Direct Sales Agent Specialist
Company | Allstate Insurance Company |
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Location | Fort Myers, FL, USA |
Salary | $17 – $20 |
Type | Full-Time |
Degrees | |
Experience Level | Entry Level/New Grad, Junior |
Requirements
- 0 – 2 years of experience
- P&C licensing (Preferred) or must attain required licensure within 90 days of joining the company.
Responsibilities
- Drive new business sales
- Understand customers’ needs to build rapport and trust
- Build and retain their book of business within the market/retail location
- Attract and generate new customers
- Cross-sell existing customers
- Sell to walk-in customers
- Market products outside of the office via marketing calls and in-person visits
- Create community relationships to promote continued growth
- Assist customers in the office.
Preferred Qualifications
- Successfully closes sales of insurance and ancillary products.
- Meets and exceeds sales goals through new product sales, cross sell/retention of customers.
- Leverages community contacts (natural market) to continually build a sales pipeline.
- Initiate outbound calling to established target customer base for Product offerings.
- Monitors key competitors in the local market area and makes suggestions on initiatives that could improve the company’s position in the marketplace.
- Works with Direct Sales Leadership to plan, implement, and manage marketing and sales processes to achieve production and growth goals.
- Delivers optimal results within appropriate metrics, including quality, quantity, timeliness, productivity, customer satisfaction and financial performance.
- Understands, promotes, and remains current on company underwriting guidelines, announcements, and memos related to changes in company policies and procedures.