Sr Personal Insurance Sales Representative
Core
Sr Personal Insurance Sales Representative responsible for cultivating profitable relationships with independent agencies, managing territory sales plans, and driving new policy issuances and premium growth in California.
Role type
Senior field sales representative (personal insurance)
Builds
Personal insurance policies and agency revenue
Domain
Insurance / Personal Lines
Required skills
Territory management, agency relationship building, consultative sales, data analytics, negotiation, time management, prospecting, market analysis, strategic planning, training delivery
Preferred skills
Personal insurance experience, mature market knowledge, Microsoft tools proficiency (Sales Force, Teams, Excel, PowerPoint), adaptability
Technologies
Salesforce, Microsoft Teams, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
Responsibilities
Achieve territory sales plans for new policy issuances and premium growth; Build actionable Territory and Agency Sales Plans; Leverage data analytics to track outcomes and implement strategic actions; Conduct in-person or virtual sales meetings to nurture agency relationships; Empower agents with tools and training to optimize revenue; Prioritize and develop strategic sales call plans; Prospect and cultivate relationships with new independent agents.
Seniority
Senior, hands-on IC