Insurance Territory Sales Representative

1 week ago

Winter Garden, Florida, United States New York Life Full time


We're seeking an Outside Sales Representative to identify new target buyers and upsell to current customers to achieve sales goals.

The ideal candidate is a service-oriented outside sales expert who can prospect, present, and close deals efficiently. If you are looking to combine your communication and prospecting skills with your outside sales experience to leverage a more lucrative career in the industry, we want you on our team

Responsibilities

  • Keep bookkeeping systems, sales databases, customer records, and related organizational tools current to accurately report progress to monthly and quarterly sales quotas to stakeholders
  • Implement sales strategies and tactics proven effective in maintaining and growing existing customer portfolios comprised of loyal, long-term clients
  • Spend time listening to new and potential clients, assess their priorities and finances, and determine suitable insurance plan options that successfully meet their individual insurance needs
  • Develop and deliver risk management strategies for each customer based on their risk profile
  • Stay abreast of insurance industry protocols and policy changes to ensure fulfillment of all policy requirements, and monitor insurance claims to ensure mutual satisfaction
  • Meet or surpass the monthly quota for sold business and lead requirements/ revenue-generating activities
  • Convert "no" into "yes" by identifying and resolving potential obstacles such as budget, timelines, shareholders, competition, and other pain points
  • Present a win-win solution for the prospect, negotiate sales contract specifics, and close deals
  • Move your sales leads and deals through the sales pipeline efficiently while consistently adding new target buyers into the funnel
  • Create a competitive analysis, identify industry and product trends, and position our brand as the clear and obvious choice

Qualifications

  • Sales experience preferred - go-getter mindset
  • Strong communication skills, both written and verbal
  • Desire to help others
  • Strong business acumen
  • Perseverance in the face of a challenge
  • Ability to engage your community and leverage personal networks/contacts
  • Bilingual Speaking (English/Spanish)
    A Plus
  • Some industry or product knowledge preferred and a High school diploma is required
  • You love talking and meeting with prospects, presenting to them, closing the deal, and asking for referrals
  • 2 years of outside sales experience or related marketing experience
  • Ability to meet and exceed monthly quota in sales
  • You are an organized, detail and deadline-oriented self-starter who loves contributing your team's goals

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