Sales Specialist - Life Lines

Todd Wells Agency, Inc - American Family Insurance

Littleton, CO

$20 to $30 Hourly
Paid Time Off
Full-Time

Job Description

Benefits:

Bonus based on performance
Competitive salary
Paid time off

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 drivers 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