Life Insurance Professional for Job at GEx Search, Marietta, GA

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  • GEx Search
  • Marietta, GA

Job Description

Objective:

The Sales Specialist role markets, prospects, and sells products in all product lines. 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.

Note: Require an active Property & Casualty and Life or Health Insurance license for the state of Georgia.

The All-Lines Sales Specialist is responsible for attaining sales, profitability and service goals for all product lines.

Insurance Sales:

  • Develops knowledge of the local market dynamics for business development opportunities for all product lines.
  • 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 and B2C networks, and sales lead groups).
  • Secures new business through individual effort and established lead methods.
  • 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, 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 lines of authority are required for this position: Property; Casualty; and Life; (Health is optional)
  • 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
  • Demonstrated analytical 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 multi-line insurance prospecting and sales experience.

Working Conditions:

  • Non-typical schedules (evenings or weekends) may be necessary on occasion.
  • General office setting

Job Tags

Local area, Weekend work, Afternoon shift,

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