Sales Coordinator for Insurance Agency

The Sales Coordinator for Insurance Agency is a dynamic role focused on attracting and engaging potential customers while cultivating relationships with existing clients to promote effective insurance products. This position plays a vital part in achieving sales goals and supporting the growth of our agency.

In this role, you will also have the opportunity to assist in the recruitment and training of new independent agents, working closely with them to enhance their skills and ensure successful sales presentations.

Key Responsibilities :

• Sales Generation : Proactively identify and cultivate new clients through various means such as field prospecting, referrals, lead generation, target marketing, and direct outreach to current policyholders.
• Relationship Building : Establish and maintain strong relationships with customers, addressing their needs and concerns effectively.
• Sales Performance : Achieve a minimum of 75% of set personal production targets and maintain sales standards established by the agency.
• Sales Presentations : Conduct effective sales presentations based on the needs of potential customers, demonstrating comprehensive knowledge of our products and sales materials.
• Customer Support : Handle customer inquiries or refer them to the appropriate support channels.
• Training and Mentorship : Provide field training and support to new independent agents, helping them grasp the sales process and collaborating on sales calls.
• Ongoing Support : Assist agents with appointment planning and setting, and mentor them through sales visits as necessary, ensuring they are equipped for success.

Skills and Qualifications :

Join us in driving success and making a difference in the lives of our customers!