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Insurance Sales Territory Representative

2 months ago

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

Position Overview: We are in search of an Outside Sales Representative who will be responsible for identifying new potential clients and enhancing relationships with existing customers to meet sales objectives. The ideal candidate is a dedicated sales professional with a knack for prospecting, presenting, and closing deals effectively. If you are eager to merge your communication and sales skills with your experience in the field, we invite you to consider joining our team.

Key Responsibilities:

  • Transform objections into opportunities by identifying and addressing potential challenges such as budget constraints, timelines, stakeholder concerns, competition, and other pain points.
  • Engage in proactive outreach through cold calls and emails to prospective clients, arrange face-to-face sales meetings, and follow up on inquiries for information.
  • Finalize sales by crafting, presenting, and negotiating tailored solutions for your prospects.
  • Conduct competitive analyses, recognize industry and product trends, and position our offerings as the premier choice in the market.
  • Surpass monthly and quarterly revenue targets while achieving sales and lead generation activity goals to secure ongoing business.
  • Maintain accurate records in bookkeeping systems, sales databases, and customer files to effectively report progress towards monthly and quarterly sales goals to stakeholders.
  • Execute proven sales strategies and tactics to sustain and expand existing customer portfolios comprised of loyal clients.
  • Invest time in understanding the needs and priorities of new and potential clients, evaluating their financial situations, and recommending suitable insurance plans that align with their unique requirements.
  • Formulate and present risk management strategies tailored to each client based on their risk profiles.
  • Stay informed about insurance industry standards and policy changes to ensure compliance with all policy requirements, while monitoring claims to guarantee mutual satisfaction.

Qualifications:

  • Outstanding negotiation, interpersonal, presentation, persuasion, and communication abilities.
  • Preferred background in the industry or product knowledge, with a minimum educational requirement of a high school diploma.
  • At least 2+ years of experience in outside sales is preferred.
  • Team-oriented, organized, self-motivated individual with a focus on service, attention to detail, problem-solving, and meeting deadlines.
  • Proven ability to meet and exceed monthly sales quotas.
  • Sales experience with a proactive mindset is preferred.
  • Excellent written and verbal communication skills.
  • A genuine desire to assist others.
  • Strong business insight.
  • Resilience in overcoming challenges.
  • Ability to engage with the community and utilize personal networks.
  • Bilingual proficiency (English/Spanish) is a plus.

Compensation: $65,000+ at plan