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Customer Engagement Advisor

3 weeks ago

Madison, Wisconsin, United States Vicki Wagener Agency, LLC Full time
About the Position

This remote position involves developing knowledge of the local market dynamics for business development opportunities, helping the Agency grow by using consultative selling techniques, and proactively cross-selling to existing customers.

Key Responsibilities:

  • Develops knowledge of the local market dynamics for business development opportunities
  • Helps the Agency grow by using consultative selling techniques to sell insurance products to new customers
  • Proactively cross-sells and 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

Requirements:

  • Active Property and Casualty Insurance License and preferred Life License
  • Ability to work independently to plan, set priorities, and organize work
  • Active involvement in the local community
  • Demonstrated sales and customer service experience
  • Excellent oral and written communication skills

Benefits:

  • Competitive salary: $60,000 - $80,000 per year
  • Bonus based on performance
  • 401(k) matching
  • Paid time off
  • Training & development
  • Flexible schedule
  • Free food & snacks
  • Opportunity for advancement