Responsibilities:
Individual and Group Sales including personal and team production:
Generate new Customers and sales through field prospecting, referrals, leads, target marketing,
direct contact, and current Combined policyholders.
Build customer relationships and respond to customer needs and concerns.
Meet a minimum of 75% of personal production for the year as an agent and sales standards set
by Agency to remain affiliated.
Conduct Sales presentations consistent with new Customer Needs and Assessment approach:
Has knowledge of Company products.
Can efficiently present Company sales materials.
Can effectively demonstrate the Company's Sales Process.
Service customer service calls or refer to appropriate channel.
Field Sales with potential for flexible schedule
Agent Field Training:
Field train and accompany all assigned Independent Agents as needed and requested by agent.
Support each New Agent to develop a solid understanding and foundation of the sales process.
Support Agents in assignment planning/appointment setting, as needed by agent.
Mentor and coach established Agents by conducting field training or accompanying them during
Sales visits as needed.
Promptly report any operation issues in setting up a new piece of business
Skills:
Entrepreneurship: Entrepreneurial spirit to build their own independent agency.
Provide exceptional customer service to all customers
Execute the Sales System: Executing Ability to meet or exceed assigned Sales goals
consistently.
Effective Communication: Professional verbal and written communication skills, affinity to the
value of personal brand.
Goal Setting: Demonstrate personal initiative and goal oriented.
Obtaining a Life, Accident and Health license is required prior to being appointed. |