Regional Sales Agent - Northern California

Dairy Farmers of America; Modesto (CA); On-site; USD 70,000 - 95,000; Full time

Job summary

Dairy Farmers of America in Modesto, CA seeks a sales-focused professional to manage a defined insurance sales territory. You will drive new business across workers' compensation, health, farm packages, and agribusiness lines, meeting members on-site and coordinating with carriers to submit timely applications.

Required are a BS in a related field, 2+ years sales experience, and licenses (P&C within 90 days, life/health within 6 months).

Qualifications

• BS in Marketing, Business Administration, Communications, or similar field.
• 2+ years' experience in a sales environment; experience in marketing, insurance, communications, or business development preferred.
• Agricultural background preferred.
• Property and casualty license within 90 days of hire; valid driver's license; life/health license within 6 months of hire.

Responsibilities

• Achieve new business sales goals within assigned territory for Property and Casualty lines, Health insurance, and other benefits.
• Meet with cooperative members and prospects to assess insurance needs and describe offerings; gather information for submissions and ensure timely submission to carriers.
• Solicit services and strengthen relationships with key accounts via calls and visits; provide progress updates to management.
• Collaborate with sales leaders to develop regional sales and marketing strategy.
• Ensure communications with customers comply with policy and regulations; use corporate systems to maintain records.
• Travel to visit customers across the territory; maintain privacy and integrity in all interactions.

Skills

Strong communication

Analytical skills

Problem-solving

Public speaking

Interpersonal skills

Selling skills

Travel ability

English fluency

Education

BS degree in Marketing/Business/Communications

Job description

General Purpose:

Under the direction of the Director of Sales, this position is responsible for the operation and management of assigned insurance sales territory. The individual must have an entrepreneurial attitude, be results-driven, and be able to work independently without intense management oversight. Core responsibility is to achieve new business sales goals for all insurance lines, as defined by management. Core insurance lines are worker's compensation, health insurance, farm packages, and agribusiness commercial package policies. Develop strategies for acquisition and retention of business. Keep abreast of market conditions and make recommendations to address market needs. Become an active and involved community leader. Is responsible for all interactions involving ASA's new business activities in the assigned territory. Work with assigned Account Executive and Account Manager to drive excellent services and sales results through a team-selling approach.

Job Duties and Responsibilities:

• Achieve new business sales goals set by management within assigned territory for Property and Casualty product lines, including Workers' Compensation, as well as health insurance & other benefits lines
• Meet with cooperative members and other prospects to evaluate insurance needs and describe insurance offerings through farm and on-site visits. Gather all pertinent information and forms required for insurance submissions and work collaboratively with staff to ensure timely submissions to partner insurance carriers
• Solicit services and enhance relationships with key accounts and members via regular calls and visits; provide management with regular updates on progress and key developments
• Collaborate with sales leaders in development of sales and marketing strategy for assigned region
• Assure that communications to customer community (written and verbal) are consistent with policy and state and federal regulations
• Problem-solve and attend training to supplement and increase sales and improve professional skills
• Follow corporate procedures and, through use of corporate-defined technology, maintain accurate records of all customer communication and metrics
• Consistently demonstrate high standards of integrity by supporting the agency and cooperative mission and values
• Maintain high regard for member privacy in accordance with the corporate privacy policies and procedures
• Maintain knowledge of all relevant legislative and regulatory mandates and ensure that all activities follow these requirements
• The requirements herein are intended to describe the general nature and level of work performed by employee, but is not a complete list of responsibilities, duties, and skills required. Other duties may be assigned as required.

Minimum Requirements:

Education and Experience

• BS in Marketing, Business Administration, Communications, or similar field or an equivalent combination of education and experience
• 2+ years' experience in a sales environment, with a focus on marketing, insurance, communications, and/or business development preferred
• An agricultural background is preferred
• Certification and/or License -
  • Must possess or obtain property and casualty license within 90 days of hire
  • Must possess valid driver's license
  • Must possess or obtain a life/health insurance license within 6 months of hire

Knowledge, Skills, and Abilities

• Strong communication, analytical, problem-solving, public speaking, interpersonal, and selling skills
• Sound understanding of effective sales and marketing tactics to move prospect to sale
• Excellent oral, written, and presentation communication skills required for a diverse range of internal and external audiences
• Must be able to establish effective relationships and independently manage those relations with all levels of internal staff and external customers, business partners, and vendors
• Must have ability to travel independently in a timely fashion to visit customers throughout the assigned territory
• Able to read, write, and speak English
• Travel: 75%-100% (3+ weeks per month)

Equal Opportunity Employer including Disabled/Veterans