About the Role
This position is responsible for generating new business by identifying prospects, conducting face-to-face meetings, and presenting tailored insurance solutions to meet client needs.
Responsibilities
- Identify and reach out to potential customers through networking and community engagement
- Conduct in-person meetings to assess client insurance requirements
- Present customized coverage options based on individual or business needs
- Close new sales and process applications efficiently
- Maintain accurate records of client interactions and sales activity
- Follow up with clients to ensure satisfaction and address questions
- Stay current on product offerings and underwriting guidelines
- Attend local events to build brand awareness and generate leads
- Meet or exceed monthly sales targets and performance metrics
- Collaborate with team members to share best practices and strategies
- Use digital tools to manage pipelines and track progress
- Educate prospects on policy benefits and coverage details
- Handle objections professionally and provide appropriate solutions
- Support marketing initiatives through client referrals and feedback
- Participate in ongoing training and professional development
- Uphold compliance standards in all sales activities
- Maintain a professional image in all client interactions
- Build long-term relationships to encourage client retention
- Identify cross-selling opportunities within existing accounts
- Adapt communication style to suit diverse customer backgrounds
- Respond promptly to customer inquiries and follow-up requests
- Coordinate with underwriting and service teams when necessary
- Promote financial protection as a key component of personal planning
- Represent the brand at industry or community events
- Use feedback to refine sales approach and improve results
Nice to Have
- Prior success in outside sales roles
- Existing network of contacts in the local market
- Experience using digital sales tools and platforms
- Familiarity with CRM systems
- Multilingual communication skills
- Previous work in a franchise or independent agency model
Compensation
Competitive base salary plus uncapped commission structure
Work Arrangement
Field-based role with frequent travel to client locations and events
Team
Collaborative sales environment with support from regional leadership and marketing teams
Why Join Us
- Opportunity to earn uncapped income based on performance
- Supportive team environment with experienced professionals
- Access to training programs for career growth
- Flexible work structure with autonomy in managing schedule
- Resources and marketing materials provided to boost outreach
What We Offer
- Comprehensive product portfolio to serve diverse customer needs
- Lead generation support through marketing campaigns
- Ongoing coaching and performance feedback
- Technology tools for efficient client management
- Recognition programs for top performers
Not available
