Direct Sales Agent Specialist (2990)
Core
Drive profitable growth by generating new business, cross-selling existing customers, and building lasting relationships through in-person and phone sales.
Role type
Direct Sales Agent Specialist
Builds
Local lead generation, referrals, and community partnerships to support business growth
Domain
Insurance (P&C)
Deliverable
product features
Required skills
sales, customer relationship management, outbound prospecting, product knowledge, compliance adherence, community engagement
Preferred skills
P&C licensing
Technologies
none stated
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