Sr Personal Insurance Sales Representative - Dallas/Fort Worth, TX

thehartford; Frisco (TX); On-site; USD 70,000 - 110,000; Full time

Job summary

The Hartford in Dallas–Fort Worth, TX is seeking a Sr PI Field Sales Rep to drive personal insurance sales across the territory. You will build agency partnerships, execute a robust sales plan, and travel across the territory with a mix of in-person and virtual visits tailored to partners’ locations.

Responsibilities include meeting or exceeding sales plans, leveraging data analytics, and maintaining a disciplined consultative sales process to maximize profitability and growth in a mature market.

Qualifications

• 3+ years of prior field sales / territory management experience required.

Responsibilities

• Achieve or exceed territory sales plans for new policy issuances and profitability.
• Build and execute Territory and Agency Sales Plans aligned with strategic targets.
• Use data analytics to track plan outcomes and communicate insights.
• Prospect and cultivate relationships with new independent agents to secure personal lines appointments.

Skills

Field sales

Territory management

Agency relationships

Job description

Sr PI Field Sales Rep - SD08AE

We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future.

The Personal Insurance Sales Rep must embody a culture of high performance in sales, driven by a mindset of excellence. They will rigorously adhere to a structured sales process, consistently executing Sales Excellence Principles. Collaborating with both existing and potential independent agencies, they will cultivate profitable relationships while serving as a trusted advisor. Responsible for crafting and implementing a robust agency management and territory sales plan, the Rep will strive to surpass production and profit targets within their assigned territory. This role requires in-person engagements with travel required across the territory, supplemented by virtual visits tailored to agency partners' geographic locations.

This role covers the Dallas - Fort Worth, and North Texas market. The candidate must reside within the Dallas - Fort Worth, Texas area.

SALES EXPECTATIONS

• Accountable for achieving or exceeding territory sales plans for new policy issuances, increasing new written premium, enhancing retention rates, and maximizing profitability.
• Builds actionable Territory and Agency Sales Plans that align with our strategic initiatives and financial targets, ensuring success in a high-performance sales environment.
• Leverage advanced data analytics and tools to track plan outcomes, effectively communicate insights, and implement strategic actions.
• Adheres to a disciplined consultative sales process and upholds the consistent execution of Sales Principles, driving success.
• Demonstrates discipline and focus on flow management to ensure adequate flow/bridging with an optimal mix of business to consistently surpass financial targets for both agency and territory.
• Optimizes time allocation with a focus on agency engagement dedicating 60% to drive desired outcomes, while efficiently managing 25% on territory oversight and agency pre-post-call management. The remaining 15% is strategically devoted to fostering team cohesion through huddles, personal development, and comprehensive training initiatives, ensuring peak performance in a high- performance sales culture.

TERRITORY MANAGEMENT

• Cultivates a comprehensive grasp of the assigned territory, identifying the precise blend and quantity of agents poised to capitalize on market opportunities, aligning seamlessly with sales representatives' territorial financial goals.
• Leverages an extensive understanding of industry trends and best practices, nuanced state regulations, current market dynamics, and competitor insights to strategically position agencies for optimal business development and growth.
• Prioritizes agents for maximum potential, gauging potential across various segments, including Strategic Partners, large groups, and agents with untapped capacity fostering a dynamic and results driven sales culture.
• Develop strategic sales call plans to effectively prioritize and leverage agency contacts and activities, ensuring a consistent and sustainable flow of target market business.
• Align Hartford's strategies, support, tools, initiatives, and resources to consistently boost market share in collaboration with agency partners, fostering a harmonious and mutually beneficial relationship.
• Demonstrate proficiency in prospecting and cultivating relationships with new independent agents to secure personal lines appointments with The Hartford.

AGENCY MANAGEMENT

• Conduct impactful in-person or virtual sales meetings to forge and nurture agency relationships with key stakeholders, driving growth, profitability, and client retention.
• Empowers agents to optimize their revenue potential by equipping them with tools and information that highlight The Hartford's unique value proposition, setting it apart from competitors and enhancing overall sales performance.
• Utilizes all available resources and strategies to propel growth and profitability, encompassing agent training, compensation structures, sales initiatives, marketing resources, cooperative programs, social media engagement, and more.
• Possesses an in-depth understanding of the mature market preferences and effectively educates agents on strategic marketing approaches to drive agency revenue within this demographic segment. Has a deep understanding of the preferred mature market and educates agents on how to market and drive agency revenue.
• Exemplifies the essence of the personal lines agency value proposition, instilling in agents the principle of prioritizing value over price, thereby empowering them to serve the best interests of their preferred mature clients with conviction and integrity.

QUALIFICATIONS

• 3+ years of prior field sales / territory management experience required; Personal Insur