Direct Sales Agent Specialist (2778)
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 (Insurance)
Builds
Insurance policies (auto, home, health) and ancillary products for local retail customers.
Domain
Insurance / Personal Lines
Deliverable
client delivery
Required skills
Sales, outbound prospecting, relationship building, product knowledge, compliance adherence, cash handling
Preferred skills
P&C licensing, community networking, competitor analysis, sales goal achievement
Technologies
None explicitly stated
Responsibilities
Achieve sales goals through new business, cross-sell, and retention; Build and maintain a consistent pipeline including local lead generation; Conduct outbound prospecting and follow-ups; Receive customer payments and issue receipts; Partner with leadership to support sales and marketing initiatives
Seniority
Entry-level (0-2 years experience)