About the Role
This role involves engaging with customers to assess insurance needs, presenting tailored product solutions, and closing sales to meet individual and team goals. The specialist operates within a defined territory and follows established sales processes.
Responsibilities
- Identify and pursue new business opportunities through direct outreach
- Conduct in-person and virtual meetings with prospective clients
- Evaluate customer needs to recommend appropriate coverage options
- Present product benefits using clear, compliant communication
- Finalize sales agreements and ensure accurate documentation
- Maintain up-to-date knowledge of product offerings and pricing
- Follow up with clients to address questions and support policy changes
- Meet or exceed monthly sales and service performance metrics
- Adhere to regulatory and compliance standards in all transactions
- Use CRM tools to track leads, conversions, and customer interactions
- Collaborate with team members to share best practices and strategies
- Participate in training sessions to enhance product and sales knowledge
- Respond promptly to customer inquiries and service requests
- Support marketing initiatives designed to generate new leads
- Report sales activity and outcomes to supervisory staff
- Manage administrative tasks related to policy issuance and renewals
- Stay informed about market trends and competitor offerings
- Ensure accurate and timely submission of applications and forms
- Maintain a professional image in all client interactions
- Uphold company standards for ethical sales practices
- Assist in resolving customer concerns before escalation
- Contribute to team meetings with performance insights
- Promote customer retention through proactive engagement
- Follow established protocols for handling sensitive data
- Support agency goals through consistent field presence
Compensation
Competitive base salary plus performance-based incentives
Work Arrangement
On-site with potential for hybrid flexibility based on location and role requirements
Team
Part of a regional sales team focused on customer acquisition and service delivery
Why Join Us
- Opportunity for career growth within a national organization
- Access to ongoing training and development programs
- Supportive team environment with collaborative culture
- Recognition for high performance and contributions
- Stable industry with long-term career potential
What We Offer
- Base salary with opportunity for performance incentives
- Comprehensive benefits package including health coverage
- Retirement savings plan with employer contribution
- Paid time off and holiday schedule
- Product education and sales support resources
Not available for this position
