Agent Sales Advisor

Ritter Insurance Marketing (Integrity Marketing Group); Harrisburg (Dauphin County); On-site; USD 45,000 - 60,000; Full time

Job summary

Integrity Marketing Group is seeking an Agent Advisor to initiate and maintain relationships with assigned agents, guide them through contracting and enrollment, and meet sales benchmarks across the territory. The role requires strong communication, sales acumen, and willingness to travel to events and meetings.

You will work with the Ritter Platform, assist with agent registrations, and coordinate with cross-functional teams to resolve issues and drive production.

Qualifications

• Good communication skills, especially over the phone.
• Good computer and typing skills.
• Good customer service skills.
• Soft sales skills.
• Ability to operate related computer applications and other business equipment.
• Travel required.

Responsibilities

• Initiate, build and maintain relationships with assigned agents.
• Reach annual/quarterly benchmark for new agent contracts and production within assigned territory.
• Establish methods and procedures for obtaining goals and objectives.
• Maintain status on all sales leads and move them through Ritter Sales Flow.
• Provide contracting instruction and assist with agent registration on the Ritter Platform.
• Identify product strengths/weaknesses and tailor contracting options for agents.
• Back up other Agent Advisors on sales leads, calls, and emails.
• Coordinate cross-team workflow to resolve agent issues.

Skills

Communication skills

Typing skills

Customer service

Sales skills

Travel

Insurance knowledge

Sales operations knowledge

Education

High School Diploma or equivalent

Tools

Ritter Platform

Job description

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
  • working from detailed and general instructions.
• Ability to establish priorities, work independently, and proceed with objectives to meet individual and team goals.
• Maintain current status on all sales leads as received.
  • Able to 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
• Must have a working knowledge of the Ritter Platform.
  • Overview Ritter tools, services and the Ritter Philosophy
  • Provide contracting instruction
  • Assist with agent registration
• Must have knowledge of all products in assigned territory.
  • Identify product strength/weaknesses through use of Sales Department resources
  • Ability to identify agent contracting needs;
  • Ability to offer alternative contract options when needed
• Act as back-up to other Agent Advisors on sales leads, calls, and emails as needed.
• Cross-Team workflow coordination to resolve agent issues requiring additional back end operational agent support.
• Additional projects and responsibilities as assigned by supervisor.

Primary Skills & Requirements:

• High School Diploma or equivalent.
• Basic understanding of insurance and agent relationship.
• Knowledge of Sales, Marketing, Contracting, and New Business operations and procedures.
• Some experience necessary. If no experience general path is one year as an Agent Sales Assistant Team Support Coordinator.
• Good communication skills, especially over the phone.
• Good 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.

About Integrity

Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.

Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone or online. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.