Regional Sales Agent - Mountain Area
Indexed description
Job Duties And Responsibilities
- Achieve new business sales goals set by management within assigned territory for Property and Casualty product lines, including Workers’ Compensation, as well as health insurance & other benefits lines
- Meet with cooperative members and other prospects to evaluate insurance needs and describe insurance offerings through farm and on-site visits. Gather all pertinent information and forms required for insurance submissions and work collaboratively with staff to ensure timely submissions to partner insurance carriers
- Solicit services and enhance relationships with key accounts and members via regular calls and visits; provide management with regular updates on progress and key developments
- Collaborate with sales leaders in development of sales and marketing strategy for assigned region
- Assure that communications to customer community (written and verbal) are consistent with policy and state and federal regulations
- Problem-solve and attend training to supplement and increase sales and improve professional skills
- Follow corporate procedures and, through use of corporate-defined technology, maintain accurate records of all customer communication and metrics
- Consistently demonstrate high standards of integrity by supporting the agency and cooperative mission and values
- Maintain high regard for member privacy in accordance with the corporate privacy policies and procedures
- Maintain knowledge of all relevant legislative and regulatory mandates and ensure that all activities follow these requirements
- The requirements herein are intended to describe the general nature and level of work performed by employee, but is not a complete list of responsibilities, duties, and skills required. Other duties may be assigned as required.
Minimum Requirements
Education and Experience
- Must possess or obtain property and casualty license within 90 days of hire
- Must possess valid driver’s license
- Must possess or obtain a life/health insurance license within 6 months of hire
- Strong communication, analytical, problem-solving, public speaking, interpersonal, and selling skills
- Sound understanding of effective sales and marketing tactics to move prospect to sale
- Excellent oral, written, and presentation communication skills required for a diverse range of internal and external audiences
- Must be able to establish effective relationships and independently manage those relations with all levels of internal staff and external customers, business partners, and vendors
- Must have ability to travel independently in a timely fashion to visit customers throughout the assigned territory
- Able to read, write, and speak English
- Travel: 75%-100% (3+ weeks per month)
$70000-$85000 / year
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