Direct Sales Agent Specialist (2712)
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)
Required skills
Sales, Prospecting, Relationship Building, Community Engagement, Product Knowledge, Compliance, Lead Generation, Retention, Cross-selling, Outbound Calling
Preferred skills
P&C Licensing, Entrepreneurial Mindset, Performance Management
Technologies
None stated
Responsibilities
Achieve sales goals through new business, cross-sell, and retention; Build and maintain a consistent pipeline including local lead generation and referrals; Develop relationships within the community to support business growth; Conduct outbound prospecting and follow-ups to convert opportunities into sales; Partner with leadership to support sales and local marketing initiatives; Stay informed on products, underwriting guidelines, and market competition
Seniority
Entry-level (0-2 years experience)