Territory Marketing Rep

Description :

The Iowa Bankers Benefit Plan Territory Rep works under general supervision to market various insurance and employee benefit products and to provide service and consultation to banks on health-related issues by performing the following duties.

• Markets health, dental, vision, life / disability products, section 125 and 105 programs, executive disability and voluntary benefits to banks; prepares and presents comprehensive sales proposals.
• Plans, prepares and conducts informational meetings for bank employees.
• Prepares and presents written and verbal information to bank officers.
• Schedules appointments, conducts follow-up activities and drafts correspondence.
• Composes sales / activity reports; develops strategic plans for banks in the defined territory in coordination with leader.
• Communicates and collaborates with internal IBBP Benefit staff to resolve problems and clarify issues.
• Cross sells departmental products and services; refers inquiries and leads to the appropriate contact person.

Requirements :

Required Education : Bachelor's degree (BA)or equivalent combination of training and experience.

Required Work Experience : At least one to three years of insurance related work experience including either sale / marketing or customer service.

Technology Skills : Microsoft Office, general use of personal computer, use of "smart phone", use of projectors and misc. other technology related to presentations.

Required skills or traits for the position : Proper communication via email, telephone and written form. Ability to prepare reports. Knowledge of industry and products involved.

Specialized Training / Certifications : Valid Iowa Drivers license, Iowa Life and Health license

Candidate must live in Iowa and be able to commute to the office at least once a week for department meetings. This position regularly travels the state of Iowa, at least 3 days per week.

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