - Know the systems better than team - Review previous day’s results and address outliers - Spend more time with team than on other stuff - 4hrs per day - Lead, coach, and mentor a team of 15-20 Personal Lines sales producers to achieve and exceed monthly sales targets - Day to day management of contact center by following contact center principles and best practices established by the business. - Develop and implement creative sales strategies, programs, and initiatives to drive new business opportunities and revenue growth - Build, monitor, and analyze KPIs aligned with monthly sales goals and individual producer performance - Drive team and department results through creation, management and accountability of OKR’s - Conduct regular one-on-one coaching sessions, call reviews, and performance feedback to develop sales skills and close technique - Deliver performance reviews and provide ongoing development plans for direct reports - Partner with recruiting team to identify, interview, and hire new sales team members - Monitor proper headcount and capacity planning to meet forecasted sales goals - Foster a culture of accountability, competition, and continuous improvement within the sales team - Maintain well-organized follow-up processes and ensure team adherence to sales workflows and CRM standards - Collaborate with cross-functional teams to leverage internal resources and support customer needs - Drive team engagement and retention through effective leadership, recognition, and career development Qualifications - High school diploma or equivalent required - Bachelor's degree in Business, Communications, or related field preferred - 3-5 years of insurance industry experience (Personal Lines preferred) - 5+ years of sales or service management experience in a call center or inside sales environment - Proven leadership background in a sales environment with ability to develop, mentor, and empower teams - Demonstrated track record of achieving or exceeding sales goals and driving team performance - Experience creating and managing sales incentive programs and competitive contests - Strong organizational skills with attention to detail and well-established follow-up processes - Excellent written and verbal communication skills - Self-starter with entrepreneurial spirit and desire to grow the business - Ability to work in a fast-paced, rapidly growing organization - Experience with CRM systems and sales performance tracking tools - Background in coaching sales techniques including needs-based selling, objection handling, and closing strategies - Familiarity with call center metrics and workforce management - Active Property & Casualty insurance license required (or ability to obtain within 90 days) - Minimal travel required (occasional team meetings, training, company events) Requirements - Strong understanding of Personal Lines insurance products (auto, home, renters, umbrella) and sales techniques - Proven ability to lead and develop sales teams in a call center or inside sales environment - Skilled in coaching methodologies including call calibration, role-playing, sales technique refinement, and performance feedback - Experience building KPI and OKR dashboards and using data to drive team performance and accountability - Knowledge of sales contest design and incentive program management to motivate team results - Ability to recruit, hire, and onboard new sales talent effectively - Strong organizational and time management skills with ability to balance coaching, administrative duties, and strategic planning - Proficiency with CRM platforms, sales tracking systems, and call center technology - Entrepreneurial mindset with focus on continuous learning, development, and business growth - Integrity-driven leadership style that builds success through developing authentic relationships with team members - Desire to help customers protect their future while achieving sales objectives Benefits - Equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. - We endeavor to make this website accessible to any and all users.