Direct Sales Agent Specialist (2687)
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
Domain
Insurance (P&C)
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; Conduct outbound prospecting and follow-ups to convert opportunities into sales; Develop relationships within the community (e.g., dealerships, events, local partners) to support business growth; Stay informed on products, underwriting guidelines, and market competition