External Sales, Insurance

SPG - Specialty Program Group; Akron (OH); Remote; USD 48,000 - 50,000; Full time

Job summary

An established industry player is seeking an External Sales Representative to drive growth in insurance sales. This role involves building and maintaining relationships with agents and financial advisors, utilizing your expertise to identify opportunities and recommend tailored marketing strategies. You will lead training sessions, manage customer interactions with precision, and contribute to a collaborative team environment. With a focus on professional development and a supportive remote work setup, this position offers a competitive salary and a comprehensive benefits package, making it an exciting opportunity for those passionate about sales and client relations.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

401(k) Plan

Paid Time Off

Education Reimbursement

Floating Holidays

Summer Hours

Qualifications

• 2+ years of experience in insurance or financial services.
• Life Insurance License is required.

Responsibilities

• Promote and sell products to meet profitability goals.
• Maintain expert knowledge of the product portfolio.
• Recruit and mentor new representatives.

Skills

Verbal Communication

Written Communication

Multitasking

Attention to Detail

Sales Techniques

Education

Bachelor’s Degree

Tools

MS Outlook

MS Excel

MS PowerPoint

MS Teams

MS Word

Job description

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Position Summary:

External Sales representatives are responsible for recruiting, developing, and maintaining relationships with insurance agents and financial advisors. Their duties include identifying prospective customers, following up on potential sales leads, maintaining relationships with existing customers, and recommending marketing strategies tailored to specific target markets.

Duties and Responsibilities:

1. Promote and sell products and services to meet and exceed profitability goals using suggestive sales techniques.
2. Maintain expert knowledge of the carrier and product portfolio.
3. Participate in and lead training seminars, both in-person and online.
4. Keep detailed notes in AMS/CRM systems regarding prospects and customers.
5. Maintain call lists as assigned.
6. Set appointments with customers.
7. Review and resolve customer complaints professionally and promptly.
8. Recruit new representatives using high-level insight skills.
9. Assist current reps in building their practices through training and mentoring on sales ideas and cross-selling techniques.

Education and Experience:

• Bachelor’s degree.
• At least 2 years of experience in insurance, wealth management, or financial services.
• Life Insurance License.

Competencies:

• Excellent verbal and written communication skills.
• Ability to multitask with attention to detail, ensuring speed and accuracy.
• Ability to work independently and as part of a team.
• Proven computer skills, including MS Outlook, Excel, PowerPoint, MS Teams, MS CE, and Word.

Employment Details:

• Full-Time
• Remote work environment.
• Travel for industry and company meetings, less than 10% annually.

Benefits Offered:

• Medical, dental, vision, and life insurance.
• 401(k) plan.
• Vacation, sick leave, and 3 personal days plus 2 floating holidays.
• Paid holidays.
• Industry-specific education reimbursement.
• Summer hours.

Additional Information:

The expected salary range for this position is $48,000-$50,000, influenced by skills, experience, location, and business needs. HUB International offers comprehensive benefits including health/dental/vision/life/disability insurance, FSA, HSA, 401(k), paid time off, bonuses, equity, and commissions where applicable.

Other Details:

• Seniority level: Entry level
• Job function: Sales and Business Development
• Industry: Insurance
• Required experience: 2-5 years
• Required travel: None
• Required education: Bachelor's degree