Licensed Sales Agent

GEx Search; Marietta (GA); On-site; USD 100,000 - 115,000; Full time

Job summary

A leading company is seeking a Sales Specialist to market and sell insurance products. The role requires maintaining customer relationships, achieving sales goals, and promoting brand awareness through community involvement. Ideal candidates will have strong communication skills and relevant insurance licenses.

Qualifications

• Proven sales and customer service experience.
• Possess proper insurance licenses for property, casualty, and life lines.

Responsibilities

• Develop knowledge of local market dynamics to identify business opportunities.
• Meet and exceed sales targets.
• Retain existing customers by providing excellent service experiences.

Skills

Communication

Analytical Skills

Customer Service

Education

Insurance Licenses

Valid Driver's License

Tools

Microsoft Office

Job description

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The Sales Specialist role involves marketing, prospecting, and selling American Family Insurance products across all lines. It requires maintaining effective customer relationships, understanding customer needs, and matching them with suitable products and services. The role also includes promoting brand awareness through participation in agency and community events.

The All-Lines Sales Specialist is responsible for achieving sales, profitability, and service goals for all product lines.

Insurance Sales

• Develop knowledge of local market dynamics to identify business development opportunities for all product lines.
• Assist agency growth by using consultative selling techniques to attract new customers.
• Proactively cross-sell and coordinate with team members to offer additional coverage to existing clients.
• Seek new business through leads, calls, networking, trade shows, and personal contacts, including social media and sales groups.
• Secure new business through individual effort and established lead methods.
• Prepare quotations and applications, and deliver presentations to close sales.
• Follow underwriting guidelines and consult with underwriting divisions as needed.
• Conduct sales and review appointments with prospective and current customers.
• Meet and exceed sales targets.

Company and Brand Promotion

• Develop and maintain community contacts to increase agency visibility and generate new business.
• Participate in events that promote brand awareness and educate consumers.

Insurance Service

• Retain existing customers by providing excellent service experiences.
• Complete account and policy updates and changes as requested.
• Coordinate with agency or business partners to resolve customer issues.

Knowledge and Skill Development

• Continuously improve knowledge of insurance products, underwriting, sales, customer service, and technology.
• Participate in continuing education and professional development programs.

Education/Licenses/Designations

• Possess proper insurance licenses for property, casualty, and life lines, as required by state law. Health license is optional.
• Valid driver’s license required.

Role Requirements

• Ability to work independently, plan, prioritize, and organize tasks.
• Active involvement in the local community.
• Proven sales and customer service experience.
• Excellent communication skills, both oral and written.
• Strong analytical skills.
• Experience with PC software (Microsoft Office, Internet browsers).
• Experience with digital devices (smartphones, tablets, laptops).
• Familiarity with social media platforms such as Facebook, Twitter, Instagram, LinkedIn, etc.

Preferred Knowledge/Skills/Education/Designations

• Knowledge of insurance concepts and principles.
• Experience in multi-line insurance prospecting and sales.

Working Conditions

• Occasional non-traditional hours, including evenings or weekends.
• Standard office environment.

Seniority level

• Associate

Employment type

• Full-time

Job function

• Insurance and Insurance Carriers

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Atlanta, GA $100,000-$115,000, posted 2 weeks ago

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