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
Entry-level sales agent (insurance and club memberships)
Builds
Club memberships and insurance policies
Domain
Insurance and membership services
Deliverable
product features
Required skills
Property and Casualty Insurance License, Microsoft Office (Word, Access, Excel, PowerPoint), sales strategy execution, documentation accuracy, payment collection, cross-selling
Preferred skills
Bachelors degree equivalent, 1-3 years insurance sales/service experience, competitive and persistent nature, organization skills
Technologies
Microsoft Office suite
Responsibilities
Quote rates, qualify applicants, inspect vehicles or property, complete underwriting documentation, sell Club memberships, provide insurance policy service, collect payments, attend training workshops, identify cross-sell opportunities
Seniority
Entry-level, trainee-to-agent progression