The Sales Agency Coordinator plays a vital role in expanding our customer base and enhancing sales performance for our Insurance products. This position is perfect for individuals who enjoy independently prospecting for new clients and nurturing relationships with current customers.
In this position, you will also assist in the identification and onboarding of new independent agents, helping them establish their business and accompanying them on sales calls.
Key Responsibilities: - Sales Generation: Prospect for new customers and drive sales through various channels including field prospecting, referrals, leads, and direct outreach to existing policyholders.
- Customer Relationship Management: Build and maintain strong customer relationships while addressing their needs and concerns.
- Sales Performance: Achieve at least 75% of personal production goals set by the Agency to maintain affiliation.
Sales Presentations: Conduct engaging presentations tailored to customer needs, while demonstrating in-depth knowledge of our Company's products and sales processes.
Agent Training and Support: - Provide field training to all assigned Independent Agents based on their specific needs.
- Help new agents grasp the fundamentals of the sales process and develop their skills.
- Assist agents in appointment planning and scheduling.
- Mentor established agents during sales visits, offering guidance and support.
- Quickly address any operational challenges related to new business setups.
Required Skills: - Entrepreneurial Spirit: A drive to build and grow your own independent agency.
- Sales Execution: A proven ability to consistently meet or exceed assigned sales goals.
- Effective Communication: Strong professional verbal and written communication skills, with an understanding of personal branding.
- Goal Orientation: Self-motivated with a strong focus on setting and achieving personal goals.
- Obtaining a Life, Accident, and Health license is mandatory before appointment.