Outbound sales representative job description
Updated March 14, 2024
9 min read
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Example outbound sales representative requirements on a job description
Outbound sales representative requirements can be divided into technical requirements and required soft skills. The lists below show the most common requirements included in outbound sales representative job postings.
Sample outbound sales representative requirements
- Bachelor's degree or equivalent experience.
- 3+ years of outbound sales experience.
- Excellent knowledge of relevant products and services.
- Proven track record of meeting sales targets.
- Strong communication and persuasion skills.
Sample required outbound sales representative soft skills
- Ability to work independently and as part of a team.
- Strong organizational and time-management skills.
- Flexibility to adjust to changing markets.
- Ability to build strong customer relationships.
- Proficiency in relevant computer applications.
Outbound sales representative job description example 1
Inner Circle outbound sales representative job description
Business is GREAT and our Lakewood, WA Insurance Agency has an amazing opportunity in our sales department! We are looking to hire "SUPER STARS"
We are seeking someone with an incredible drive to win, who wants to be part of a healthy competitive team with a positive attitude and a willingness to learn.
About the Agency
?
This Insurance Company helps their customers with their auto, home, life, renters insurance & more. This service-oriented insurance agency is owned & operated locally & customers tell us we make them feel like family. The agency is dedicated to developing a fun, coachable environment where you can continue to develop your career. The agency has been a long-standing pillar in the community for over 20 years, and our clients tell us we feel like family! We are seeking to hire trusted advisors who have a strong desire to help customers understand the importance of proper coverage and educating the clients on why insurance is so important.
Eligible for Base Wages + Bonus and Commissions and potential future growth opportunities within the organization
Total Compensation Package: $45,000 - $125,000+
\*\* Inner Circle University is assisting an Insurance Agency with the pre-screening and hiring process. All interested applicants can attend an informational session to learn more about working at a local Insurance Agency in Lakewood, WA and attend an interview session via Zoom. Once our recruiters review your information, we will be in touch with instructions for the next step. \*\*\*
Benefits
Competitive pay plan Comprehensive benefit package including Medical, PTO, and Retirement options! On the job training with lots of room for growth Fun and friendly work environment
Responsibilities
Solicit for new business via telephone, networking, and other lead sources. Create & maintain client relationships with follow up phone calls. Educate potential clients on the importance of insurance- how and why itâs so important to have proper coverage Meet new business production goals and objectives as established Ask each customer for referrals and explain our referral program. Maintain knowledge of new products. Answer the phone and assist walk in customers. Treat each customer contact as a cross and up-sell opportunity including financial products. Contact businesses and private individuals by telephone to promote products, services and/or referral programs
Requirements
Currently have or be able to obtain a valid Washington State Property & Casualty Insurance License *REQUIRED* Have knowledge of a commissioned sales role, and have the competitive desire to earn commissions by selling insurance policies Desire to want to help educate others on insurance â how and why itâs important to have the proper coverage Have an upbeat, positive and enthusiastic attitude. Great self-starter with a sense of urgency. Create relationships from a cold start and be able to handle customer rejection. Have the ability to answer prospective client's questions efficiently and effectively. Possess a genuine willingness to learn, be intuitive and resourceful and be coachable. Proficiency to multi-task, follow-thru and follow-up. Excellent Communication/interpersonal skills. Ability to obtain or possess an active Life & Health Insurance license
We are seeking someone with an incredible drive to win, who wants to be part of a healthy competitive team with a positive attitude and a willingness to learn.
About the Agency
?
This Insurance Company helps their customers with their auto, home, life, renters insurance & more. This service-oriented insurance agency is owned & operated locally & customers tell us we make them feel like family. The agency is dedicated to developing a fun, coachable environment where you can continue to develop your career. The agency has been a long-standing pillar in the community for over 20 years, and our clients tell us we feel like family! We are seeking to hire trusted advisors who have a strong desire to help customers understand the importance of proper coverage and educating the clients on why insurance is so important.
Eligible for Base Wages + Bonus and Commissions and potential future growth opportunities within the organization
Total Compensation Package: $45,000 - $125,000+
\*\* Inner Circle University is assisting an Insurance Agency with the pre-screening and hiring process. All interested applicants can attend an informational session to learn more about working at a local Insurance Agency in Lakewood, WA and attend an interview session via Zoom. Once our recruiters review your information, we will be in touch with instructions for the next step. \*\*\*
Benefits
Competitive pay plan Comprehensive benefit package including Medical, PTO, and Retirement options! On the job training with lots of room for growth Fun and friendly work environment
Responsibilities
Solicit for new business via telephone, networking, and other lead sources. Create & maintain client relationships with follow up phone calls. Educate potential clients on the importance of insurance- how and why itâs so important to have proper coverage Meet new business production goals and objectives as established Ask each customer for referrals and explain our referral program. Maintain knowledge of new products. Answer the phone and assist walk in customers. Treat each customer contact as a cross and up-sell opportunity including financial products. Contact businesses and private individuals by telephone to promote products, services and/or referral programs
Requirements
Currently have or be able to obtain a valid Washington State Property & Casualty Insurance License *REQUIRED* Have knowledge of a commissioned sales role, and have the competitive desire to earn commissions by selling insurance policies Desire to want to help educate others on insurance â how and why itâs important to have the proper coverage Have an upbeat, positive and enthusiastic attitude. Great self-starter with a sense of urgency. Create relationships from a cold start and be able to handle customer rejection. Have the ability to answer prospective client's questions efficiently and effectively. Possess a genuine willingness to learn, be intuitive and resourceful and be coachable. Proficiency to multi-task, follow-thru and follow-up. Excellent Communication/interpersonal skills. Ability to obtain or possess an active Life & Health Insurance license
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Outbound sales representative job description example 2
CMC Energy Services outbound sales representative job description
PRIMARY PURPOSE
The Outbound Sales Representative secures sales and long-term customer relationships by reaching out to clients through calls, correspondence, and other methods. This individual offers CMC Energy's products and services and explains how CMC's services can benefits them, while assisting customers every step of the way to ensure maximum service and satisfaction. This role must develop sales strategies, generate leads, discuss product specifications with customers, and introduce payment plans. This role builds positive relationships with clients, turning prospective consumers into loyal customers.
ESSENTIAL FUNCTIONS
Contact prospective customers by telephone, email, and other methods to identify prospects that fit the target demographic.
Use service knowledge to showcase the solutions that CMC Energy can offer, analyze individual customer needs, and respond to customer inquiries efficiently.
Upsell additional services and products as need arises and effectively drive sales through completion.
Develop positive relationships and maintain contact with existing clients to ensure satisfaction, inform them about new products or services, and request referrals.
Update and maintain database, CRM, and other software to track progress and report out as requested on related metrics.
Mett/exceed sales quotas and revenue targets while providing a superior customer experience.
Market research to develop warm leads.
Ensure that work is conduced in compliance with OSHA and company safety procedures.
Perform other duties as assigned.
JOB REQUIREMENTS
High School diploma required, associates/bachelors degree preferred.
2 - 4 years previous working experience in Outbound Sales or Account Management.
Prior experience/knowledge in energy efficiency or related field preferred.
Advanced Microsoft Suite skills, including proficiency in Microsoft Excel.
Previous experience in SalesForce CRM preferred.
Advanced interpersonal skills and ability to build meaningful relationships with customers.
Ability to work and thrive in fast-paced, commission based work environment.
Ability to communicate clearly and effectively, in speech and writing, with coworkers, employees, and managers.
Able to perform the essential functions and physical demands of the position with or without reasonable accommodation.
*Hourly compensation $17-$21/hour Based on Experience plus monthly incentives. Up to $12,000 in annual performance incentives.
**Position does require in office training 3 days per week for first 90 days. Depending on performance, will be remote after 90 day training.
PHYSICAL REQUIREMENTS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Consistently spending time sitting, typing, talking, walking and using repetitive motion.
Frequent use of eye, hand, and finger coordination enabling the use of automated office machinery, such as a computer.
Oral and auditory capacity enabling interpersonal communication as well as communication through automated devices such as the telephone.
Visual capacity enabling frequent use of computer equipment.
Sedentary work: ability to exert up to 10 pounds of force to lift, carry, push, pull or otherwise move objects.
WORK ENVIRONMENT
The employee is not substantially exposed to adverse environmental conditions.
CMC Energy Services, Inc. provides equal employment opportunities to all qualified individuals without regard to race, creed, color, religion, national origin, age, sex, marital status, sexual preference or non-disqualifying physical or mental handicap or disability in each aspect of the human resources function.
The Outbound Sales Representative secures sales and long-term customer relationships by reaching out to clients through calls, correspondence, and other methods. This individual offers CMC Energy's products and services and explains how CMC's services can benefits them, while assisting customers every step of the way to ensure maximum service and satisfaction. This role must develop sales strategies, generate leads, discuss product specifications with customers, and introduce payment plans. This role builds positive relationships with clients, turning prospective consumers into loyal customers.
ESSENTIAL FUNCTIONS
Contact prospective customers by telephone, email, and other methods to identify prospects that fit the target demographic.
Use service knowledge to showcase the solutions that CMC Energy can offer, analyze individual customer needs, and respond to customer inquiries efficiently.
Upsell additional services and products as need arises and effectively drive sales through completion.
Develop positive relationships and maintain contact with existing clients to ensure satisfaction, inform them about new products or services, and request referrals.
Update and maintain database, CRM, and other software to track progress and report out as requested on related metrics.
Mett/exceed sales quotas and revenue targets while providing a superior customer experience.
Market research to develop warm leads.
Ensure that work is conduced in compliance with OSHA and company safety procedures.
Perform other duties as assigned.
JOB REQUIREMENTS
High School diploma required, associates/bachelors degree preferred.
2 - 4 years previous working experience in Outbound Sales or Account Management.
Prior experience/knowledge in energy efficiency or related field preferred.
Advanced Microsoft Suite skills, including proficiency in Microsoft Excel.
Previous experience in SalesForce CRM preferred.
Advanced interpersonal skills and ability to build meaningful relationships with customers.
Ability to work and thrive in fast-paced, commission based work environment.
Ability to communicate clearly and effectively, in speech and writing, with coworkers, employees, and managers.
Able to perform the essential functions and physical demands of the position with or without reasonable accommodation.
*Hourly compensation $17-$21/hour Based on Experience plus monthly incentives. Up to $12,000 in annual performance incentives.
**Position does require in office training 3 days per week for first 90 days. Depending on performance, will be remote after 90 day training.
PHYSICAL REQUIREMENTS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Consistently spending time sitting, typing, talking, walking and using repetitive motion.
Frequent use of eye, hand, and finger coordination enabling the use of automated office machinery, such as a computer.
Oral and auditory capacity enabling interpersonal communication as well as communication through automated devices such as the telephone.
Visual capacity enabling frequent use of computer equipment.
Sedentary work: ability to exert up to 10 pounds of force to lift, carry, push, pull or otherwise move objects.
WORK ENVIRONMENT
The employee is not substantially exposed to adverse environmental conditions.
CMC Energy Services, Inc. provides equal employment opportunities to all qualified individuals without regard to race, creed, color, religion, national origin, age, sex, marital status, sexual preference or non-disqualifying physical or mental handicap or disability in each aspect of the human resources function.
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Outbound sales representative job description example 3
TTEC outbound sales representative job description
At TTEC, we're all about the Human Experience. Elevated. As a **Sales Representative - Outbound B2B** in **TEMPE, AZ** , you'll be a part of creating and delivering amazing customer experiences while you also #ExperienceTTEC, an award-winning employment experience and company culture.
**What You'll be Doing**
Are you results focused and love to help others? Do you have a passion to maximize sale opportunities? In this role, you'll work effectively to service, enhance and build relationships with current and future customers. Focused on achieving revenue quotas, you'll provide professional customer service to commercial, public sector or consumer customers. Whether it's getting answers for customers quickly, consulting on products with compassion or resolving their issues with a smile, you'll be the difference between their customer experience being just average or an exceptional one.
**During a Typical Day, You'll**
+ Bring your passion to negotiate and strong product and brand knowledge, to handle objections and rebuttals during customer interactions
+ Effectively recommend, quote, and negotiate product knowledge with customers while identifying and handling all sales opportunities
+ Manage a book of businesses, based on individual business needs
+ Be responsible for portfolio growth through expanding advertising products and upselling existing business
**What You Bring to the Role**
+ 1 year or more of sales experience
+ High school diploma or equivalent
+ Comfortable with decision making by assessing the situation, researching potential solutions and making recommendations before escalating to the next level
+ Computer savvy
**What You Can Expect**
+ Business-to-Business hours with a Monday - Friday schedule so you can take your weekends back
+ Potential to build your skills and knowledge as a brand ambassador for our client's iconic brand that doesn't come along everyday
+ Knowledgeable, encouraging, supporting and present leadership
+ Diverse and community minded organization
+ Career-growth and lots of learning opportunities for aspiring minds
+ And yes...all the competitive performance bonus opportunities and benefits you'd expect and maybe a few that would pleasantly surprise you
**A Bit More About Your Role**
We'll train you to be a subject matter expert in your field, so you can be confident in providing the highest level of service possible whether through voice, chat or email interactions. We trust you already have the necessary ingredient that can't be taught - a caring and supportive nature that will shine through as you help customers. You'll also have a chance to make great new friends within the TTEC community and grow your career in a dynamic, family-friendly atmosphere.
You'll report to a Team Lead. You'll contribute to the success of the customer experience as well as the overall success of the team.
**About TTEC**
Our business is about making customers happy. That's all we do. Since 1982, we've helped companies build engaged, pleased, profitable customer experiences powered by our combination of humanity and technology. On behalf of many of the world's leading iconic and disruptive brands, we talk, message, text, and video chat with millions of customers every day. These exceptional customer experiences start with you.
TTEC is proud to be an equal opportunity employer where all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. TTEC embraces and is committed to building a diverse and inclusive workforce that respects and empowers the culture and perspectives within our global teams. We strive to reflect the communities we serve by not only delivering amazing service and technology, but also humanity. We make it a point to make sure all our employees feel valued and comfortable being their authentic selves at work. As a global company, we know diversity is our strength. It enables us to view projects and ideas from different vantage points and allows every individual to bring value to the table in their own unique way.
**Job:** _Sales / Business Development_
**Title:** _Sales Representative - Outbound B2B_
**Location:** _AZ-Tempe_
**What You'll be Doing**
Are you results focused and love to help others? Do you have a passion to maximize sale opportunities? In this role, you'll work effectively to service, enhance and build relationships with current and future customers. Focused on achieving revenue quotas, you'll provide professional customer service to commercial, public sector or consumer customers. Whether it's getting answers for customers quickly, consulting on products with compassion or resolving their issues with a smile, you'll be the difference between their customer experience being just average or an exceptional one.
**During a Typical Day, You'll**
+ Bring your passion to negotiate and strong product and brand knowledge, to handle objections and rebuttals during customer interactions
+ Effectively recommend, quote, and negotiate product knowledge with customers while identifying and handling all sales opportunities
+ Manage a book of businesses, based on individual business needs
+ Be responsible for portfolio growth through expanding advertising products and upselling existing business
**What You Bring to the Role**
+ 1 year or more of sales experience
+ High school diploma or equivalent
+ Comfortable with decision making by assessing the situation, researching potential solutions and making recommendations before escalating to the next level
+ Computer savvy
**What You Can Expect**
+ Business-to-Business hours with a Monday - Friday schedule so you can take your weekends back
+ Potential to build your skills and knowledge as a brand ambassador for our client's iconic brand that doesn't come along everyday
+ Knowledgeable, encouraging, supporting and present leadership
+ Diverse and community minded organization
+ Career-growth and lots of learning opportunities for aspiring minds
+ And yes...all the competitive performance bonus opportunities and benefits you'd expect and maybe a few that would pleasantly surprise you
**A Bit More About Your Role**
We'll train you to be a subject matter expert in your field, so you can be confident in providing the highest level of service possible whether through voice, chat or email interactions. We trust you already have the necessary ingredient that can't be taught - a caring and supportive nature that will shine through as you help customers. You'll also have a chance to make great new friends within the TTEC community and grow your career in a dynamic, family-friendly atmosphere.
You'll report to a Team Lead. You'll contribute to the success of the customer experience as well as the overall success of the team.
**About TTEC**
Our business is about making customers happy. That's all we do. Since 1982, we've helped companies build engaged, pleased, profitable customer experiences powered by our combination of humanity and technology. On behalf of many of the world's leading iconic and disruptive brands, we talk, message, text, and video chat with millions of customers every day. These exceptional customer experiences start with you.
TTEC is proud to be an equal opportunity employer where all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. TTEC embraces and is committed to building a diverse and inclusive workforce that respects and empowers the culture and perspectives within our global teams. We strive to reflect the communities we serve by not only delivering amazing service and technology, but also humanity. We make it a point to make sure all our employees feel valued and comfortable being their authentic selves at work. As a global company, we know diversity is our strength. It enables us to view projects and ideas from different vantage points and allows every individual to bring value to the table in their own unique way.
**Job:** _Sales / Business Development_
**Title:** _Sales Representative - Outbound B2B_
**Location:** _AZ-Tempe_
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Updated March 14, 2024