The Sales Coordinator for Agency plays a critical role in driving business growth by independently prospecting for new customers and engaging with existing clients to sell Insurance products within a designated area. This position is also key in identifying and onboarding new independent agents, providing them with the necessary support and guidance to achieve sales success.
Responsibilities: - Sales Generation: Actively seek new customers and drive sales through field prospecting, referrals, direct outreach, and leveraging existing policyholders.
- Client Relations: Build and nurture strong relationships with customers, promptly addressing their needs and concerns.
- Sales Performance: Achieve at least 75% of personal production targets annually, in line with agency performance standards.
- Presentations: Conduct effective sales presentations tailored to meet customer needs, utilizing deep knowledge of company products.
- Training and Support for Agents: Mentor and train new independent agents in sales strategies, including appointment setting and sales process understanding.
- Field Training: Accompany agents on sales visits, providing coaching and immediate support for operational issues.
Required Skills: - Entrepreneurial Mindset: Ability and enthusiasm to build and manage an independent agency.
- Sales Execution: Proven capability to consistently meet or exceed sales goals.
- Communication Skills: Strong verbal and written communication skills with an emphasis on personal branding.
- Goal-Oriented: Self-motivated with a clear focus on personal and professional goals.
- Licensing Requirement: Must obtain a Life, Accident, and Health license prior to appointment.