What are the responsibilities and job description for the Sales Associate/Appointment Setter position at Joseph Luke Munguia Agency?
Benefits:
- 401(k) matching
- Bonus based on performance
- Flexible schedule
- Opportunity for advancement
- Training & development
POSITION SUMMARY
As the Sales Associate / Appointment Setter role for the Joseph Luke Munguia Agency, you will play a pivotal role in driving attention and activity to our agency as our communities trusted and reliable insurance advising team. This position has a strong emphasis on outbound activity and prospecting to generate appointments for our sales team. This position does not require an insurance license, but does require a deep-rooted passion for connecting with others; establishing trust and building relationships. A successful person in this role will have a knack for asking the right questions to qualify leads, takes the initiative on generating leads independently through create outreach tactics such as social media engagement, networking, and supporting marketing initiatives.
As the Sales Associate / Appointment Setter role for the Joseph Luke Munguia Agency, you will play a pivotal role in driving attention and activity to our agency as our communities trusted and reliable insurance advising team. This position has a strong emphasis on outbound activity and prospecting to generate appointments for our sales team. This position does not require an insurance license, but does require a deep-rooted passion for connecting with others; establishing trust and building relationships. A successful person in this role will have a knack for asking the right questions to qualify leads, takes the initiative on generating leads independently through create outreach tactics such as social media engagement, networking, and supporting marketing initiatives.
ABOUT US
The Joseph Luke Munguia Agency of American Family Insurance is rooted in integrity, excellence, and community engagement, as we strive to offer tailored insurance solutions that protect what matters most. With a focus on innovation and customer-centric service, we empower our dedicated team to make a positive impact and build lasting relationships within our communities. We are a family owned and operated agency with serious goals that we are committed to achieving. We care deeply about our team members and strive to provide an environment where each member of the team has the ability to achieve their personal, professional and financials goals.
Sales & Lead Generation (80%)
- Outbound Calls & Lead Nurturing: Proactively reach out to potential clients; minimum of 100 phone calls per day, qualifying leads and setting 10 appointments per week
- Lead Nurturing: Follow up consistently with leads via phone, email, and social media messaging, ensuring a high-touch client experience.
- Networking: Attend 2 networking events per week minimum; proactively serving as the face of the agency to organically build relationships
Client Onboarding & Experience (10%)
- Client Onboarding: Facilitate the onboarding process for new clients, providing a welcoming and organized experience.
- Client Experience Management: Assist in implementing strategies to enhance client satisfaction and retention, providing ongoing support and follow-up.
Marketing & Campaign Execution (10%)
- Social Media Management: Execute social media campaigns across LinkedIn, Facebook, and Instagram, ensuring consistent and engaging content.
- Content Development: Assist with creating marketing materials, email campaigns, and promotional content for social media and other channels.
COMPETENCIES
- Strong interpersonal and communication skills, with the confidence to make outbound calls and engage with clients.
- Demonstrates proactive effort in identifying and engaging potential leads, going beyond assigned tasks to uncover new opportunities.
- Basic experience with social media platforms (LinkedIn, Facebook, Instagram).
- Basic - intermediate design skills (experience with Canva or similar tools is a plus).
- Experience with CRM systems is preferred but not required
- Strong organizational skills and the ability to manage multiple tasks efficiently.
REQUIREMENTS
- 2 years in a professional setting, preferrable in sales
- Experience handling small business marketing and prospecting
PHYSICAL REQUIREMENTS
- Prolonged periods sitting at a desk and working on a computer
- This position will require travel - up to 15%
ADDITIONAL INFORMATION
- In Office required for first 90 days - Hybrid Opportunity available based on performance
- Onboarding Bonus Available up to $750 - lead generating activity (200 leads)
- OTE - $55,000 with commissions and bonus in first year based on minimum expectations
COMMITMENT TO DIVERSITY
As an equal opportunity employer committed to meeting the needs of a multigenerational and multicultural workforce, Joe Luke Munguia Agency recognizes that a diverse staff, reflective of our community, is an integral and welcome part of a successful and ethical business. We hire local talent at all levels regardless of race, color, religion, age, national origin, gender, gender identity, sexual orientation, or disability, and actively foster inclusion in all forms both within our company and across interactions with partners, candidates, and partners.
If this position caught your eye, send us your resume! For best consideration, include the job title and source where you found this position in the subject line of your email to jmungui2@amfam.com.
Not for you, but know someone who may be a good fit? Recommend this role to someone in your circle and if hired, you will be eligible for a $250 gift card! Send an email to jmungui2@amfam.com with an introductory email to be eligible for referral.
Flexible work from home options available.
Salary : $40,000 - $55,000