Sales Agent
Core
Entry-level sales role focused on selling Club memberships and insurance products (property and casualty) to support growth and profitability objectives.
Role type
Sales Agent Trainee (reclassified to Sales Agent upon training completion)
Builds
Club memberships and insurance policies
Domain
Insurance and Membership Services
Deliverable
product features
Required skills
Insurance sales, quote rates, qualify applicants, inspect vehicles or property, complete underwriting documentation, collect payments, manage sales leads, cross-sell opportunities
Preferred skills
Bachelors Equivalent education, 1-3 years insurance sales/service experience, advanced competitive and persistent nature
Technologies
Microsoft Office (Word, Access, Excel, PowerPoint)
Responsibilities
Sell insurance products and Club memberships, quote rates and qualify applicants, inspect vehicles or property, complete underwriting documentation, ensure proper ratings are applied to new policies, provide insurance policy service to members, collect membership and insurance payments, attend training workshops
Seniority
Entry-level, Trainee