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Insurance Outreach Specialist 


The Money Source is seaking an Insurance Outreach Specialist who will provide the opportunity for motivated individuals to obtain industry experience working in a sales and customer support role while preparing and training to become a Licensed Insurance Sales Agent.

Duties and Responsibilities:

  • Outbound calling to the portfolio of The Money Source borrowers to review their current insurance coverages and offer new products of interest to home owners
  • Provide general clerical and administrative support to staff including handling inbound and outbound phone calls, reports, filing, researching and gathering information, and maintaining overall appearance of sales office
  • Complete marketing & sales related activities which further the TMS brand in the industry market
  • Read and remain current on company guidelines, announcements, memos and bulletins related to company policy and procedure
  • Actively prepare to become a licensed agent through attending appropriate courses, self-study, participation in training activities to learn skills and accumulate experience

Experience and Skills:

  • Bachelor’s Degree preferred
  • Prior customer service or sales experience required. Retail Sales/Business-to-consumer sales experience strongly preferred
  • Previous successful experience working in a position with sales quotas/targets preferred
  • Demonstrated ability to provide excellent customer service and develop and maintain customer relationships
  • Highly motivated to market and sell in multi-product environment where cross selling and customer retention is essential to sales budget attainment
  • Excellent interpersonal skills including written, verbal and presentation delivery with ability to clearly communicate the features and benefits of products to customers
  • Experience or strong willingness to develop key relationships and market our products within community organizations and the local business community
  • Strong computer skills and aptitude to quickly learn new systems Individual must have a high level of initiative, drive and desire/openness to learn new skills and information

Compensation and Benefits

  • Part time hourly + bonus
  • Full Health Benefits
  • 401k

Executive training from the VP of Sales

Position Requirements  
Location TMS - Phoenix, AZ  
About the Organization The Money Source Inc.(TMS) is a different kind of company that does business in a different kind of way. Founded in 1997, with a mission to Grow Happiness, TMS is a fast growing fintech company that provides products, technology, speed of service and a unique customer experience to borrowers, clients and team members in their pursuit of happiness.

With more than 600 team members, TMS is headquartered in Melville, New York, and is a national lender and servicer licensed or exempt from licensing in all 50 states and the District of Columbia. For more information, visit

We encourage you to visit our website @ and our Facebook page @ to learn more about the company and the people behind the company.  
EOE Statement We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law.  
Email None Specified 

supervisorUID None Specified 

This position is currently accepting applications.

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