Tired of your 'JOB' and want a career? Looking for a career with freedom and high earning potential that provides residual income on the book of business you build? Want to work for a company with great benefits and retirement plan? Like meeting people and building relationships?
If you are feel that sales may be your calling, then we want to hear from you. All candidates must complete a Sales DNA assessment: https://eval.objectivemanagement.com/X8NGM84
Primary Responsibilities:
- Prospect for new business based on agency qualified client criteria
- Foster networks, centers of influence, and connections to generate leads
- Facilitate entire life cycle process of prospect to client closure
- Maintain client relationships encouraging retention and cross-selling
Detailed duties:
- Develop and maintain prospect pipeline
- Maintain accurate CRM database
- Immediately follow up on referrals
- Cultivate referral sources through community and networks
- Make adequate prospecting calls to support short term and long term growth goals
- Qualify prospects for insurability and quality of risk
- Gather prospects information in order to market insurance coverage
- Prepare coverage analysis and pre-underwriting to support Account Manager
- Work with Account Managers to market and prepare proposal
- Arrange proposal meeting and ensure all proposal documentation is accurate and complete
- Follow up for collection of all signatures and premium payments
- Provide ongoing risk management guidance to clients
- Work with Account Manager (Account Executive) to support client’s daily service needs
- Stay connected to clients based on agency service standards (segmentation) to promote retention
- Continually acquire and maintain market and coverage knowledge and trends
- Review book of business at regular intervals to evaluate retention, service needs, loss analysis and identify trends
- Participate in sales meetings
Knowledge, Skills and Abilities:
- Experience cold calling and getting appointment preferred.
- College education or equivalent business experience
- Knowledge or experience with a CRM database is preferred
- Ability to communicate and understand orally and in writing with others to explain complex or abstract issues, receive and interpret complex information and respond appropriately.
- Comfortable with technology, including computers, AI, CRMs, Social Media, etc.
- Ability to meet deadlines, follow up with others in a timely fashion, and meet or exceed goals.
- Texas Property & Casualty license preferred - will consider onboarding and getting the right person licensed. They would have to show a propensity for sales and have the drive and energy to succeed.
