Direct Sales Agent Specialist (1334)
Core
Drive profitable growth by generating new business, cross-selling existing customers, and building lasting relationships through in-person and phone sales.
Role type
Direct Sales Agent Specialist
Builds
Local lead generation, referrals, and community partnerships to support business growth
Domain
Insurance (Personal Lines: Auto, Homeowners, Specialty)
Deliverable
client delivery
Required skills
Sales, Persuasion, Customer Relationships, Researching, Active Learning, Adaptability
Preferred skills
P&C licensing
Technologies
None stated
Responsibilities
Achieve sales goals through new business, cross-sell, and retention; Conduct outbound prospecting and follow-ups to convert opportunities into sales; Develop relationships within the community (e.g., dealerships, events, local partners) to support business growth; Partner with leadership to support sales and local marketing initiatives; Stay informed on products, underwriting guidelines, and market competition; Deliver results aligned with performance standards, compliance requirements, and customer experience expectations