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 (Insurance)
Builds
Local lead generation, referrals, and community partnerships for insurance products
Domain
Insurance (P&C, Auto, Homeowners)
Deliverable
client delivery
Required skills
Sales, Prospecting, Relationship Building, Product Knowledge, Compliance, Community Outreach
Preferred skills
P&C Licensing
Technologies
None 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, local partners); 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)