Position Summary
The Agent prospects new customers and meets with current customers to sell insurance products that best meet their needs within a specified area.
Responsibilities
- Outside leads
- Referrals
- Target marketing
- Field prospecting
- Direct contact to small businesses
Generate sales with current Combined Insurance policy holders
Build client relationships and respond to needs and concerns
Set sales appointments
Meet production and activity standards set by management
Conduct sales presentations consistent with new customer needs assessment approach
Complete required training activities and programs
Attend required company meetings
Knowledge of company products, past and present
Perform field demos as requested by Territory Manager
Learn and be able to present company sales materials
Complete all post-sales administration and data collection documents
Handle customer service calls or refer them to appropriate channel
Follow company policies and standards
Contact externally generated leads and report dispositions in requested timeframe
Competencies
- Excellent sales and negotiation skills
- Strong verbal communication skills
- Outstanding interpersonal skills
- Demonstrates personal initiative
- Maintains high ethical standards
- Candidates are required to have a valid life and health insurance license to sell Combined Insurance products*.
* Combined Insurance will assist qualified applicants with this process
Specific Skills or Knowledge
- Successful and stable work history
- Sales experience preferred
- Basic PC skills required
- Minimum of 3 years work experience
- High School Degree or equivalent required