District Life Insurance Specialist
1 week ago
Job Summary
The District Life Insurance Specialist will play a pivotal role in enhancing our agents' competitive position and increasing sales production through effective communication of product knowledge, illustration support, and resolution of agent problems.
This position will provide field support by serving as a direct liaison with our agents, meeting sales goals through their own prospecting efforts, and partnering with agency owners and agency team members across the district to drive further life insurance penetration across the 45,000+ policyholders we serve.
Key Responsibilities
- Assist agents with quotes, underwriting, and policy issuance, exemplifying speed, poise, and heart in every interaction.
- Elevate agents' market standing by boosting their sales prowess through stellar communication, robust product knowledge, and strategic illustration support.
- Hit quarterly Life Insurance sales goals.
- Drive results for District to meet annual premium and count goals.
- Drive agency engagement in life insurance.
- Act as the primary support and liaison, ensuring agents feel fully supported both in the field and within the wider company network.
- Proactively engage in inbound and outbound communications, with a laser focus on cultivating relationships, driving sales excellence, and securing quality retention.
- Exemplify and inspire a culture of ambition, meeting and surpassing established goals and benchmarks for performance and compliance.
- Rapidly establish trust and professional camaraderie with agents, colleagues, and external partners to meet collective sales objectives.
Requirements
- Proven prowess in sales, with the ability to articulate product value and navigate complex sales conversations.
- Exceptional communication aptitude, characterized by clear, persuasive verbal and written skills.
- Experience building relationships and a proven track record of exceeding goals.
- Adept at analytical thinking, translating data insights into strategic actions.
- Quick learner, eager to assimilate new skills and adapt to evolving industry landscapes.
- Outstanding organizational skills, with a knack for juggling multiple priorities effortlessly.
- Experience in life insurance, financial services, or related fields in sales is advantageous.
- Previous exposure to call center or sales environments will be valued.
- Life and Health Agent License required.
- Series 6 and 63 certifications are highly desirable.
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