Outside Sales Representative – Life and Disability
Core
Work-site marketing and sales of life and disability insurance products to client members within a designated territory.
Role type
Outside Sales Representative
Builds
Insurance product business penetration and revenue for assigned territory
Domain
Insurance / Life and Disability
Required skills
Prospecting and lead generation, Sales presentations and client meetings, Quote calculation and application completion, Sales territory management, Data analysis and reporting, Relationship management
Preferred skills
Insurance industry experience, PC proficiency (spreadsheets, word processing)
Technologies
Carrier supplied software, Spreadsheet software, Word processing software
Responsibilities
Meet overall sales and quality of business targets, Review and analyze sales reports to monitor progress, Estimate sales volume and prepare forecasts, Aggressively pursue new business and develop contacts, Maintain long-term client relationships with worksite representatives, Coordinate marketing activities including collateral distribution and client events, Present sales presentations and attend client meetings
Seniority
Mid-level, individual contributor