Basic Function/ Purpose
This section should state why the job exists.
Solicits new business and maintains current business levels in order to a
chieve or exceed sales production goals and deliver customer service in line with the Retail Value Proposition.
Duties and Responsibilities
This section should state what the job does and for what it is responsible.
Displays a thorough and consistent pattern of understanding and demonstrating the Retail Value Proposition through the defined behaviors (Care, Choice, and Communication).
Lives our company values and delivers world-class service.
Increases new business by initiating contact with prospects through local store marketing efforts, community involvement, cold-calling (face-to-face and phone), quote calls, and walk-ins to build interest, match needs with products and services, and close the sale to meet the agreed upon production goals.
Expands business by proactively building relationships with existing customers (renewing policies, assisting them with alternatives in the event they have cancelled a policy, and selling new products) to meet the agreed upon production goals.
This section should state the required and desired technical skills, knowledge, and behaviors that must be known, and to what degree, in order to for the job to be successfully completed.
Possesses the appropriate state insurance license for this role to sell our product offerings.
Understands, supports, and implements local marketing.
Possesses a 2- or 4-year college degree or equivalent.
Demonstrates well-developed computer skills (internet, email, word processing, spreadsheets, hardware, keyboarding).
Demonstrates excellent oral and written communication skills.
Possesses the ability to effectively present information and respond to questions from management, employees, clients, customers, and the general public.
Being bilingual in English and a second language may be required for the area.
This section should state the required and desired skills, knowledge, and behaviors for the job specific to soft skills and additional know how, and to what degree, in order to for the job to be successfully completed.
Has an entrepreneurial spirit and takes pride and a feeling of ownership of the store and the business as a whole.
Demonstrates the desired behaviors associated with Care, Choice, and Communication.
Possesses strong analytical and negotiation abilities.
Has the ability to work independently, think creatively and exercise strong, sound judgment.
Ability to get along with diverse personalities, tactful, flexible -- Strong orientation to customer service.
Ability to establish credibility with internal and external customers and be decisive, while being able to recognize and support the Company's preferences and priorities.
Demonstrates strong orientation to the team concept.
Has a high level of energy and has the ability to prioritize day-to-day activities and assigned initiatives.
Skilled at time management and attention to administrative detail.
Responds appropriately and timely to internal and external customers.
Ability to process high volumes of work and competing priorities, while meeting deadlines.
New Agent Training
All required corporate training
Any additional applicable product, technical skills, or development training
Key Results Areas
This section should state the output objectives of the job.
This may include observable behaviors.
Sales & Revenue Growth
Service & Execution
Continuous infusion of core values in all aspects of our business
This section should identify what measures the job will be evaluated on (e.g., Quality, Quantity, Response Time, Employee Development, Training).
Specific targets will be outlined in the Performance Management Form.
New business production goals
This section should state any additional size or scope measurements (e.g., # emps directly/indirectly supervised, authority level, operating budget, payroll, average call handled), as well as the responsibility level (e.g., primary/shared/ contributory, manage/direct/supervise/ support)
This is an individual contributor role and operates within defined levels of authority.
This is a full-time (approximately 40-hour) position that will require some overtime.
Work schedules are posted on a monthly basis and individual schedules may vary to ensure coverage during store hours (Monday-Saturday).
Activities outside of the store may be required outside of store operating hours.
Job Autonomy/ Accountability
This section examines the degree to which the position can act upon the decisions it has made.
Think about the restrictions placed on the position’s ability to act due to organizational, procedural, cultural, technological, or managerial issues within the organization.
Review of work activities is based primarily on periodic reports or if there happens to be a problem or exception.
Works to achieve near term (weekly, monthly, quarterly, semi-annually) goals.
Sells products following our guidelines (which allows for personalization).
Meets minimum thresholds around sales and performance (production, behavior, and attendance).
Participates in special projects as assigned.