Sales Agent

Summary

The Sales Agent is a pivotal role within the organization, tasked with delivering exemplary client service and achieving individual sales objectives. This position emphasizes the development of strong client relationships through a comprehensive understanding of insurance products. Candidates must demonstrate a proven history of success in sales within a dynamic environment. Comfort in leading the sales process, which includes identifying potential clients, developing proposals, and closing sales, is essential. Professionalism and integrity are critical attributes for success in this position.

Responsibilities

• Plan and organize daily activities to engage with potential clients, both individuals and businesses.
• Expand existing client accounts by securing larger policies and coordinating promotional activities.
• Execute all sales functions, including responding to inquiries, preparing quotes, processing applications, and managing follow-up schedules.
• Follow up on leads and proficiently close sales.
• Meet and exceed established sales goals and quotas.
• Maintain accurate records of client interactions and routinely update the database with information regarding inquiries, quotes, and opportunities.
• Utilize market research and professional connections to identify new client prospects.
• Participate in training sessions to enhance product knowledge and sales techniques.
• Attend industry events and trade shows to broaden market reach and foster client relationships.
• Remain informed about all products and services offered by the company, ensuring a thorough understanding of product lines and pricing.

Requirements