Direct Sales Agent Specialist (1601)
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 lead generation, referrals, and community partnerships
Domain
Insurance (P&C)
Required skills
Sales, Active Listening, Persuasion, Communication, Adaptability, Time Management, Business Integrity
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; Deliver results aligned with performance standards, compliance requirements, and customer experience expectations