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Sales Coordinator for Agency

Combined, a Chubb Company
Morristown, NJ Full Time
POSTED ON 2/19/2025
AVAILABLE BEFORE 5/16/2025

The Sales Coordinator for Agency plays a critical role in driving business growth by independently prospecting for new customers and engaging with existing clients to sell Insurance products within a designated area. This position is also key in identifying and onboarding new independent agents, providing them with the necessary support and guidance to achieve sales success.

Responsibilities :

  • Sales Generation : Actively seek new customers and drive sales through field prospecting, referrals, direct outreach, and leveraging existing policyholders.
  • Client Relations : Build and nurture strong relationships with customers, promptly addressing their needs and concerns.
  • Sales Performance : Achieve at least 75% of personal production targets annually, in line with agency performance standards.
  • Presentations : Conduct effective sales presentations tailored to meet customer needs, utilizing deep knowledge of company products.
  • Training and Support for Agents : Mentor and train new independent agents in sales strategies, including appointment setting and sales process understanding.
  • Field Training : Accompany agents on sales visits, providing coaching and immediate support for operational issues.

Required Skills :

  • Entrepreneurial Mindset : Ability and enthusiasm to build and manage an independent agency.
  • Sales Execution : Proven capability to consistently meet or exceed sales goals.
  • Communication Skills : Strong verbal and written communication skills with an emphasis on personal branding.
  • Goal-Oriented : Self-motivated with a clear focus on personal and professional goals.
  • Licensing Requirement : Must obtain a Life, Accident, and Health license prior to appointment.
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