Demo

Sales Specialist - Life Lines

Shannon Ahrens Agency/American Family Insurance
Beloit, WI Full Time
POSTED ON 1/11/2025
AVAILABLE BEFORE 3/25/2025

Benefits :

  • Bonus based on performance
  • Competitive salary
  • Flexible schedule
  • Opportunity for advancement
  • Paid time off
  • Training & development

Objective

The Sales Specialist role markets, prospects and sells American Family Insurance products in a specialized product line.  Maintains effective customer relationships, understands customer`s needs, and matches them with appropriate product and service offerings. Promotes brand awareness through participation in agency and community events.

The Life Lines Sales Specialist is responsible for attaining sales for life products.

Insurance Sales

  • Helps the Agency grow by using consultative selling techniques to sell insurance products to new customers
  • Proactively cross-sells and or coordinates with agency team members to provide additional coverage to existing customers
  • Prospects for new business through leads, telephone calls, networking events, trade shows, and personal contacts (Includes leads through COI, social media, B2B networks, and sales lead groups)
  • Prepares quotations and applications and delivers effective presentations in order to close sales
  • Complies with underwriting guidelines and contacts appropriate division for underwriting guidance when needed
  • Conducts sales and review appointments with prospective and current customers
  • Meets and exceeds sales goals
  • Company and Brand Promotion

  • Develops, maintains, and cultivates community contacts to enhance agency visibility and maximize new business opportunities
  • Participates in events designed to promote brand awareness and educate consumers
  • Insurance Service

  • Retains existing customers by providing industry-leading customer experiences
  • Ensures completion of requested account and policy updates and changes
  • Coordinates the involvement of appropriate agency and or business partners when necessary to resolve customer issues
  • Knowledge and Skill Development

  • Continually improves knowledge in area or field of specialization, the insurance industry, products, underwriting requirements, sales, customer service, and supporting technology
  • Participates in continuing education and professional designation programs
  • Education / Licenses / Designations

  • Required by state statutes to have proper insurance licensing to sell, solicit, or negotiate insurance products.  The following line of authority is required for this position : Life
  • Valid driver’s license required
  • Role Requirements

  • Ability to work independently to plan, set priorities and organize work
  • Active involvement in the local community
  • Demonstrated sales and customer service experience
  • Excellent oral and written communication skills
  • Experience with PC software applications (Microsoft Office Suites, Internet Explorer, etc.)
  • Experience using a wide range of digital devices such as smartphones, tablets and laptop computers
  • Experience with social media platforms, including, but not limited to Facebook, Twitter, Pinterest, YouTube, Instagram, Google , LinkedIn, etc.
  • Preferred Knowledge / Skills / Education / Designations

  • Demonstrated knowledge of insurance concepts and principles
  • Demonstrated effective life insurance prospecting and sales experience
  • Working Conditions

  • Non-typical schedules (evenings or weekends) may be necessary on occasion
  • General office setting
  • Flexible work from home options available.

    This position is an Agency Team Member working for the Agency Owner and is not an employee of American Family Insurance.

    Salary : $45,000 - $65,000

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