Brokerage Sales Representative

Brokerage Sales Representative

Merit Insurance Services

Hartford, CT

About Merit Insurance Services

Merit Insurance Services, LLC was established in 1957 and is an independent and nationally recognized brokerage agency specializing in Life Insurance, Long Term Care Insurance, Disability Insurance, Fixed Annuities, and Senior Benefits. We work closely with agents across the country to ensure that clients receive the most affordable and comprehensive plans to fit their needs. With the large selection of products that we have to offer, agents can rest assured that they will always have the best plans to offer anytime they meet with a client. Merit Insurance Services is a proud member of the Integrity Family of Companies.

Job Summary

We are seeking a dynamic and driving Brokerage Sales Representative to join our team. As a Brokerage Sales Representative, you will be responsible for expanding our agent base, boosting production, and providing white glove service to individual agents and agencies. This role requires a proactive individual with a strong understanding of the insurance and financial industry, who can effectively educate agents on our products and sales strategies. In a dynamic sales position, you will be responsible for developing and implementing innovative sales strategies to drive revenue growth and expand market presence. You must possess the ability to think creatively and adapt swiftly to changing conditions, tailoring your approach to meet the unique needs of each agent and client. This role requires a proactive mindset, capable of identifying opportunities for improvement and executing strategic pivots as necessary. The candidate should be comfortable working in a fast-paced environment, demonstrating excellent problem-solving skills and the ability to make informed decisions quickly to optimize sales outcomes. This position is full-time, salaried plus commission.

Primary Responsibilities:

• Recruit and onboard new agents to expand our network and increase sales production

• Deliver white glove service by responding promptly to inquiries and resolving issues with a client-focused approach

• Conduct regular phone calls to maintain relationships with current agents and attract potential new ones

• Educate agents on our diverse range of products, innovative sales opportunities and techniques, and industry changes to enhance their selling capabilities; provide agents with carrier product brochures and sales materials, applications, illustrations and quotes

• Lead engaging in-person or virtual sales presentations to agents and/or clients to effectively communicate product features and benefits

• Conduct market research to identify potential agents and new sales opportunities; Proactively reach out to prospects through various channels; Keep abreast of industry trends, competitor activities, and product developments to maintain a competitive edge

• Collaborate and work with sales team to develop and implement strategic sales plans and coordinate with other departments to ensure new business applications are processed efficiently and ensure a seamless customer experience and share insights for continuous improvement

• Meet or exceed monthly and quarterly production goals by implementing effective sales strategies and closing deals

• Keep detailed records of sales activities, agent and/or client interactions, and transaction details in CRM system

• May be required to attend out of office sales meetings, seminars, or conferences

Primary Skills & Requirements:

• Proven experience in sales and previous knowledge of standards and practices in the insurance or financial industry required

• Must hold an active Connecticut Life/Health License

• Associates Degree or equivalent professional experience required. Bachelor's Degree preferred.

• Microsoft Office skills & basic computer comprehension required.

• Self-starter and complete tasks with minimum supervisory

• Strong organizational skills and attention to detail.

• Ability to work independently and as part of a team.

• Proficiency in using CRM software and other sales tools.

• A proactive approach to learning and adapting to industry changes

About Integrity

Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.

Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone or online. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.