Agency Sales Coordinator-Bilingual Spanish/English

Combined, a Chubb Benefits Company; Atlanta (GA); Vor Ort; USD 42.000 - 64.000; Vollzeit

Zusammenfassung

An insurance provider is seeking an Agency Coordinator to independently prospect new customers and support current clients in Atlanta, Georgia. Candidates must be fully bilingual in Spanish and English and will be responsible for training independent agents and executing the sales process. This role requires effective communication skills, entrepreneurship, and the ability to meet sales goals. A Life, Accident and Health license is mandatory before appointment.

Qualifikationen

• Candidates must be fully bilingual in Spanish and English.
• Obtaining a Life, Accident and Health license is required prior to being appointed.

Aufgaben

• Generate new customers and sales through field prospecting.
• Build customer relationships and respond to customer needs.
• Field train and accompany all assigned Independent Agents.
• Conduct sales presentations with knowledge of Company products and efficiently present sales materials.
• Service customer calls or refer to appropriate channel.
• Field train and accompany all assigned Independent Agents; support in appointment setting and sales visits.
• Mentor and coach agents by conducting field training and accompanying them during sales visits.

Kenntnisse

Bilingual in Spanish and English

Effective Communication

Entrepreneurial spirit

Goal Setting

Ausbildung

Life, Accident and Health license

Jobbeschreibung

The Agency Coordinator (AC) is primarily responsible for prospecting new customers independently and meeting with current customers to sell Insurance products within a specific geographic area and to support the delivery of sales objectives for the assigned area.

Candidates must be fully bilingual in Spanish and English.

The Agency Coordinator is also responsible for helping in the identifications and appointment of new independent agents assigned to support and accompany them to sales call, support in the presentations and setting up the business along with them.

Responsibilities:

Individual and Group Sales including personal and team production:

• Generate new Customers and sales through field prospecting, referrals, leads, target marketing, direct contact, and current 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.
• Can efficiently present Company sales materials.
• Can effectively demonstrate the Company's Sales Process.
• Service customer service calls or refer to appropriate channel.

Agent Field Training:

• Field train and accompany all assigned Independent Agents as needed and requested by agent.
• 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.

Licensing Requirement:

• Obtaining a Life, Accident and Health license is required prior to being appointed.