Insurance Sales Consultant
2 weeks ago
Licensing Requirements:
Obtain all necessary licenses as mandated by Farmers Insurance and the state regulations, including:
- Property and Casualty (P/C)
- Life and Health
Client Relationship Management:
Build and maintain relationships within the community to cultivate future referrals, ensuring a consistent influx of new business into the agency.
Outbound Communication:
Conduct a minimum of 100 outbound communications daily (encompassing both cold and warm outreach) to connect with potential clients.
Training and Development:
Complete online training modules provided by Farmers, tailored for agency producers to enhance your expertise and capabilities.
Quoting Objectives:
Generate 10 personal line quotes each day to facilitate the quoting process.
Complete 1 commercial insurance quote and 1 life insurance quote weekly.
Sales Presentations:
Present life insurance solutions to at least 10 individuals daily to stimulate interest and drive sales.
Weekly Team Meetings:
Engage actively in weekly team meetings, coming prepared to:
- Review current performance metrics.
- Provide forecasts for upcoming goals and targets.
File Management:
Ensure all documentation is completed in accordance with agency standards, maintaining accuracy and compliance with regulatory obligations.
Feel free to modify the content to better align with your preferences or specific procedures. For further assistance or adjustments, please reach out.
Compensation and Benefits
Hourly Base Salary + Commission + Bonus Opportunities
Monday to Friday Schedule
Hands-on Training Provided
Paid Time Off (PTO)
Opportunities for Career Advancement
Key Responsibilities
Work Schedule:
Total Work Hours: 8 hours per day
Lunch Break: 1 hour
Sales Goals:
Property and Casualty (P&C) Premiums:
Achieve a minimum of $18,000 in P&C premiums each month.
Life Insurance Premiums:
Achieve a minimum of $1,000 in Life Insurance premiums each month.
Qualifications
Outbound Communication:
Must conduct 100 outbound communications with potential clients.
Quoting Requirements:
Must deliver 10 quotes daily to drive sales and client engagement.
Office Presence:
Be physically present in the office during business hours to ensure availability for team collaboration and client interaction.
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