Agency Sales Representative

Colonial Life; Kalamazoo (MI); In loco; USD 45.000 - 75.000; Tempo pieno

Descrizione del lavoro

Colonial Life & Accident Insurance Company, a subsidiary of Unum Group, is seeking an Agency Sales Representative in Kalamazoo, MI. This full-time, on-site role focuses on building and maintaining relationships with employers and presenting tailored workplace benefit options to meet their workforce needs.

You will prospect new business, conduct sales presentations and enrollment meetings, follow up on leads, and provide ongoing support to clients and policyholders while collaborating with local

Competenze

• Proven sales, business development, and client relationship management skills.
• Strong communication, presentation, and interpersonal abilities to explain insurance benefits clearly.
• Organizational and time-management skills to manage multiple accounts and enrollment activities.
• Experience with digital tools, CRM systems, and basic office software to track activities and proposals.
• Ability to work independently while collaborating with agency and corporate teams.
• Prior experience in insurance, financial services, or B2B sales preferred.
• Willingness to obtain and maintain state insurance licenses (or current licensure in good standing).
• High school diploma required; associate or bachelor’s degree in business, marketing, or related field is a plus.
• Commitment to ethics, customer service, and supporting diverse workplaces and communities.

Mansioni

• Prospect new business and conduct sales presentations and enrollment meetings.
• Provide ongoing support to clients and policyholders.
• Collaborate with local and regional teams to meet sales goals.
• Track sales activities and report on progress.
• Hold regular in-person meetings, network in the community, and participate in benefit fairs and enrollment activities.

Conoscenze

Sales

Business development

Client relationship management

Communication skills

Presentation skills

Interpersonal skills

Time management

CRM experience

Digital tools

Independent worker

Formazione

High school diploma

Associate or Bachelor's degree preferred

Strumenti

CRM systems

Office software

Descrizione del lavoro

Company Description

Colonial Life & Accident Insurance Company, a subsidiary of Unum Group, provides financial protection benefits to workers and their families across the United States. The company offers a broad portfolio of workplace benefits, including disability, life, accident, dental, cancer, critical illness, and hospital confinement indemnity insurance. Colonial Life supports more than 87,000 businesses and 4 million workers through benefit services, education, and innovative enrollment technology. In 2022, the company paid over $700 million in benefits to policyholders, underscoring its commitment to helping people during unexpected life events. Colonial Life maintains an active presence on major social platforms to connect with employers, consumers, and communities.

Role Description

The Agency Sales Representative is a full-time, on-site role based in Kalamazoo, MI. This role focuses on building and maintaining relationships with employers, educating them on Colonial Life’s workplace benefits solutions, and presenting tailored coverage options that meet the needs of their workforce. Day-to-day responsibilities include prospecting new business, conducting sales presentations and enrollment meetings, following up on leads, and providing ongoing support to clients and policyholders. The Agency Sales Representative will collaborate with local and regional teams, track sales activities, and meet or exceed individual and agency sales goals. The role involves regular in-person meetings, community networking, and participation in employer benefit fairs and enrollment activities.

Qualifications

• Demonstrated skills in sales, business development, and client relationship management.
• Strong communication, presentation, and interpersonal skills, with the ability to explain insurance benefits clearly.
• Organizational and time-management skills to manage multiple accounts, leads, and enrollment activities.
• Comfort with using digital tools, CRM systems, and basic office software to track activities and prepare proposals.
• Ability to work independently while collaborating effectively with agency and corporate teams.
• Prior experience in insurance, financial services, or B2B sales is strongly preferred.
• Willingness to obtain and maintain applicable state insurance licenses (or current licensure in good standing).
• High school diploma required; associate or bachelor’s degree in business, marketing, or a related field is a plus.
• Commitment to ethical conduct, customer service, and supporting diverse workplaces and communities.