Agency Sales Coordinator - Conway

Combined, a Chubb Benefits Company; Conway (AR); On-site; USD 45,000 - 65,000; Full time

Job summary

Combined, a Chubb Benefits Company is seeking an Agency Sales Coordinator to drive new customer acquisition and support current customers across a defined geographic area. You will help identify and appoint independent agents, support their sales calls, and ensure the business is set up to succeed with proper training.

The role also involves mentoring agents, conducting field training, and assisting in achieving sales objectives while maintaining professional communication with clients and

Qualifications

• Knowledge of company products and sales processes.
• Ability to present sales materials to customers.
• License in Life, Accident and Health required before appointment.

Responsibilities

• Prospect new customers independently and meet with current customers to sell Insurance products within a geographic area.
• Support appointment of new independent agents and accompany them on sales calls and presentations.
• Mentor and train agents by field training and accompanying them on sales visits as needed.
• Meet a minimum of 75% of personal production for the year as an agent and sales standards set by Agency.

Skills

Sales experience

Customer relationships

Education

Life Accident Health license

Job description

The Agency Sales 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.

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