Consultative Selling Customer Service Insurance Positioning 
Hubspot Sales
JANUARY 9, 2024
For long-term success, Jim recommends you “Learn how to prepare, present, and provide great customer service. Keep that focus on service — making it easy and enjoyable wins you business and always will — no matter what industry you’re in.” Creating positive experiences is critical in customer support or marketing, for example.
Gong.io
JULY 11, 2022
Vastly different roles, but still both inside sales positions. An outside sales rep at an insurance agency might travel to meet clients in their homes to discuss their needs, present insurance packages, and sign deals. Note that CSMs are not Customer Service advisors. The same goes for the outside sales world. .
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