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

The Salary for this position generally ranges between $45,000-$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. Specifics will be reflected in individual incentive plan documents. Total compensation for this role is estimated to be between $65,000- $70,000 annually.