Insurance Agency Sales Lead & Trainer

Combined, a Chubb Benefits Company; Morgantown (WV); On-site; USD 42,000 - 64,000; Full time

Job summary

Combined, a Chubb Benefits Company in Morgantown, WV is seeking an Agency Coordinator to drive new client acquisition and support current customers with insurance products within a defined territory.

You will identify and appoint independent agents, assist in sales calls, and coach them through the sales process while meeting personal production targets. A Life, Accident and Health license is required before appointment.

Qualifications

• Life, Accident and Health license is required prior to appointment.
• Strong prospecting and presentation skills.
• Ability to train and mentor new independent agents.
• Excellent communication and goal-driven mindset.

Responsibilities

• Individual and Group Sales including personal and team production.
• Generate new customers 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.
• Conduct Sales presentations consistent with new Customer Needs and Assessment approach.
• Has knowledge of Company products.
• Can efficiently present Company sales materials.
• Can effectively demonstrate the Company's Sales Process.
• Service customer service calls or refer to appropriate channel.
• Agent Field Training
• Field train and accompany all assigned Independent Agents as needed and requested by agent.
• Support each New Agent to develop a solid understanding and foundation of the sales process.
• Support Agents in assignment planning/appointment setting, as needed by agent.
• Mentor and coach established Agents by conducting field training or accompanying them during Sales visits as needed.
• Promptly report any operation issues in setting up a new piece of business
• Entrepreneurship: Entrepreneurial spirit to build their own independent agency.
• Execute the Sales System: Executing Ability to meet or exceed assigned Sales goals consistently.
• Effective Communication: Professional verbal and written communication skills, affinity to the value of personal brand.
• Goal Setting: Demonstrate personal initiative and goal oriented.
• Obtaining a Life, Accident and Health license is required prior to being appointed.

Skills

Prospecting

Sales presentations

Customer relationship management

Mentoring/Training

Communication skills

Goal oriented

Education

Life, Accident and Health license (required)

Job description

Combined, a Chubb Benefits Company in Morgantown, WV is seeking an Agency Coordinator to drive new client acquisition and support current customers with insurance products within a defined territory.

You will identify and appoint independent agents, assist in sales calls, and coach them through the sales process while meeting personal production targets. A Life, Accident and Health license is required before appointment.