Insurance Agent

Insurance Sales Specialist Property, Casuilty, Life, Health etc. $30,000-$60,000 per year

Contract sales for Full Circle Insurance Group (independent contractor commission based sales)

Objective

The Agency Sales Representative role markets, prospects, and Services products in a specialized product line. Maintains effective client relationships, understands client`s needs, and matches them with appropriate product and service offerings. Promotes brand awareness through participation in agency and community events.

The Insurance Lines Sales Specialist is responsible for attaining sales, profitability, and client care for life products.

Insurance Sales

• Develops knowledge of the local market dynamics for business development opportunities for life product lines.

• Helps the Agency grow by using consultative selling techniques to sell insurance products to new clients.

• Proactively cross sells and or coordinates with agency team members to provide additional coverage to existing clients.

• Prospects for new business through leads, telephone calls, networking events, trade shows, and personal contacts. (Includes leads through COI, social media, B2B and B2C networks, and sales lead groups).

• Secures new business through individual effort and established lead methods.

• Prepares quotations and applications and delivers effective presentations in order to close sales.

• Conducts sales and review appointments with prospective and current customers.

• Meets and exceeds sales goals.

Company and Brand Promotion

• Develops, maintains, and cultivates community contacts to enhance agency visibility and maximize new business opportunities.

Insurance Service

• Retains existing clients by providing industry leading client experiences.

• Ensures completion of requested account and policy updates and changes.

· Coordinates the involvement of appropriate agency and or business partners when necessary to resolve customer issues.

Knowledge and Skill Development

· Continually improves knowledge in area or field of specialization, insurance industry, products, underwriting requirements, sales, customer service, and supporting technology.

· Participates in continuing education and professional designation programs.

Education/Licenses/Designations

· Licensed in property, casualty, life and health. Licenses must be maintained to continue employment.

· Valid drivers license required.

Role Requirements

· Ability to work independently to plan, set priorities, and organize work.

· Active involvement in the local community.

· Demonstrated sales and client service experience.

· Excellent oral and written communication skills.

· Experience with PC software applications (Microsoft Office Suites, Internet Explorer, etc.).

· Experience with social media platforms, including, but not limited to Facebook, Twitter, Pinterest, YouTube, Instagram, Google+, LinkedIn, etc.

Preferred Knowledge/Skills/Education/Designations

· Demonstrated knowledge of insurance concepts and principles.

· Demonstrated effective life insurance prospecting and sales experience.

Note: The information contained in this role profile is intended to describe the essential job functions required of those assigned to this job. It is not intended to be an exhaustive list of all accountabilities, activities, skills and knowledge needed to perform in this role. Please note that functions and work schedules are reviewed periodically and are subject to change based upon business need.