Insurance Sales Representative

2 days ago

Bend, Oregon, United States Combined Insurance Full time
Job Title: Agency Coordinator

At Combined Insurance, we are seeking a highly motivated and results-driven Agency Coordinator to join our team. As an Agency Coordinator, you will play a critical role in driving sales growth and supporting the delivery of sales objectives for our assigned area.

Key Responsibilities:
  • Generate new customers and sales through field prospecting, referrals, leads, target marketing, direct contact, and current policyholders.
  • Build customer relationships and respond to customer needs and concerns.
  • Meet a minimum of 75% of personal production for the year as an agent and sales standards set by Agency to remain affiliated.
Additional Responsibilities:
  • Conduct sales presentations consistent with new customer needs and assessment approach.
  • Field train and accompany all assigned independent agents as needed and requested by agent.
  • Mentor and coach established agents by conducting field training or accompanying them during sales visits as needed.
Requirements:
  • Entrepreneurial spirit to build their own independent agency.
  • Execute the sales system: executing ability to meet or exceed assigned sales goals consistently.
  • Effective communication: professional verbal and written communication skills, affinity to the value of personal brand.
  • Goal setting: demonstrate personal initiative and goal-oriented.
  • Ethics: maintain and exemplify high ethical standards.
  • Time management: ability to effectively plan, manage time.
  • Coaching: coaching and mentoring skills, high desire to see others achieve.
  • Training/developing: ability to facilitate training.
  • Prospecting: active networker within geography that leads to customer and agent leads.
Preferred Qualifications:
  • Successful and stable work history.
  • Minimum of 1-year coaching/leading work experience.
  • Demonstrated ability to lead a team through work experience or demonstration of personal motivation, strong ethics, and desire to see others succeed.
  • Minimum of 6 months with track record of meeting or exceeding sales goals to be appointed.
  • Previous coaching and development experience is a plus.
  • Ability to use technology at intermediate level.
  • High School Degree or equivalent required, College degree preferred.
  • Obtaining a Life, Accident, and Health license is required prior to being appointed.

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