Insurance Agency Sales Lead & Field Trainer

Combined, a Chubb Benefits Company; Washington (Washington County); On-site; USD 45,000 - 75,000; Full time

Job summary

Combined, a Chubb Benefits Company, is seeking an Agency Sales Coordinator to prospect and meet with customers to sell Insurance products within a defined geographic area. The role supports sales objectives and helps identify and appoint new independent agents to assist with sales calls and business setup.

You will train and coach agents, assist in scheduling appointments, and promote the company sales process. A life, accident and health license is required prior to appointment.

Qualifications

• Generate new customers through prospecting, referrals, leads, target marketing, direct contact, and current Combined policyholders.
• Lead sales presentations and demonstrate the Company's Sales Process.
• Mentor and coach established agents by conducting field training and accompanying them on sales visits.

Responsibilities

• Generate new customers and sales through field prospecting, referrals, leads, target marketing, 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.
• Field train and accompany all assigned Independent Agents as needed and requested by agent.
• Support each New Agent to develop an understanding of the sales process and appointment setting.
• Execute the Sales System to meet or exceed assigned Sales goals.
• Obtain a Life, Accident and Health license prior to appointment.

Skills

Prospecting

Sales presentations

Customer relationships

Mentoring

Communication

Entrepreneurship

Insurance license

Job description

Combined, a Chubb Benefits Company, is seeking an Agency Sales Coordinator to prospect and meet with customers to sell Insurance products within a defined geographic area. The role supports sales objectives and helps identify and appoint new independent agents to assist with sales calls and business setup.

You will train and coach agents, assist in scheduling appointments, and promote the company sales process. A life, accident and health license is required prior to appointment.