Sales Agent
Core
Sales Agent responsible for selling Club memberships and insurance products, conducting needs analysis, policy reviews, and maintaining member relationships.
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, Microsoft Office
Preferred skills
Bachelors degree, 1-3 years insurance sales/service experience, competitive nature, organization skills
Technologies
Microsoft Office (Word, Excel)
Responsibilities
Develop sales strategy to achieve production targets, conduct customized needs analysis for product selection, perform vehicle or property inspections, quote rates and qualify applicants, process insurance and membership changes, collect payments, conduct periodic policy reviews to identify cross-sell opportunities, attend training workshops.
Seniority
Entry to Mid-level