Agent Sales Advisor

Ritter Insurance Marketing; Harrisburg (Dauphin County); Hybrid; USD 42,000 - 70,000; Full time

Benefits offered by this job

Medical/Dental/Vision Insurance

401(k) Retirement Plan

Paid Holidays

PTO

Community Service PTO

FSA/HSA

Life Insurance

Short-Term and Long-Term Disability

Job summary

Ritter Insurance Marketing in Harrisburg, PA is seeking an Agent Sales Advisor to initiate and develop relationships with independent agents in the senior health and life market. This hybrid role combines field outreach with office collaboration.

You will serve as the primary Ritter contact, assist with enrollment questions, and help agents navigate contracting and product offerings. Travel is required to meet with agents and attend events.

Qualifications

• High school diploma or equivalent.
• Basic understanding of insurance and agent relationships.
• Knowledge of Sales, Marketing, Contracting, and New Business operations and procedures.
• Some experience necessary; if none, general path is one year as an Agent Sales Assistant Team Support Coordinator.
• Good communication skills, especially over the phone.
• Proficient computer and typing skills.
• Good customer service skills.
• Soft sales skills.
• Ability to operate related computer applications and other business equipment including email, copy machine, scanner, fax machine, and telephone.
• Travel required.

Responsibilities

• Initiate, build and maintain relationships with assigned agents.
• Target agent recruitment meetings.
• Attend sales events, trade shows and road shows to initiate relationships.
• Act as agent's primary Ritter contact.
• Assist agent with all enrollment questions and sales needs.
• Reach annual/quarterly benchmark for new agent contracts and production within assigned territory.
• Establish methods and procedures for obtaining specific goals and objectives.
• Work from detailed and general instructions.
• Establish priorities, work independently, and proceed with objectives to meet individual and team goals.
• Maintain current status on all sales leads as received.
• Move lead through Ritter Sales Flow process.
• Update leads through conversion.
• Convert agent leads from direct mail, digital content, inbound call, and agent referrals to active contracted agent.
• Have a working knowledge of the Ritter Platform.
• Oversee Ritter tools, services and the Ritter Philosophy.
• Provide contracting instruction.
• Assist with agent registration.
• Have knowledge of all products in assigned territory.
• Identify product strengths and weaknesses through use of Sales Department resources.
• Identify agent contracting needs and offer alternative contract options when needed.
• Act as back-up to other Agent Advisors on sales leads, calls, and emails as needed.
• Coordinate cross-team workflow to resolve agent issues requiring additional back‑end operational support.
• Additional projects and responsibilities as assigned by supervisor.

Skills

Sales basics

Communication skills

Proficient computer skills

Customer service

Soft sales skills

Education

High School Diploma or equivalent

Tools

Email

Microsoft Office

Job description

Agent Sales Advisor - Hybrid in Harrisburg, PA

Ritter Insurance Marketing

Harrisburg, PA (Hybrid)

Ritter Insurance Marketing, an Integrity company, is an independent marketing organization supporting independent insurance agents in the senior health and life insurance market. Based in Harrisburg, Pennsylvania, Ritter has satellite offices in New York, Nebraska, Idaho, Arizona, Florida, Maryland, North Carolina and Ohio. More than 280 full-time Ritter employees support the business of over 15,000 independent insurance agents in all 50 states. Its proprietary software development and agent service departments develop and market leading business solutions for insurance agents.

Job Summary

The Agent Sales Advisor is responsible for initiating and developing agent relationships, while providing superior service to agents who are not already working with Ritter.

Primary Responsibilities

• Initiate, build and maintain relationships with assigned agents.
• Target agent recruitment meetings.
• Attend sales events, trade shows and road shows to initiate relationships.
• Act as agent's primary Ritter contact.
• Assist agent with all enrollment questions and sales needs.
• Reach annual/quarterly benchmark for new agent contracts and production within assigned territory.
• Establish methods and procedures for obtaining specific goals and objectives.
• Work from detailed and general instructions.
• Establish priorities, work independently, and proceed with objectives to meet individual and team goals.
• Maintain current status on all sales leads as received.
• Move lead through Ritter Sales Flow process.
• Update leads through conversion.
• Convert agent leads from direct mail, digital content, inbound call, and agent referrals to active contracted agent.
• Have a working knowledge of the Ritter Platform.
• Oversee Ritter tools, services and the Ritter Philosophy.
• Provide contracting instruction.
• Assist with agent registration.
• Have knowledge of all products in assigned territory.
• Identify product strengths and weaknesses through use of Sales Department resources.
• Identify agent contracting needs and offer alternative contract options when needed.
• Act as back-up to other Agent Advisors on sales leads, calls, and emails as needed.
• Coordinate cross-team workflow to resolve agent issues requiring additional back‑end operational support.
• Additional projects and responsibilities as assigned by supervisor.

Primary Skills & Requirements

• High School Diploma or equivalent.
• Basic understanding of insurance and agent relationships.
• Knowledge of Sales, Marketing, Contracting, and New Business operations and procedures.
• Some experience necessary; if none, general path is one year as an Agent Sales Assistant Team Support Coordinator.
• Good communication skills, especially over the phone.
• Proficient computer and typing skills.
• Good customer service skills.
• Soft sales skills.
• Ability to operate related computer applications and other business equipment including email, copy machine, scanner, fax machine, and telephone.
• Travel required.

Benefits Available

• Medical/Dental/Vision Insurance
• 401(k) Retirement Plan
• Paid Holidays
• PTO
• Community Service PTO
• FSA/HSA
• Life Insurance
• Short-Term and Long-Term Disability