The Sales Specialist is responsible for prospecting, marketing, and selling personal and life insurance products while maintaining strong customer relationships. They must also promote brand awareness through community involvement and ensure sales and profitability goals are met.
Objective
The Sales Specialist role markets, prospects, and sells American Family Insurance products in a specialized product line. Maintains effective customer relationships, understands customer`s needs, and matches them with appropriate product and service offerings. Promotes brand awareness through participation in agency and community events.
The Sales Specialist is responsible for attaining sales, profitability, and service goals for personal and life lines products.
Insurance Sales
Develops knowledge of the local agriculture industry and market dynamics for business development opportunities
Helps the Agency grow by using consultative selling techniques to sell insurance products to new customers
Proactively cross-sells and or coordinates with agency team members to provide additional coverage to existing customers
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
Complies with underwriting guidelines and contacts appropriate division for underwriting guidance when needed
Conducts sales and review appointments with prospective and current customers
Meets and exceeds sales goals
Company and Brand Promotion
Develops, maintains, and cultivates agricultural industry contacts to enhance agency visibility and maximize new business opportunities
Participates in events designed to promote brand awareness and educate consumers
Insurance Service
Retains existing customers by providing industry-leading customer 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 are 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
Required by state statutes to have proper insurance licensing to sell, solicit, or negotiate insurance products. The following lines of authority are required for this position: Ideal candidate will be licensed Property; and Casualty; Life in MN
Valid driver’s license required
Role Requirements
Ability to work independently to plan, set priorities and organize work
Active involvement in the local community
Demonstrated sales and customer service experience
Excellent oral and written communication skills
Demonstrated analytical skills
Experience with PC software applications (Microsoft Office Suites, Internet Explorer, etc.)
Experience using a wide range of digital devices such as smartphones, tablets and laptop computers
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 agricultural insurance industry prospecting and sales experience
Working Conditions
Non-typical schedules (evenings or weekends) may be necessary on occasion
General office setting and remote work
Commission based pay with potential for production bonuses
“I was the first applicant for a remote marketing position that got listed on the company website the same day I applied. Had an interview within 48 hours!”
— Sarah J.
·
Marketing Manager
★★★★★
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