Agency Sales Coordinator & Field Training Lead (Insurance)

Combined, a Chubb Benefits Company; Billings (MO); On-site; USD 45,000 - 75,000; Full time

Job summary

Combined, a Chubb Benefits Company, seeks an Agency Sales Coordinator to prospect and sell Insurance products within a defined geographic area and to support sales objectives for the assigned territory.

You will help identify and appoint new independent agents, assist in presentations, and set up the business with them. Licensing (Life, Accident and Health) is required before appointment.

Qualifications

• Prospect new customers independently and sell Insurance products within a geographic area.
• Build customer relationships and respond to customer needs and concerns.
• Meet production targets for the year as an agent and sales standards.
• Support in presentations and explain Company sales processes to customers.

Responsibilities

• 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.
• Field train and accompany Independent Agents and support in appointment setting and sales calls.
• Mentor and coach established Agents and report operation issues in setting up new business.
• Execute the Sales System and demonstrate effective communication and goal setting.

Skills

Prospecting

Sales presentations

Customer relationships

Training & coaching

Tools

CRM

MS Office

Job description

Combined, a Chubb Benefits Company, seeks an Agency Sales Coordinator to prospect and sell Insurance products within a defined geographic area and to support sales objectives for the assigned territory.

You will help identify and appoint new independent agents, assist in presentations, and set up the business with them. Licensing (Life, Accident and Health) is required before appointment.