Contribute to achieving sales and recruiting goals by proactively contacting agents and providing product and marketing support for outbound calling campaigns.

Responsibilities

  • Create, implement and follow-through on outbound calling campaigns, specifically targeting new agents, currently producing agents and non-producing agents for the CR distribution channels.
  • Establish and cultivate marketing relationships with key agents to help the company meet its recruiting and production goals.
  • Support inbound calls from agents relating to marketing support such as case design, product selection, communication policies, interest rates and production information .
  • Provide guidance for sales representatives (agents) concerning procedures, sales applications and product recommendations.
  • Make recommendations to management on new campaigns for all outbound calling goals.
  • Maintain competitor information and act as a resource for the sales force by providing strategic information on field climate and trends.
  • Work effectively with other home office departments to ensure that agent expectations are met.  Facilitate the resolution of any issues arising from internal or external customers.
  • Compile information for management related to product development, marketing trends, sales tools and competitive information.
  • Counsel and advise agents on product offerings specific to individual sales opportunities.
  • May conduct webinars & face-to-face training seminars.

Qualifications

  • Bachelors degree or equivalent combination of education and experience
  • Three years experience in an insurance sales environment
  • Strong account management skills and experience
  • Outstanding interpersonal and communication skills

Preferred Qualifications

  • Life and health license
  • Industry recognized designations (i.e. CLU, CFP)

Working Conditions

  • Normal office environment
  • Occasional travel

Compensation

The salary for this position generally ranges between $50,500 -$55,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.

This position is also currently eligible for sales and/or performance incentives.

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This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation in order to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.