Agency Sales Representative

Job Description

Job Description

Objective

The Sales Specialist role markets, prospects, and sells American Family Insurance products in all product lines. 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.

Insurance Sales

• Develops knowledge of the local market dynamics for business development opportunities for all 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

Insurance Service

Knowledge and Skill Development

Education / Licenses / Designations

Role Requirements

Preferred Knowledge / Skills / Education / Designations

Working Conditions