Licensed Sales Producer
Robertson Agency - Allstate Insurance Agency - Mesa, AZ

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Requirements:

P&C License, Excellent Verbal Communication, Strong Sales Process/Closing Skills, Networking Experience, Direct Marketing Experience, P/C Skills (some Word & Excel)

Responsibilities/Duties:

  • Solicits for new business via telephone, networking, and other lead sources
  • Develops quotes, makes sales presentations, and closes sales
  • Follows up on all unsold quotes/”X-dates”
  • Calls on telemarketing and all leads provided by Agent, participates in (Call Block)
  • Mails letters and postcards to prospect for new clients
  • Develops ongoing networking relationships with Real Estate Agents, Mortgage Lenders, Title Companies, Auto Dealers
  • Attend meetings on a weekly basis
  • Maintains a “Hot List” of 100 prospects from personal contacts (required @ time of employment)
  • Sets Financial Service Appointments for Agent and FS
  • Secures ALL “trailing documents” from clients
  • Gathers, saves, and files critical prospect information for future contact
  • Participates in weekly agency training, required CE and Allstate training
  • Handles incoming claims calls in the absence of Retention Specialist
  • Takes payments from customers
  • Answers customer questions and follows up on unresolved issues
  • Processes customer policy changes
  • Other duties as required

Compensation:

$10/hr + 10% commission on new business + bonuses