Agency Sales & Training Coach

Combined, a Chubb Benefits Company; Salem (OR); On-site; USD 45,000 - 70,000; Full time

Job summary

Combined, a Chubb Benefits Company is seeking an Agency Sales Coordinator to prospect new customers and support current clients within a defined geographic area. The role includes identifying and appointing new independent agents, assisting with presentations, and helping set up business with them.

The position emphasizes field sales, agent training, and driving sales performance while promoting company products and processes.

Qualifications

• License requirement: Life, Accident and Health license before appointment.

Responsibilities

• Generate new customers through field prospecting, referrals, leads, 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.
• Present Company products and Sales Process materials during presentations.
• Field train and accompany Independent Agents and assist in appointment setting and sales calls.
• Mentor and coach established Agents by conducting field training or accompanying them on sales visits.
• Report operation issues in setting up new business.

Job description

Combined, a Chubb Benefits Company is seeking an Agency Sales Coordinator to prospect new customers and support current clients within a defined geographic area. The role includes identifying and appointing new independent agents, assisting with presentations, and helping set up business with them.

The position emphasizes field sales, agent training, and driving sales performance while promoting company products and processes.