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Requisition Number 17-0004
Post Date 2/22/2017
Title Member Sales Rep
City Mesa
State AZ

Organizational Overview:

Royal Neighbors is not an ordinary insurance firm. Since 1895, we have held true to our mission to support women and those they care about by offering opportunities that other companies don’t. Our members receive competitive coverage, member benefits such as scholarships, disaster aid, health discounts, and the opportunity to volunteer and give back to their communities.

Employment with a Difference is what you will have as a Royal Neighbors of America employee. At Royal Neighbors of America, our culture and values define who we are. With over a century of proud history working to empower the lives of women and their families, we share basic beliefs and attitudes that enable our employees to thrive in a high-quality and rewarding work environment.

Royal Neighbors of America is searching for a Member Sales Representative to provide professional and quality customer service to members handling inbound calls and occasionally outbound calls for soliciting new business.  Your experience using your sales call center and customer support skills will contribute to a successful and rewarding career.

Essential Duties and Responsibilities: 

  • Act primarily as an inbound call handling agent responding to prospective customers seeking to buy insurance products over the phone.
  • Make outbound phone calls to members for the purpose of building relationships and offering appropriate products for purchase by being alert to member needs through assessments.
  • Explain features/benefits of products and provide information about Royal Neighbors.
  • Track activities including call logs and activities, follow ups, and applications.
  • Meet productivity goals including mailed applications, completed applications, and product sales.
  • Provide feedback to management to assist in identifying sales trends and member needs.
  • Assist in quality control activities.
  • Other duties as assigned

Supervisory Responsibilities:                         

This job has no supervisory responsibilities.


To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience                                                                                                                                    

Associate's degree (A. A.) or equivalent from two-year college or technical school; or two years related experience, preferably in phone sales and/or service, and/or training; or equivalent combination of education and experience.

Entry and Basic Life Office Management Association (LOMA) course levels will be required upon acceptance of position.

Certificates, Licenses, Designations, Registrations:

LOMA Level 1 certificate required.  Life and Health license required. Associate in Customer Service (ACS) and Associate, Life Management Institute (ALMI) designations preferred. 

Core Competencies:

Communicates Clearly and Effectively, Knows the Job, Achieves Results, Builds Partnerships, Adapts to and Promotes Change, Makes Decisions.

Technical Competencies:

Inbound call center experience, outbound call center experience, cold calling, customer relationship management, data entry, telephonic sales.

Mathematical Skills:  Ability to calculate figures and amounts such as premiums, interest, proportions, percentages.  Ability to apply concepts of basic math.

Computer Skills: To perform this job successfully, an individual should have knowledge of LifePro, Microsoft Word, Outlook, Excel, contact management software (SalesForce), imaging software and the Internet.

Industry Competencies:

Life insurance product knowledge (whole life, term, universal life, and annuities), Life insurance sales.

Language Skills:                                                                                                                                                                                                 

Ability to read and interpret documents such as safety rules, operating instructions, product specifications and training material, and procedure manuals.  Ability to write routine reports and correspondence. Ability to communicate effectively over the phone including conversation control. 

Reasoning Ability:                      


Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form.  Ability to deal with problems involving several concrete variables in standardized situations.

Physical Demands:

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. While performing the duties of this Job, the employee is regularly required to sit; use hands to finger, handle, or feel; reach with hands and arms and talk or hear. The employee is occasionally required to stand; walk; climb or balance and stoop, kneel, crouch, or crawl. The employee must regularly lift and /or move up to 10 pounds.

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.  The noise level in the work environment is usually moderate.


Royal Neighbors offers a competitive benefits package including an annual employee bonus,  medical, dental, vision, health savings account with annual employer contribution up to $1,000, excellent 401K plan with up to 9% employer contribution and immediate vesting, short and long term disability, company paid term life insurance, 11 paid holidays, generous PTO program, education assistance with reimbursement up to 100%, company paid insurance and related courses for life insurance designation, insurance products discount, and much, much more.

We are an Equal Opportunity Employer.

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