Responsible for work-site marketing and sales of insurance products to client members. Maintains sales programs within assigned sales territory. Meets established sales targets and other quality of business factors.
ESSENTIAL DUTIES AND RESPONSIBILITIES include any or all of the following. Other duties may be assigned.
Responsible for meeting overall sales and quality of business targets for a designated sales territory. Reviews and analyzes sales reports and other data to monitor progress towards stated goals. Estimates sales volume and helps regional director prepare sales forecasts for assigned territory. Contributes to planning and implements actions to address shortfalls or opportunities to improve sales.
Aggressively pursues new business, including development and follow-up on new contacts and leads. Works to develop and maintain long-term client relationships with worksite representatives within sales territory. Works with members individually and in groups to keep them informed about available products and services, pricing, and new insurance products and/or promotions. Calculates and presents quotes and completes insurance applications (paper and/or electronic using carrier supplied software).
Assists with the development of marketing plans in collaboration with business development management. Executes elements of plan as directed within sales territory in order to increase insurance product business penetration. Coordinates marketing activities, which includes collateral distribution (i.e., newsletters, brochures, promotional materials, etc.), advertising, direct mail, client events, tradeshows, etc. Prepares and presents sales presentations and attends client meetings as required.
Responds to member/client inquiries and resolves problems professionally, accurately and on a timely basis.
Maintains insurance product knowledge and selling techniques.
Education and Experience:
Associate’s degree in business, marketing or related field and 2+ years of sales experience, preferably in the insurance industry; or an equivalent combination of education and experience
Proficient PC skills, including spreadsheet and word processing software
Certifications and Licenses:
Current NYS Life, Accident and Health license
Valid driver license
Pearl - 18 months ago