Sales Associate Agent

Country Financial; Juneau (AK); Hybrid; USD 32,370 - 72,358; Full time

Benefits offered by this job

Remote work option

Flexible schedule

Paid time off

Hybrid work location

Job summary

Country Financial is seeking a diligent Sales Associate Agent to support a busy insurance agency. You will coordinate calendars, handle client inquiries, and assist with policy creation and renewals while delivering high-quality service.

The role emphasizes organization, proactive communication, and relationship-building to drive sales and customer satisfaction. Hybrid work options available for candidates in Minnesota, with relocation as needed.

Qualifications

• Experience in a sales role, preferably in insurance/financial services.
• Excellent organizational skills with attention to detail and multi-tasking.
• Strong verbal and written communication for client interactions.
• Proficient with MS Office and CRM systems.
• Able to adapt quickly to a fast-paced environment and changing priorities.
• Maintain confidentiality and integrity when handling sensitive information.

Responsibilities

• Manage calendars, coordinate appointments, and handle correspondence to ensure efficient day-to-day operations.
• Sell products and services while serving clients; act as a primary point of contact for buyers.
• Prepare and maintain accurate client files, policies, and documentation in compliance with standards.
• Collaborate with agency owner on marketing strategies, outreach, campaigns and client relationship management.
• Assist in creating, modifying, and renewing insurance policies with accurate information.

Skills

Sales experience

Customer service

Organizational skills

Communication

CRM familiarity

MS Office

Adaptability

Confidentiality

Tools

MS Office Suite

CRM software

Job description

Overview

The sales associate agent (SAA) is the right hand to a successful agency in the insurance industry. You will provide crucial support and enable seamless operations. This role requires impeccable organization, a proactive mindset, and a commitment to excellence in sales and customer service.

Primary Responsibilities

• Skills: Proven work experience as a sales representative with basic understanding of sales principles and customer service. Ability to maintain a positive attitude and focus on customer satisfaction in a fast-paced environment.
• Administrative Support: Manage calendars, coordinate appointments, and handle correspondence to ensure efficient day-to-day operations.
• Client Liaison: Selling products and services while taking care of customers. Act as a point of contact for clients, assisting them through the buying process, offering exceptional service, addressing inquiries and facilitating communication between clients and the agent.
• Documentation and Record Keeping: Prepare and maintain accurate client files, policies and documentation, ensuring compliance with industry standards and regulations.
• Marketing and Sales Opportunities: Collaborate with agency owner to execute marketing strategies including outreach, campaigns and client relationship management. Planning and attending marketing/networking activities, actively seeking new business relationships and events.
• Policy Management: Assist in the creation, modification, and renewal of insurance policies, ensuring accuracy and completeness of information.

Qualifications

• Experience: Previous experience in a sales role, preferably within the insurance or financial industry.
• Organizational Skills: Exceptional organizational skills and attention to detail are critical in managing multiple tasks and priorities effectively.
• Communication: Excellent verbal and written communication skills are essential for client interactions and correspondence.
• Tech Proficiency: Proficiency in MS Office Suite and familiarity with industry-specific software or CRM systems.
• Adaptability: Ability to thrive in a fast-paced environment and adapt quickly to changing priorities and situations.
• Confidentiality: Uphold the highest standards of confidentiality and integrity when handling sensitive information.

Benefits

• Competitive salary and opportunities for career growth within the insurance industry.
• Competitive bonus and commission schedule.
• Flexible schedule and paid time-off.
• Option to work remotely for the right candidate.
• Collaborative and supportive work environment fostering professional development.
• Exposure to diverse facets of the insurance industry and opportunities for skill enhancement.

If you are passionate about providing top-notch service and fostering client relationships, contributing to the success of a reputable insurance agency, we invite you to join our team and make an impact in the industry and across your community.

Job Types: Full-time, Part-time

Pay: $32,370.00 - $72,358.00 per year

Expected hours: No less than 20 per week

Shift: Day shift

Weekly day range: Weekends as needed

Work Location: Hybrid remote in Cannon Falls, MN 55009

Ability to Relocate: Relocate before starting work required.