What are the responsibilities and job description for the Regional Wholesaler position at Assurity?
Assurity is looking for enthusiastic, driven and collaborative people to join our team. We’re a company of vibrant and passionate people who work every day to advance our mission of helping people through difficult times – and who truly want to make a difference. As a Certified B Corporation, we have a verified commitment to our people, community and planet, and we work every day to make the world a better place.
Ample opportunities for growth, a thriving culture and coworkers who care as much as you do are just the beginning. Come work with purpose. Learn more: www.assurity.com/careers
ESSENTIAL FUNCTIONS
35% Provides internal sales support to assigned region and Senior Sales Managers, which includes:
- Gaining full working knowledge of internal processes for underwriting, policy submit/issue, claims, client services, contracting and licensing, accounting, and commissions;
- Developing and maintaining knowledge and remaining current on industry trends and competitors;
- Maintaining close working contact with Senior Sales Managers to ensure deliverables and commitments are handled – maintains regular and frequent contact with the assigned Senior Sales Manager;
- Providing product knowledge and sales ideas via phone;
- Handling and screening incoming calls, emails, or faxes to Senior Sales Managers;
- Providing more sophisticated product illustrations and explaining detailed product features and benefits;
- Gaining and maintaining an in-depth knowledge of products, Home Office processes, and sales strategies;
- Assisting the Senior Sales Managers in developing strategies for marketing within the assigned territories; and
- Provides Assurity product and process training virtually for distribution.
25% Tracks and maintains schedules for travel and meetings effectiveness, which includes:
- Coordinating the “territory team” of Senior Sales Managers and Regional Wholesalers to assure good territory strategy and action; and
- Coordinating and supporting all follow up activity in partnership with Senior Sales Managers because of a visit to a distributor.
25% Initiates calls to distributors to set up meetings, which includes:
- Generating new sales through qualifying, prospecting and education of products and services;
- Utilizing HubSpot for basic territory management and contact management reporting;
- Screening and qualifying new distributors over the phone to ensure Senior Sales Manager visits are productive;
- Preparing and distributing illustrations, power point presentations; and
- Scheduling meetings, preparing agenda and itineraries.
15% Performs other functions as assigned, which includes:
- Preparing reports;
- Coordinating schedules with Senior Sales Manager; and
- Tracking territory activity.
The list of essential functions is not exhaustive and may be substituted as necessary.
EXPERIENCE AND SKILL REQUIREMENTS
- Two to four years’ experience in business, sales or related field required.
- Familiarity with the insurance industry and products required.
- Professional oral and written communication skills required.
- Self-motivated individual who initiates action.
- High energy and collaborative style.
- Decision-making ability required.
- Word processing, spreadsheet software and power point proficiency required.
- Talent required in focus, responsibility, discipline, belief, personalizer, relator, sophistication, critical thinking, business sense, communication, courage, persuasion, pride, and achiever.
EDUCATION AND CERTIFICATION REQUIREMENTS
- Bachelor’s degree in business or equivalent in related field required.
- Multilingual candidates, particularly those fluent in Spanish, preferred.
PHYSICAL AND WORK SCHEDULE REQUIREMENTS
- May require work more than 40 hours a week to complete functions of position.
- May require occasional travel with Senior Sales Managers.
- Note: We are not currently considering applicants in CA, CO, DC, HI, IL, MA, MD, MN, NJ, NY, VT, WA, for this position.