Sales Specialist

Objective

The Sales Specialist role markets, prospects, and sells American Family Insurance products in all product lines. Maintains effective customer relationships, understands customer`s needs and matches them with appropriate product and service offerings. Promotes brand awareness through participation in agency and community events.

The All Lines Sales Specialist is responsible for attaining sales, profitability and service goals for all product lines.

Insurance Sales

· Develops knowledge of the local market dynamics for business development opportunities for all product lines

· Helps the Agency grow by using consultative selling techniques to sell insurance products to new customers

· Proactively cross sells and or coordinates with agency team members to provide additional coverage to existing customers

· Prospects for new business through leads, telephone calls, networking events, trade shows and personal contacts (Includes leads through COI, social media, B2B and B2C networks, and sales lead groups

· Secures new business through individual effort and established lead methods

· Prepares quotations and applications and delivers effective presentations in order to close sales

· Complies with underwriting guidelines and contacts appropriate division for underwriting guidance when needed

· Conducts sales and review appointments with prospective and current customers

· Meets and exceeds sales goals

Education/Licenses/Designations

· Required by state statutes to have proper insurance licensing to sell, solicit or negotiate insurance products. The following lines of authority are required for this position: Property; Casualty; and Life; (Health is optional)

· Valid driver’s license required

Role Requirements

· Ability to work independently to plan, set priorities and organize work

· Active involvement in the local community

· Demonstrated sales and customer service experience

· Excellent oral and written communication skills

· Demonstrated analytical skills

· Experience with PC software applications (Microsoft Office Suites, Internet Explorer, etc.)

· Experience using a wide range of digital devices such as smartphones, tablets and laptop computers

· Experience with social media platforms, including, but not limited to Facebook, Twitter, Pinterest, YouTube, Instagram, Google+, LinkedIn, etc.

Industry: Insurance

Employment Type: Full-time and Part-time