Sales Agent
Core
Selling insurance products and club memberships while conducting policy reviews and vehicle/property inspections to support club growth and member retention.
Role type
Sales Agent (Insurance & Club Memberships)
Builds
Club memberships and insurance policies
Domain
Insurance & Membership Services
Deliverable
product features
Required skills
Insurance sales, needs analysis, policy review, underwriting guidelines, cross-selling, payment processing, vehicle/property inspection, documentation accuracy
Preferred skills
Bachelors degree equivalent, 1-3 years insurance sales/service experience, Microsoft Office proficiency
Technologies
Microsoft Office (Word, Excel)
Responsibilities
Develop sales strategies to meet production targets, conduct customized needs analysis for product selection, inspect vehicles or property, process insurance and membership changes, collect payments, attend training workshops
Seniority
Entry to Mid-level