Life Insurance Sales Specialist

Kramer Agency & Associates LLC - American Family Insurance; Manhattan (KS); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Bonus based on performance

Flexible schedule

Free food & snacks

Paid time off

Signing bonus

Opportunity for advancement

Job summary

A local insurance agency in Manhattan, Kansas, is seeking a Sales Specialist to market and sell insurance products. This role involves building customer relationships, achieving sales goals, and engaging with the community through events. The ideal candidate will have a life insurance license, strong sales and customer service skills, and the ability to work independently. This position offers a performance bonus and flexible scheduling, making it an excellent opportunity for driven individuals seeking growth in the insurance field.

Qualifications

• Required state insurance licensing for selling life products.
• Ability to work independently and manage time efficiently.
• Engagement in community initiatives and events.

Responsibilities

• Market, prospect, and sell insurance products to new customers.
• Develop and maintain community contacts to enhance agency visibility.
• Provide excellent customer service and resolve issues effectively.

Skills

Sales experience

Customer service experience

Communication skills

Analytical skills

Knowledge of social media platforms

Education

Insurance license (Life)

Valid driver's license

Tools

Microsoft Office Suite

Digital devices (smartphones, tablets, laptops)

Job description

Benefits:

Bonus based on performance

Flexible schedule

Free food & snacks

Opportunity for advancement

Paid time off

Signing bonus

Objective

The Sales Specialist role markets, prospects and sells American Family Insurance products in a specialized product line. Maintains effective customer relationships, understands customer`s needs, and matches them with appropriate product and service offerings. Promotes brand awareness through participation in agency and community events.

The Life Lines Sales Specialist is responsible for attaining sales, profitability, and service goals for life products.

Insurance Sales

Develop knowledge of the local market dynamics for business development opportunities for life product lines

Helps the Agency grow by using consultative selling techniques to sell insurance products to new customers

Proactively cross-sells and or coordinates with agency team members to provide additional coverage to existing customers

Prospects for new business through leads, telephone calls, networking events, trade shows, and personal contacts (Includes leads through COI, social media, B2B and B2C networks, and sales lead groups)

Secures new business through individual effort and established lead methods

Prepares quotations and applications and delivers effective presentations in order to close sales

Complies with underwriting guidelines and contacts appropriate division for underwriting guidance when needed

Conducts sales and review appointments with prospective and current customers

Meets and exceeds sales goals

Company and Brand Promotion

Develops, maintains, and cultivates community contacts to enhance agency visibility and maximize new business opportunities

Participates in events designed to promote brand awareness and educate consumers

Insurance Service

Retains existing customers by providing industry-leading customer experiences

Ensures completion of requested account and policy updates and changes

Coordinates the involvement of appropriate agency and or business partners when necessary to resolve customer issues

Knowledge and Skill Development

Continually improves knowledge in area or field of specialization, the insurance industry, products, underwriting requirements, sales, customer service, and supporting technology

Participates in continuing education and professional designation programs

Education/Licenses/Designations

Required by state statutes to have proper insurance licensing to sell, solicit, or negotiate insurance products. The following line of authority is required for this position: Life

Valid driver’s license required

Role Requirements

Ability to work independently to plan, set priorities and organize work

Active involvement in the local community

Demonstrated sales and customer service experience

Excellent oral and written communication skills

Demonstrated analytical skills

Experience with PC software applications (Microsoft Office Suites, Internet Explorer, etc.)

Experience using a wide range of digital devices such as smartphones, tablets and laptop computers

Experience with social media platforms, including, but not limited to Facebook, Twitter, Pinterest, YouTube, Instagram, Google+, LinkedIn, etc.

Preferred Knowledge/Skills/Education/Designations

Demonstrated knowledge of insurance concepts and principles

Demonstrated effective life insurance prospecting and sales experience

Working Conditions

Non-typical schedules (evenings or weekends) may be necessary on occasion

General office setting

This position is an Agency Team Member working for the Agency Owner and is not an employee of American Family Insurance.