Bilingual Direct Sales Representative (Licensed)

American Family Insurance; Madison (WI); Remote; USD 34,000 - 44,000; Full time

Job summary

American Family Insurance is seeking a sales-focused, licensed professional for a predominantly home-based role near Madison, WI. You will sell property and casualty insurance, quote, bind coverage, and advise clients on policy options while completing ongoing training to build product knowledge and sales skills.

The position requires bilingual Spanish/English proficiency, state-licensing within specified timelines, and the ability to work across multiple computer systems to generate accurate

Qualifications

• Must pass bilingual assessments in reading, understanding, writing, and conversing fluently in both Spanish and English.
• Must obtain state property and casualty producer licenses within 90 days of hire and Life license within defined timeframes.
• Must complete continuing education credits to maintain licenses.
• Maintain licenses for all operating/service states.

Responsibilities

• Sell insurance products to new or existing clients via various channels.
• Provide quotes and issue policies in accordance with underwriting guidelines.
• Identify client needs and recommend appropriate coverages.
• Meet or exceed sales and quality goals.
• Develop prospects and convert leads into engagements.

Skills

Bilingual (Spanish/English)

Attention to detail

Multi-tasking

Insurance knowledge

Sales experience

Job description

In this position, you'll have appropriate property and casualty insurance licenses to sell, quote, bind coverage for prospects. You'll be responsible for completing extensive training and development programs to gain product knowledge, sales and customer service skills needed to effectively review existing coverage and advises prospects and customers regarding policy and coverage options.

Position Compensation Range

$25.00 - $31.88

Pay Rate Type

Hourly

Compensation may vary based on the job level and your geographic work location. Relocation support is offered for eligible candidates.

Primary Accountabilities

• Sells available insurance products to new or existing clients via various customer contact channels. Estimates and quotes policy premiums complying with underwriting guidelines.
• Makes appropriate recommendations on policy coverages and options, closes sales, and process applications in an accurate manner.
• Gathers all necessary information to assess if prospective customers meet underwriting guidelines. Contacts appropriate division for underwriting guidance when needed.
• Meets sales and sales quality goals.
• Gains and demonstrates knowledge of the company's competitive advantage by comparing competitor products and services.
• Develops knowledge and skills to qualify and follows up with sales leads.
• Identifies clients` needs and cultivate effective sales relationships.
• Learns to convert incoming leads into qualified customer engagements.

Specialized Knowledge & Skills Requirements

• Must pass bilingual assessments in reading, understanding, writing, and conversing fluently in both Spanish and English.
• Attention to detail to provide accurate quotes to clients.
• Ability to multi-task on multiple computer systems/screens during a quote.
• Ability to clearly explain insurance concepts and coverages to clients.
• Must have previous sales experience to be considered.

Licenses

• Education/Licenses/Designations: Required to have the state licensing for property and casualty producer licenses.
• Property and casualty producer licenses for all operating and/or service states must be obtained within 90 days of hire AND / OR Resident Life license within 30 days of hire, Non-resident Life license within 90 days of hire, CLU, ChFC, or CFP designation must be obtained within a specific timeframe, as defined by manager.
• Must complete required continuing education credits to maintain state property and casualty producer AND / OR Life licenses.
• Must maintain property and casualty producer AND / OR Life licenses for all operating states and/or service states.

Travel Requirements

• Up to 10%.

Physical Requirements

• Work that primarily involves sitting/standing.

Additional Information

• To ensure a strong start, all employees participate in our New Employee Orientation during their first week. This experience is held in person at our Madison, WI Headquarters or one of our AmFam core locations to help you connect with our mission, meet key team members and build relationships that support your growth. At times, sessions may be delivered virtually based on scheduling and availability.
• Offer to selected candidate will be made contingent on the results of applicable background checks
• Offer to selected candidate is contingent on signing a non-disclosure agreement for proprietary information, trade secrets, and inventions
• Sponsorship will not be considered for this position unless specified in the posting

In this primarily home-based role, you will spend 80% of your time (4+ days per week) working from home, proximate to one of our office locations (within approximately 35-50 miles). On occasion you may be asked to travel to an office location for in person engagement activities such as team meetings, trainings, and culture events.

Starting base pay is $25/hour with uncapped monthly and quarterly bonus plans to you in addition to your base pay.

We provide benefits that support your physical, emotional, and financial wellbeing. You will have access to comprehensive medical, dental, vision and wellbeing benefits that enable you to take care of your health. We also offer a competitive 401(k) contribution, a pension plan, an annual incentive, 9 paid holidays and a paid time off program (23 days accrued annually for full-time employees). In addition, our student loan repayment program and paid-family leave are available to support our employees and their families. Interns and contingent workers are not eligible for American Family Insurance Group benefits.

We are an equal opportunity employer. It is our policy to comply with all applicable federal, state and local laws pertaining to non-discrimination, non-harassment and equal opportunity. We also consider qualified applicants with criminal histories, consistent with applicable federal, state and local law.

American Family Insurance is committed to the full inclusion of all qualified individuals. If a reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please email [e-mail] to request a reasonable accommodation.