Direct Sales Agent Specialist (1639)
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
New business pipeline, cross-sell opportunities, and retention for home, auto, and health insurance products
Domain
Insurance (P&C and Health)
Deliverable
client delivery
Required skills
Sales, Persuasion, Customer Relationships, Active Learning, Researching, Time Management
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 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)
