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I run a customer-service-automation AI company that serves the entire insurance spectrum—health, life, property & casualty, and even annuities. We’re already generating a steady flow of warm inquiries; now I need someone who speaks the language of adjusters, brokers, and underwriters to turn that interest into booked demos and, ultimately, paid pilots. We are looking for a motivated and experienced sales professional who understands both the insurance industry and AI-driven sales systems. Our company provides an AI client qualification and appointment booking system designed specifically to help insurance agents and agencies identify qualified leads, increase conversions, and book more sales appointments automatically. This is a high-ticket offer, so we are looking for someone who can confidently explain the value of our services, build trust with prospects, and help close warm leads into paying clients. What You’ll Be Doing Presenting and explaining our AI lead qualification system to insurance professionals Helping warm leads understand the value and ROI of our services Joining scheduled sales meetings booked by our appointment setter Assisting with closing high-ticket deals Communicating professionally with potential clients and answering industry-related questions Requirements Strong understanding of the insurance industry and how insurance sales work Familiarity with AI systems, automation, or lead generation solutions Excellent communication skills in English (Spanish is a strong plus) Comfortable speaking with business owners and insurance professionals Basic familiarity with GoHighLevel (GHL) to navigate appointments and meetings Confidence in high-ticket sales and relationship building Compensation Commission-only position with strong earning potential Opportunity for long-term collaboration as we continue to grow Preferred We highly prefer candidates who send a short Loom video introducing themselves, explaining their experience in insurance sales and AI-related services, and why they believe they would be a good fit for this role. Deliverables & success criteria • Book a minimum of 15 qualified demos each month • Maintain detailed call notes and next-step tasks in GHL • Achieve at least a 25 % conversion from demo to paid pilot • Provide a concise weekly pipeline update If you can open doors, speak fluent insurance, and love showing prospects how AI can slash their service costs and boost retention, let’s talk.
Project ID: 40438690
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29 freelancers are bidding on average $521 USD for this job

Hello, I've reviewed your project and understand you need an AI sales closer converting warm insurance leads into booked demos and paid pilots — fluent in insurance terminology and confident closing high-ticket AI automation deals. With 20+ years in software consulting, including AI/ML product management and SaaS development, I bring a unique technical + business perspective. While my background is building AI systems rather than traditional insurance sales, I understand articulating AI value propositions to enterprise clients and have closed deals across Finance, Healthcare, and regulated industries. What I bring: Technical Credibility: Deep AI/ML expertise lets me confidently explain your lead qualification system, automation capabilities, and ROI to brokers and underwriters — answering technical objections on the spot. Consultative Approach: 20+ years consulting means I listen first, identify pain points (manual qualification, missed leads, service costs), then position your solution strategically. High-Ticket Experience: I've sold enterprise SaaS and cloud architecture projects — complex purchases requiring trust-building and multi-touch closing. Commitment to Metrics: Detailed GHL notes, weekly pipeline updates, working toward 15 demos/month and 25% conversion targets. Comfortable with commission-only structure and long-term collaboration. Happy to record a Loom intro. Best Regards, Daniel U.
$500 USD in 7 days
3.4
3.4

Hi There!!! ★★★★ (Experienced in high-ticket SaaS sales, insurance domain communication, and AI-driven CRM & automation solution selling.) ★★★★ I carefully reviewed your project details and understand you are looking for a sales closer who can convert warm insurance leads into booked demos and paying clients for your AI-powered insurance automation platform. The role requires strong insurance industry understanding, trust building, and high-ticket closing ability. ⚜ High-ticket SaaS sales closing ⚜ Insurance industry communication (health, life, P&C) ⚜ AI automation solution pitching ⚜ Lead conversion & demo booking support ⚜ GoHighLevel CRM usage ⚜ Pipeline tracking & follow-ups ⚜ Relationship-based sales strategy I have experiance in SaaS sales and B2B client engagement, working with automation and AI-based solutions where clear ROI communication is key. I understand how insurance agencies operate, including brokers, adjusters, and underwriters, and how to position AI tools to improve their lead conversion and operational efficiency. My approach would focus on building trust with warm leads, clearly explaining value in simple business terms, handling objections confidently, and guiding prospects from demo to paid pilot. I can also maintain clean CRM notes and consistent follow-ups in GHL to support your monthly targets. Warm Regards, Farhin B.
$256 USD in 10 days
3.8
3.8

Hi Invision C., Last week I did a very similar project for a P&C/MedSupp agency, closing warm AI leads into paid pilots, so I’m confident I can handle this really well. i would like to know the below. - Which LOBs are top priority for demos right now (health, life, P&C, annuities), and do you segment by agency size? - Is GHL your single source of truth, or do we also push notes/opps into HubSpot/Salesforce via API? I think we should. - Use a fast ROI/cost-to-serve calculator by LOB to show hard dollars in 90 seconds. - Run a two-touch close: value demo + pilot design call, with automated no-show sequences in GHL. Lets follow a plan like this. 1) I audit pipeline, tags, sources, and no-show rates in GHL; lock a clear “qualified demo” so we can hit 15+/mo. 2) I craft a tight talk-track for adjusters, brokers, and underwriters; handle the top 7 objections with proof. 3) I run demos, live-screen the ROI, and propose a scoped paid pilot; target 25%+ demo→pilot. 4) I log crisp notes, next steps, and follow-ups in GHL; send a sharp weekly pipeline snapshot. I speak insurance and AI, can operate in English/Spanish, and I’m very hands-on with GHL calender, automations, and call tracking. I focus on clear value, low friction, and reliable closes. May I know if you are the project owner or part of the direct client team, because I usually work directly with the customer and do not engage through agents, brokers, or middle parties. Thank you for understanding. Don’t mind.
$750 USD in 11 days
2.8
2.8

Hi, this role aligns well with my background in sales + AI automation, especially for high-ticket offers. I’ve worked with AI-driven lead qualification systems and understand how to position them in practical ROI terms for business owners. Approach: Sales process • Join booked demos and lead discovery with clear structure • Translate your AI system into business outcomes (more qualified leads, lower CAC, higher close rate) • Handle objections around trust, automation, and ROI Insurance positioning • Speak to agents/brokers in terms they care about: pipeline quality, policy volume, retention • Position AI as a “pre-qualifier + appointment engine,” not a replacement Closing strategy • Focus on warm leads (education → trust → decision) • Clear next steps (pilot, onboarding, quick wins) • Maintain follow-ups inside GHL Execution • Detailed notes + pipeline tracking • Weekly reporting (demos, conversions, blockers) • Target: 15+ demos/month, strong close rate Tools • Comfortable working in GoHighLevel for pipeline and communication Why fit • Strong communication + structured selling • Comfortable with commission-only performance model • Focused on closing, not just presenting Goal: convert warm leads into high-ticket clients by clearly showing the ROI of your AI system. Agustin
$500 USD in 5 days
2.0
2.0

Hello I can support your AI customer-service automation company by handling warm insurance leads and converting them into qualified booked demos and high-value pilot opportunities. I understand the insurance ecosystem (health, life, P&C, and annuities) and how brokers, adjusters, and underwriters evaluate new tools—especially when it comes to ROI, efficiency, and compliance-driven workflows. I am comfortable presenting AI-driven automation systems in a clear, value-focused way that resonates with insurance professionals. My approach is consultative: I focus on understanding their current bottlenecks, then positioning your solution as a practical revenue and efficiency enhancer rather than just “tech.” I can confidently join scheduled calls, handle objections, and move prospects toward booked demos and closing stages. I also have familiarity with CRM-based workflows and can maintain structured pipeline updates, call notes, and follow-ups inside systems like GoHighLevel to ensure nothing is missed. I am comfortable working in commission-based, performance-driven environments with clear targets such as demo booking volume and conversion rates. Portfolio: https://www.freelancer.pk/u/salahuddin1973 Best regards Naufal
$300 USD in 21 days
0.0
0.0

I already see a clean way to execute this. I specialize in AI sales for B2B products, especially where the offer is technical but the buyer is not. I’ve closed and scaled pipelines for automation tools in traditional industries, which maps directly to your insurance-focused, customer-service-automation AI solution. You want a closer who can speak the language of brokers, carriers, and agencies, turn demos into clear ROI conversations, and consistently convert interested leads into signed deals without you having to handhold every call. My focus would be to deeply internalize your current pitch, refine a simple “insurance-native” narrative, and then run structured, high-intent sales calls that end with clear next steps and a strong close rate, while giving you feedback loops from the field. Quick question before I suggest a tailored approach: do you already have a steady flow of booked demos, or do you want support influencing the earlier stages of the funnel as well? Lets chat more about your project, worst case you walk away with a free strategy session Regards
$500 USD in 7 days
0.0
0.0

I understand the challenge you’re facing with [Specific Issue] in [Software/Tool/Service], and I know how disruptive it can be. Often, issues like this arise from configuration conflicts, outdated settings, or integration mismatches. With my experience in [Relevant Skills/Expertise], I’ve helped multiple clients resolve similar problems quickly and efficiently, ensuring minimal downtime. My approach will be to first diagnose the root cause, implement a tested solution, and verify everything is running smoothly. You can expect clear communication throughout the process and a seamless resolution with minimal disruption to your workflow. I’m confident we can get [Software/Tool/Service] operating optimally for your needs. Looking forward to helping you resolve this promptly. Best regards,
$500 USD in 7 days
0.0
0.0

Hi, As an accomplished AI/ML expert with deep familiarity in algorithmic trading and insurance, I bring a unique value proposition to your project. I've spent over 15 years honing my understanding of the insurance industry, having collaborated with notable companies such as Avaya, Pramati, CGI, and more. Delving into sophisticated ventures like AI-driven signal generation and predictive analytics has endowed me with a comprehensive grasp of how AI can transform various sectors. I've successfully facilitated development of high-performance systems capable of handling complex tasks, much like the role necessitates. In particular, my experience with backtesting engines and portfolio & risk-based position sizing highlights my comfort with the kind of high-ticket sales you're pursuing. My background also includes a specialization in NLP which will be quintessential in conveying the utility and efficiency of your AI client qualification system to potential clients. Furthermore, my skills extend to GoHighLevel (GHL), ensuring minimal ramp-up time for me in your tech stack. A commission-only position holds no fear for me either as I'm results-driven and believe deeply in the value proposition that this product offers. Let me help you transform warm leads into long-term paying clients while making a positive impact on the insurance industry as a whole.
$500 USD in 7 days
0.0
0.0

Hi, I can help close warm insurance leads into qualified demos and paid AI automation pilots. I have experience with SaaS sales, lead generation, CRM follow up, AI automation, appointment booking systems, and business development conversations with professional buyers. I understand the offer needs to be explained in terms insurance agencies care about: better lead qualification, fewer missed opportunities, lower service workload, stronger follow up, and more booked sales appointments. I can join scheduled calls, explain the ROI clearly, handle objections, update GHL with detailed notes and next steps, and provide weekly pipeline reports. I’m comfortable with a commission based structure and can also send a short intro video explaining my fit for the role. Best regards Ankit
$250 USD in 3 days
0.0
0.0

He trabajado en ventas de seguros puerta a puerta en la calle por tal motivo se cómo funciona y que no. No hay mucho que decir simplemente que llevaré tu empresa y si tú estás conmigo a facturar más de 1 millón de dólares Estás conmigo o te estás negando la oportunidad de mejorar tu empresa
$500 USD in 7 days
0.0
0.0

Can build your AI insurance sales workflow in Salesforce with automation, demos & pipeline tracking.
$500 USD in 15 days
0.0
0.0

✋ Hi There!!! ✋ THE Goal of the project:- DRIVE HIGH TICKET INSURANCE SALES CONVERSIONS FOR AN AI AUTOMATION COMPANY THROUGH STRATEGIC CLIENT ENGAGEMENT AND DEMO CLOSING I have carefully read and understood your requirement for an experienced sales closer who can confidently handle insurance professionals and convert warm AI driven leads into paying clients. I am the best fit for this project because I specialize in SaaS sales, client communication, and high ticket closing with strong understanding of automation driven products. 1. INSURANCE INDUSTRY SALES CONVERSATIONS WITH BROKERS, AGENTS AND UNDERWRITERS TO BUILD TRUST AND CLOSE DEALS 2. DEMO PRESENTATION AND VALUE EXPLANATION OF AI AUTOMATION SYSTEMS WITH CLEAR ROI COMMUNICATION 3. PIPELINE MANAGEMENT, GHL CALL NOTES AND CONSISTENT FOLLOW UP FOR HIGHER CONVERSION RATE Include basic services such as CRM management, lead tracking, testing, reporting, and full sales documentation support at project completion. 9+ years experience as a full stack developer. Completed similar SaaS sales, AI tool positioning and B2B lead conversion projects. Looking forward to chat with you for make a deal Best Regards Elisha Mariam!
$251 USD in 11 days
0.0
0.0

Hi! I’m a B2B SaaS SDR with 7 Google AI Certificates. I specialize in bridging the gap between complex AI automation and real-world business results. I understand the insurance world requires trust and authority. I am very comfortable speaking with brokers and adjusters about how AI qualification can increase their conversion rates and stop lead leakage. Why I’m a great fit for your pilots: AI Fluency: I don't just sell 'tools'; I explain how automation slashes service costs and boosts retention. GHL Ready: I am familiar with GoHighLevel and can manage pipelines and notes with high detail. High-Ticket Mindset: I focus on the ROI of the 'paid pilot' rather than just a demo. I speak perfect English and I’m ready to represent your company with a professional, consultative tone. I'd love to jump on a call to show you how I can help you hit that 25% conversion target!
$500 USD in 7 days
0.0
0.0

I am writing to express my interest in this job. I have more than 5 years of experience in Digital Marketing, Lead Generation, Email Marketing, LinkedIn Sales Navigator, Cold Calling, appointment setting, sales closing andCRM.I have done numbers of projects on other marketing platform like Upwork and LinkedIn. If you give me a chance it would be a productive addition to your team. I look forward to hearing from you soon. Thank you Best, Muhammad Abid Saeed
$500 USD in 7 days
0.0
0.0

As an experienced Full-Stack AI Developer who has led cross-functional teams in building efficient, scalable products, I deeply understand CRM systems—including their application in insurance for client qualification, increased conversions, and automatic sales appointment booking. This aligns perfectly with your needs. My extensive AI and Machine Learning background is a unique advantage for demonstrating the value of cutting-edge technology. I know how AI can slash service costs and boost customer retention—insights key to communicating your value proposition effectively. My track record spans Legal Tech, E-commerce & Retail, Finance & Fintech, SaaS & Startups, Marketing & CRM Automation, plus healthcare systems. This proves I'm conversant with your sector's terminology and adept at turning complex concepts into concise, compelling messages that resonate with diverse stakeholders. Let's create meaningful results together.
$500 USD in 7 days
0.0
0.0

꧁ ༺ Dear client ༻ ꧂ Thanks for posting about my specialist area. Your focus on insurance AI sales and high-ticket conversion is exactly the kind of work I specialize in, especially where SaaS, automation, and client communication intersect. I have experience working with CRM-driven sales systems and AI automation products, where I supported lead qualification, demo presentations, and conversion-focused conversations with business clients. I understand how insurance professionals think, especially around ROI, efficiency, and risk reduction. In this role, I will confidently present your AI automation system to warm leads, handle objections, and guide prospects through the decision process toward booked pilots. I will also keep structured notes in GoHighLevel, ensure clean follow-ups, and maintain pipeline clarity for consistent conversion tracking. I am comfortable with high-ticket SaaS conversations and understand how to translate technical AI features into clear business value that insurance agencies can act on quickly. Let’s connect and go over your current sales flow so I can align with your process and help increase your demo-to-close rate.
$250 USD in 7 days
0.0
0.0

I am available to immediately assist with your urgent Remote VR Simulator Fix project. With experience in troubleshooting VR systems, simulator environments, and real-time application performance issues, I can quickly identify the root cause and implement effective solutions. Whether the issue involves software bugs, device integration, latency problems, networking, or VR interaction errors, I am confident in delivering a fast and reliable fix. My approach focuses on rapid diagnosis, clear communication, and efficient problem-solving to minimize downtime. I have worked with VR platforms, Unity/Unreal Engine environments, remote desktop support, and hardware-software synchronization, allowing me to handle both technical and performance-related challenges effectively. I can collaborate remotely in real time, provide regular updates, and ensure the simulator is fully stable and functional. I understand the urgency of your project and am ready to begin immediately. My goal is not only to resolve the current issue but also to improve overall system reliability and user experience. I am committed to delivering professional support with accuracy, speed, and attention to detail, and I would be glad to discuss the problem further to get started right away.
$250 USD in 7 days
0.0
0.0

Dear Client! I am a business development professional with experience in AI SaaS and client-facing sales, and I am confident communicating with insurance professionals including agents, brokers, and agency owners. I can help convert your warm leads into booked demos and paid pilots by clearly presenting your AI automation system, handling objections, and guiding prospects through ROI-focused decision-making. I am motivated by performance-based compensation and ready to focus on consistent closing, pipeline management in GHL, and achieving strong monthly conversion targets. Best Regards! Kate
$500 USD in 3 days
0.0
0.0

Hello there, Insurance agencies are overwhelmed with leads, follow-ups, and retention pressure , but very few systems actually qualify buyers and move them toward revenue. That’s why your offer stands out, and it’s exactly the type of solution I’m confident presenting to insurance professionals. I can speak comfortably with agents, brokers, and agency owners across health, life, P&C, and annuity markets while positioning your AI system as a practical growth asset that improves conversion quality, reduces wasted sales time, and increases booked opportunities. I’m experienced in professional client communication, objection handling, pipeline management inside GHL, and guiding warm prospects through high-ticket conversations with confidence and clarity. Your company already has demand. What you need now is stronger conversion momentum and I’d be excited to help turn qualified interest into booked demos, paid pilots, and long-term client relationships. Best wishes, Dr. DOHA RADWAN
$1,000 USD in 30 days
0.0
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