Licensed Sales Agent

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The Sales Specialist role involves marketing, prospecting, and selling American Family Insurance products across all lines. It requires maintaining effective customer relationships, understanding customer needs, and matching them with suitable products and services. The role also includes promoting brand awareness through participation in agency and community events.

The All-Lines Sales Specialist is responsible for achieving sales, profitability, and service goals for all product lines.

• Develop knowledge of local market dynamics to identify business development opportunities for all product lines.
• Assist agency growth by using consultative selling techniques to attract new customers.
• Proactively cross-sell and coordinate with team members to offer additional coverage to existing clients.
• Seek new business through leads, calls, networking, trade shows, and personal contacts, including social media and sales groups.
• Secure new business through individual effort and established lead methods.
• Prepare quotations and applications, and deliver presentations to close sales.
• Follow underwriting guidelines and consult with underwriting divisions as needed.
• Conduct sales and review appointments with prospective and current customers.
• Meet and exceed sales targets.

• Develop and maintain community contacts to increase agency visibility and generate new business.
• Participate in events that promote brand awareness and educate consumers.

• Retain existing customers by providing excellent service experiences.
• Complete account and policy updates and changes as requested.
• Coordinate with agency or business partners to resolve customer issues.

• Continuously improve knowledge of insurance products, underwriting, sales, customer service, and technology.
• Participate in continuing education and professional development programs.

• Possess proper insurance licenses for property, casualty, and life lines, as required by state law. Health license is optional.
• Valid driver’s license required.

• Ability to work independently, plan, prioritize, and organize tasks.
• Active involvement in the local community.
• Proven sales and customer service experience.
• Excellent communication skills, both oral and written.
• Strong analytical skills.
• Experience with PC software (Microsoft Office, Internet browsers).
• Experience with digital devices (smartphones, tablets, laptops).
• Familiarity with social media platforms such as Facebook, Twitter, Instagram, Linked In, etc.

• Knowledge of insurance concepts and principles.
• Experience in multi-line insurance prospecting and sales.

• Occasional non-traditional hours, including evenings or weekends.
• Standard office environment.

• Associate

• Full-time

• Insurance and Insurance Carriers

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