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Sales Specialist

Lance Paulson Insurance Agency Inc

Sales Specialist

American Fork, UT
Full Time
Paid
  • Responsibilities

    We’re expanding! We just had our best year ever, and are optimistic to grow even more this year, so we’re looking for a great fit on our Sales Team. Do you enjoy working with people? Are you good at persuading? How about doing Noble work in the community? The Sales Specialist markets, prospects, and sells American Family Insurance products in all product lines. Additionally, 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.

    Key Accountabilities Include:

    Meets and exceeds sales goals each month

    Develops knowledge of the local market dynamics for business development opportunities for all product lines

    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 (call lists, cold calling, door knocking)

    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

    Update sales tracking systems daily to monitor progress

    Company and Brand Promotion

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

    Participates in events designed to promote brand awareness and educate consumers

    Insurance Service

    Encourages and supports a cohesive relationship between the sales and service team to help achieve service-related objectives

    Ensures completion of requested account and policy updates and changes (when applicable)

    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

    · Required by state statutes to have proper insurance licensing to sell, solicit or negotiate insurance products. If not currently licensed, we can help you prepare for and pass the appropriate tests. The following lines of authority are required for this position: Property; Casualty; and Life; (Health is optional)

    · Valid driver’s license required

    Preferred Knowledge/Skills/Education/Designations

    · Demonstrated knowledge of insurance concepts and principles

    · Demonstrated effective multi-line insurance prospecting and sales experience

    · 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, Google sheets, 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.

    Working Conditions

    · Great earning potential: starting salary of $34,000 plus generous commissions and bonuses

    · Unlimited PTO is earned after 90 days

    · Up beat and fun office setting

    · Flexible schedule can be earned after 180 days

    Flexible work from home options available.