Agency Advisor

6 days ago

Remote, Oregon, United States CATIC Full time

This is a salaried/Exempt, commissioned based position

Work schedule: Monday - Friday, 40 hours/week

Location: Remote / CT Region

SUMMARY: The Agency Advisor provides service to designated high potential/high producing agents, while focusing on increasing their policy submission to the company. The Advisor identifies,

closes and implements growth opportunities within an assigned geography.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following:

  • Provide a high level of service and training to identified agents to increase their policy submission to the company.
  • Determine appropriate sales/service plans for each identified agent and execute on the same.
  • Monitor and assess business levels of assigned accounts to ensure revenue growth.
  • Evaluate agent needs.
  • Lead all aspects of sales process, while calling upon other company resources to assist in execution of sales/service plan.
  • Work with and maintain an open dialog with Compliance Representatives and in- house Agency Advisors who are involved with identified accounts.
  • Meet established sales and revenue goals.
  • Maintain up-to-date understanding of industry trends and technical developments that effect target markets.
  • Establish and maintain industry contacts that lead to sales.
  • Identify and gather information with regard to high quality, high potential conveyancing prospects and work with manager to convert these potential new accounts into policy producing agents.
  • Develop and deliver sales/service training presentations.
  • Work with Compliance Consultants to facilitate the Agent Audit process.
  • Participate in sales forecasting and planning.
  • Develop and maintain communications in a cooperative and professional manner with all levels of staff and customers.
  • Compliance and adherence at all times with the organization's Code of Ethics and Conduct as well as all of our company policies.
  • Perform other duties as assigned.

QUALIFICATION REQUIREMENTS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Must have valid driver's license and be willing to be "on the road" 80% of time.
  • Must have strong interpersonal skills, maturity and good judgment and be capable of communicating with a diverse range of individuals.
  • Excellent oral and written communication skills including formal presentation skills before both small and large groups.
  • Demonstrated ability in problem solving and negotiation with special emphasis on closing the sale.
  • Ability to work as part of a team.

EDUCATION AND/OR EXPERIENCE:

  • Bachelor degree in business, marketing or a related discipline, or equivalent work experience.
  • Experience working with real estate attorneys and paralegals.

EEO STATEMENT

CATIC Financial, Inc. and its subsidiaries are committed to providing equal employment opportunities to all employees and applicants for employment and to maintaining a work environment that is free from discrimination without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, we comply with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

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