What are the responsibilities and job description for the Business Development Specialist position at Advisors Insurance Brokers?
The goal of this position is to provide proactive, high-quality support to the overall sales success of the Agency. The candidate is expected to provide direct, internal & external retail-facing and wholesale sales support to the business development and internal brokerage sales support teams, in the form of sales support and, as needs & experience allow, direct retail sales.
This is an ideal position for a candidate who has some initial Life, Disability, Long Term Care insurance, Annuity or other similar sales experience, but for whom personal production may not be the best fit, and for a candidate who desires a career in the insurance brokerage industry.
Sales Support Job Functions & Duties (including but not limited to) :
- Work with internal sales agents to follow up on older leads
- Assist in scheduling in person and / or web based (e.g. Zoom) appointments for internal sales agents
- Attend offsite consumer trade shows and conferences
- Assist in compiling an email marketing distribution list
- Assist in general marketing initiatives via phone, email, direct mail, etc.
- Work with internal brokerage sales support teams across various product lines, as needed
- Learning & assisting with generation of insurance / annuity proposals / illustrations
- Updating agency internal CRM as needed
- Assisting in preparing for agency attended conferences, trainings and other events
- Assist with other agency marketing initiatives as needed
Requirements & Skills
Additional Items
o401(k) with company match; health insurance w / FSA / HSA; dental; vision; life insurance; income protection / disability insurance; parental leave and more