Agency Sales & Field Training Coordinator

Combined, a Chubb Benefits Company; City of Syracuse (NY); On-site; USD 50,000 - 90,000; Full time

Job summary

Combined, a Chubb Benefits Company in Syracuse seeks an experienced sales professional to drive both individual and group sales, building strong customer relationships and meeting annual production targets. You will conduct compelling presentations, master the company’s sales process, and guide as well as mentor Independent Agents to grow their own agencies.

The role emphasizes field prospecting, licensing requirements, and proactive problem solving to ensure smooth onboarding and ongoing

Qualifications

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

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.
• Has knowledge of Company products.
• Present Company sales materials.
• Demonstrate the Company's Sales Process.
• Service customer service calls or refer to appropriate channel.
• 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.

Job description

Combined, a Chubb Benefits Company in Syracuse seeks an experienced sales professional to drive both individual and group sales, building strong customer relationships and meeting annual production targets. You will conduct compelling presentations, master the company’s sales process, and guide as well as mentor Independent Agents to grow their own agencies.

The role emphasizes field prospecting, licensing requirements, and proactive problem solving to ensure smooth onboarding and ongoing