Agency Sales Coordinator

Agency Coordinator – Combined

Responsible for prospecting new customers independently and meeting with current customers to sell insurance products within a specific geographic area and supporting sales objectives for the assigned area.

Supports identification and appointment of new independent agents, accompanies them to sales calls, assists in presentations, and helps set up business.

• Generate new customers and sales through field prospecting, referrals, leads, target marketing, direct contact, and current policyholders.
• Build customer relationships and respond to customer needs and concerns.
• Meet a minimum of 75% of personal production for the year and sales standards set by the Agency to remain affiliated.
• Conduct sales presentations consistent with customer needs assessment approach.
• Possess knowledge of company products and efficiently present sales materials.
• Effectively demonstrate the company’s sales process.
• Serve customer service calls or refer to appropriate channel.
• Field train and accompany all assigned independent agents as needed.
• Support new agents to develop a solid understanding of the sales process.
• Support agents in appointment setting as needed.
• Mentor and coach established agents through field training or accompanying during visits.
• Report any operational issues in setting up new business promptly.
• Exhibit entrepreneurial spirit to build their own independent agency.
• Execute the sales system and consistently meet or exceed assigned sales goals.
• Communicate professionally, verbally and in writing, with a focus on personal brand.
• Set goals and demonstrate personal initiative.

• Obtaining a Life, Accident and Health license is required prior to appointment.

Seniority level:
Mid-Senior.

Employment type:

Contract.

Job function:
Sales and Business Development;
Industry: Insurance.