Benefits:

Competitive Commission

Bonus based on performance

Opportunity for advancement

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 Life Lines Sales Specialist is responsible for attaining sales, profitability, and service goals for life products.

Key Responsibilities:

Develop and maintain a strong client base through networking, referrals, and community involvement.

Conduct thorough needs analysis to understand clients' financial situations and life insurance needs.

Present and explain life insurance products and services to clients.

Customize insurance programs to suit individual clients, often covering a variety of risks.

Ensure all documentation is completed accurately and in a timely manner.

Stay up-to-date with industry trends and product knowledge.

Education/Licenses/Designations

Required by state statutes to have proper insurance licensing to sell, solicit, or negotiate insurance products. The following line of authority is required for this position: Life

Valid driver’s license required

Insurance Sales

Develop 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 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

Knowledge and Skill Development

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

Participates in continuing education and professional designation programs

Preferred Knowledge/Skills/Education/Designations

Demonstrated knowledge of insurance concepts and principles

Demonstrated effective life insurance prospecting and sales experience

Working Conditions

General office setting

This position is an Agency Team Member working for the Agency Owner and is not an employee of American Family Insurance.