Insurance Agency Sales & Training Lead

Combined, a Chubb Benefits Company; Auburn (AL); On-site; USD 40,000 - 60,000; Full time

Job summary

Combined, a Chubb Benefits Company, is seeking an Agency Coordinator to prospect new customers and meet sales objectives within a defined geography. The role also includes identifying and appointing independent agents and supporting sales calls to help grow the distribution network.

You will train new agents, mentor teams, and assist with appointment setting and planning, while maintaining strong customer relationships and pursuing sales goals across the region.

Qualifications

• Experience in prospecting new customers and conducting sales calls.
• Strong ability to build relationships and respond to customer needs.
• Ability to meet a minimum of 75% of personal production for the year as an agent and sales standards set by Agency to remain affiliated.
• Obtaining a Life, Accident and Health license is required prior to being appointed.

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 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.
• 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.

Skills

Sales prospecting

Relationship building

Presentations

Negotiation

Training

Coaching

Entrepreneurship

Goal setting

Communication

Education

Life, Accident and Health license

Job description

Combined, a Chubb Benefits Company, is seeking an Agency Coordinator to prospect new customers and meet sales objectives within a defined geography. The role also includes identifying and appointing independent agents and supporting sales calls to help grow the distribution network.

You will train new agents, mentor teams, and assist with appointment setting and planning, while maintaining strong customer relationships and pursuing sales goals across the region.