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Insurance Sales Consultant
2 months ago
The Sales Specialist position is focused on marketing, prospecting, and selling insurance products across various lines offered by American Family Insurance. This role emphasizes building and maintaining strong customer relationships, identifying client needs, and aligning them with suitable products and services. The position also involves enhancing brand visibility through active participation in community and agency events.
Key Responsibilities
- Acquire a comprehensive understanding of local market trends to identify business development opportunities across all product lines.
- Utilize consultative selling techniques to assist the agency in expanding its client base by selling insurance products to prospective customers.
- Engage in proactive cross-selling and collaborate with agency team members to provide additional coverage options to current clients.
- Generate new business through various channels including leads, phone outreach, networking events, trade shows, and personal connections.
- Achieve new business goals through individual initiative and established lead generation methods.
- Prepare quotes and applications, delivering impactful presentations to successfully close sales.
- Licensing Requirement: Must possess a Property and Casualty license or be willing to obtain one within the first month of employment.
- Experience: A minimum of 2 years in self-sourced sales with at least 40 transactions in the last 24 months is preferred.
- Ability to operate independently, effectively prioritize tasks, and organize work efficiently.
- Education: High School Diploma or equivalent is required; an Associate's Degree is preferred.
- Proven experience in sales and customer service.
- Proficiency in PC software applications, including Microsoft Office Suite and Internet Explorer.
- Familiarity with a variety of digital devices such as smartphones, tablets, and laptops.
