Life Insurance Sales Specialist

Benefits:

• Bonus based on performance
• Parental leave
• Training & development

Job Title: Life Insurance Sales Specialist
Location: The Crissen Agency - James Crissen Shelter Insurance
Reports to: Sales Manager/Agency Owner

Job Summary:
The Life Insurance Sales Specialist is a dynamic and results-driven professional responsible for driving the growth of life insurance products, including term, whole, universal, and variable life insurance. This role focuses on aggressive sales initiatives, leveraging innovative strategies, and building strong client relationships. The ideal candidate will align with Agents First strategies, emphasizing client-centric approaches and community engagement to achieve outstanding sales performance.

Sales and Business Development:

• Develop and implement strategies to exceed life insurance sales targets, pursue new business through networking and referrals, and stay informed about industry trends and client needs.

Client Relationship Management:

• Build and maintain strong client relationships by providing personalized life insurance solutions, conducting needs assessments, reviewing portfolios, addressing inquiries and claims promptly, educating clients on products, and ensuring high satisfaction and retention through ongoing engagement.

Community Engagement and Networking:

• Participate in community events and business networks to enhance visibility, build relationships with referral sources, and represent the agency at industry events and client meetings.

Qualifications:

• Willing to obtain or currently license in Life Insurance prior to employment.
• Minimum of 1 year in life insurance sales, with a proven track record of achieving and exceeding sales targets.
• Experience in developing and executing aggressive sales strategies and initiatives.

Skills:

• Strong sales and negotiation skills with the ability to close deals effectively.
• Excellent communication and interpersonal skills, capable of building rapport with clients and colleagues.
• Proficiency in using CRM software and other sales tools to manage client relationships and track performance.
• Ability to conduct thorough market research and analyze data

Key Performance Indicators (KPIs)

• Number of new life insurance policies sold
• Client acquisition and retention rates
• Sales revenue growth from life insurance products
• Client satisfaction scores
• Conversion rate from leads to sales
• Engagement in community and referral activities

Compensation and Benefits:

• Competitive base salary with performance-based incentives.
• Comprehensive benefits package, including health insurance, retirement plans, and paid time off.
• Opportunities for professional development and career advancement.
• Supportive and dynamic work environment that fosters growth and success.

Working Conditions:

• Full-time position, typically Monday to Friday with occasional evenings or weekends based on client needs.
• Office-based role with potential for remote work flexibility.
• Travel may be required for client meetings, community events, and industry conferences.

About The Crissen Agency - James Crissen Shelter Insurance
At James Crissen Shelter Insurance, we are dedicated to providing our clients with exceptional service and comprehensive insurance solutions. Our team of professionals is committed to excellence, innovation, and community engagement. Join our dynamic team and contribute to our mission of delivering outstanding results through proactive and client-focused sales strategies.