Direct Sales Agent Specialist (2926)
Core
Drive profitable growth and attain business goals by selling auto, life, and specialty insurance products to walk-in customers, via marketing calls, and through community relationships.
Role type
Direct Sales Agent Specialist (Insurance)
Builds
New business sales, cross-sell opportunities, and retained book of business for Auto, Life, Auto Club, and Roadside Assistance products.
Domain
Insurance (P&C, Life, Specialty)
Required skills
Sales, Persuasion, Customer Service, Active Learning, Adaptability, Time Management
Preferred skills
P&C licensing
Responsibilities
Achieve sales goals through new business, cross-sell, and retention; Build and maintain a consistent pipeline including local lead generation and referrals; Develop relationships within the community (e.g., dealerships, events, local partners) to support business growth; Conduct outbound prospecting and follow-ups to convert opportunities into sales; Partner with leadership to support sales and local marketing initiatives; Stay informed on products, underwriting guidelines, and market competition.