Direct Sales Agent Specialist (2877)
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 book of business for home, auto, and accident/health insurance products
Domain
Insurance (P&C and Health)
Deliverable
client delivery
Required skills
Sales, Persuasion, Active Listening, Customer Relationship Building, Outbound Prospecting, Product Knowledge, Compliance Adherence
Preferred skills
P&C Insurance Licensure, Community Relationship Building
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; Develop relationships within the community (dealerships, events, partners); Partner with leadership on sales and marketing initiatives; Stay informed on products, underwriting guidelines, and market competition.
