Agency Sales Coach for Independent Agents

Combined, a Chubb Benefits Company; Fort Myers (FL); On-site; USD 45,000 - 75,000; Full time

Job summary

Combined, a Chubb Benefits Company, in Fort Myers, FL seeks a sales professional to drive individual and group sales, prospect new customers, and nurture relationships. You will conduct engaging sales presentations, respond to client needs, and mentor independent agents to build a solid sales foundation.

The role emphasizes meeting personal production targets, licensing (Life, Accident and Health) before appointment, strong communication, and an entrepreneurial spirit to develop your own agency

Qualifications

• Licensing requirements: Life, Accident and Health license to be obtained prior to appointment.

Responsibilities

• Generate new customers and sales through field prospecting, referrals, leads, target marketing, direct contact, and existing Combined policyholders.
• Build customer relationships and respond to customer needs and concerns.
• Meet a minimum of 75% of personal production for the year as an agent and sales standards set by Agency to remain affiliated.
• Conduct sales presentations consistent with new Customer Needs and Assessment approach.
• Has knowledge of Company products and can efficiently present Company sales materials.
• Can effectively demonstrate the Company's Sales Process.
• Service customer service calls or refer to appropriate channel.
• Field training and accompany all assigned Independent Agents as needed.
• Support each New Agent to develop a solid understanding and foundation of the sales process.
• Support Agents in assignment planning/appointment setting, as needed by agent.
• Mentor and coach established Agents by conducting field training or accompanying them during Sales visits as needed.
• Promptly report any operation issues in setting up a new piece of business.
• Entrepreneurship: Entrepreneurial spirit to build their own independent agency.
• Execute the Sales System: Executing Ability to meet or exceed assigned Sales goals consistently.
• Effective Communication: Professional verbal and written communication skills, affinity to the value of personal brand.
• Goal Setting: Demonstrate personal initiative and goal oriented.
• Obtaining a Life, Accident and Health license is required prior to being appointed.

Job description

Combined, a Chubb Benefits Company, in Fort Myers, FL seeks a sales professional to drive individual and group sales, prospect new customers, and nurture relationships. You will conduct engaging sales presentations, respond to client needs, and mentor independent agents to build a solid sales foundation.

The role emphasizes meeting personal production targets, licensing (Life, Accident and Health) before appointment, strong communication, and an entrepreneurial spirit to develop your own agency