Job Title: Sales Representative
Reports to: Agency President
FLSA Status: Non-exempt
SA13SREN Sales Representative – Employee Benefits
Summary This is a non-exempt inside sales position. The Sales Representative solicits and sells insurance products and services to new business; expands book of business; enhances the public image of the Agency by proactively performing the following duties.
Essential Duties and Responsibilities include the following. Other duties may be assigned.
Effectively use sales techniques to identify prospective clients to provide leads for additional business. Generates a steady flow of qualified prospects from own leads and company supplied leads and solicits referrals from existing customer base.
Contacts and qualifies prospective clients and explains features and merits of our capabilities as an Agency.
Anticipates future needs and calls on established clients to possibly upgrade accounts.
Develops long-term relationships with clients, carriers, and underwriters.
Develops a thorough and accurate understanding of the clients' and carriers' business needs.
Gathers complete client information necessary for marketing the account.
Education and/or Experience
Associates degree or Bachelor's degree (B. A.) from a two or four-year college or university. Related experience and/or training experience a plus.
Ability to read, analyze, and interpret common technical journals, financial reports, and legal documents. Ability to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community. Ability to effectively present information to top management, public groups, and/or boards of directors.
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages.
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
To perform this job successfully, an individual should have knowledge of Microsoft Outlook, Excel, Agency Management systems, Spreadsheet software and Word Processing software.
Certificates, Licenses, Registrations
Valid insurance licenses a plus.
Other Skills and Abilities
Must be a self-starter, imaginative, and creative with good communications skills and strong sales skills.
Must be competitive, persistent, and self-reliant, with high energy and sales drive.
Must be able to cold-call on prospects, influence others and close the sale.
Must have a thorough understanding of health insurance underwriting.
Must be willing to travel.
Must possess valid driver’s license.