Direct Sales Agent Specialist
Core
Drive profitable growth and attain business goals by selling new insurance products (Auto, Life, Auto Club, Roadside Assistance) to walk-in customers and generating new business through marketing calls and in-person community visits.
Role type
Direct Sales Agent Specialist
Builds
New business sales and retained book of business within market/retail locations
Domain
Insurance (Personal Lines: Auto, Homeowners, Health)
Deliverable
product features
Required skills
Sales, Customer Service, Active Listening, Business Rules, Communication, Time Management, Active Learning
Preferred skills
High School Diploma or GED, 0-2 years experience
Technologies
None stated
Responsibilities
Deliver optimal results within metrics including quality, quantity, timeliness, productivity, and financial performance; Understand and promote company underwriting guidelines and policy changes; Monitor local market competitors and suggest initiatives; Plan and manage marketing and sales processes; Receive customer payments and verify cash drawer reports; Leverage community contacts to build sales pipeline and centers of influence; Initiate outbound calling to target customer base; Meet and exceed sales goals through new product sales, cross-selling, and retention.