What are the responsibilities and job description for the Life Sales Specialist position at American Family Insurance?
Agency: Kiley Raffaeli Agency LLC
Greeley, Colorado
*The Sales Specialist is a 1099 Independent Contractor member of the Agency and not an employee of American Family Insurance.
Objective:
The Sales Specialist role markets, prospects and sells American Family Life Insurance products in a specialized product line. 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 Life Lines Sales Specialist is responsible for attaining sales, profitability and service goals for life products.
Insurance Sales:
Develops knowledge of the local market dynamics for business development opportunities for life 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 and telephone calls.
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.
Company and Brand Promotion:
Develops, maintains and cultivates community contacts to enhance agency visibility and maximize new business opportunities.
Participates in events designed to promote brand awareness and educate consumers.
Insurance Service:
Retains existing customers by providing industry leading customer experiences.
Ensures completion of requested account and policy updates and changes.
Coordinates the involvement of appropriate agency and or business partners when necessary to resolve customer issues.
Knowledge and Skill Development:
Continually improves knowledge in area or field of specialization, insurance industry, products, underwriting requirements, sales, customer service and supporting technology.
Participates in continuing education and professional designation programs.
Education/Licenses/Designations:
Required by state statutes to have proper insurance licensing to sell, solicit or negotiate insurance products.
The following line of authority is required for this position: Life
Valid driver’s license required.
Role Requirements:
Ability to work independently to plan, set priorities and organize work.
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, Salesforce etc.)
Experience using a wide range of digital devices such as smartphones, tablets and laptop computers.
Preferred Knowledge/Skills/Education/Designations:
Demonstrated knowledge of insurance concepts and principles.
Demonstrated effective life insurance prospecting and sales experience.
Working Conditions:
Non‐typical schedules (evenings or weekends) may be necessary on occasion.
General office setting.
Remote.
Flexible.
Please send your resume and cover letter to:
Kiley Raffaeli Agency LLC
kraffael@amfam.com
Greeley, Colorado
*The Sales Specialist is a 1099 Independent Contractor member of the Agency and not an employee of American Family Insurance.
Objective:
The Sales Specialist role markets, prospects and sells American Family Life Insurance products in a specialized product line. 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 Life Lines Sales Specialist is responsible for attaining sales, profitability and service goals for life products.
Insurance Sales:
Develops knowledge of the local market dynamics for business development opportunities for life 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 and telephone calls.
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.
Company and Brand Promotion:
Develops, maintains and cultivates community contacts to enhance agency visibility and maximize new business opportunities.
Participates in events designed to promote brand awareness and educate consumers.
Insurance Service:
Retains existing customers by providing industry leading customer experiences.
Ensures completion of requested account and policy updates and changes.
Coordinates the involvement of appropriate agency and or business partners when necessary to resolve customer issues.
Knowledge and Skill Development:
Continually improves knowledge in area or field of specialization, insurance industry, products, underwriting requirements, sales, customer service and supporting technology.
Participates in continuing education and professional designation programs.
Education/Licenses/Designations:
Required by state statutes to have proper insurance licensing to sell, solicit or negotiate insurance products.
The following line of authority is required for this position: Life
Valid driver’s license required.
Role Requirements:
Ability to work independently to plan, set priorities and organize work.
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, Salesforce etc.)
Experience using a wide range of digital devices such as smartphones, tablets and laptop computers.
Preferred Knowledge/Skills/Education/Designations:
Demonstrated knowledge of insurance concepts and principles.
Demonstrated effective life insurance prospecting and sales experience.
Working Conditions:
Non‐typical schedules (evenings or weekends) may be necessary on occasion.
General office setting.
Remote.
Flexible.
Please send your resume and cover letter to:
Kiley Raffaeli Agency LLC
kraffael@amfam.com
