Insurance Sales Specialist
| Company | Integrity |
|---|---|
| Location | Farmington, CT, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | |
| Experience Level | Junior, Mid Level |
Requirements
- Proven experience in sales or 2+ years in the insurance industry required.
- Connecticut Life/Health License preferred.
- Microsoft Office skills & basic computer comprehension required.
- Self-starter and complete tasks with minimum supervisory.
- Strong organizational skills and attention to detail.
- Ability to work independently and as part of a team.
- Proficiency in using CRM software and other sales tools.
- A proactive approach to learning and adapting to industry changes.
Responsibilities
- Recruit and onboard new agents to expand our network and increase sales production.
- Deliver white glove service by responding promptly to inquiries and resolving issues with a client-focused approach.
- Conduct regular phone calls to maintain relationships with current agents and attract potential new ones.
- Educate agents on our diverse range of products, innovative sales opportunities and techniques, and industry changes to enhance their selling capabilities; provide agents with carrier product brochures and sales materials, applications, illustrations and quotes.
- Lead engaging in-person or virtual sales presentations to agents and/or clients to effectively communicate product features and benefits.
- Conduct market research to identify potential agents and new sales opportunities; Proactively reach out to prospects through various channels; Keep abreast of industry trends, competitor activities, and product developments to maintain a competitive edge.
- Collaborate and work with sales team to develop and implement strategic sales plans and coordinate with other departments to ensure new business applications are processed efficiently and ensure a seamless customer experience and share insights for continuous improvement.
- Meet or exceed monthly and quarterly production goals by implementing effective sales strategies and closing deals.
- Keep detailed records of sales activities, agent and/or client interactions, and transaction details in CRM system.
- May be required to attend out of office sales meetings, seminars, or conferences.
Preferred Qualifications
- Connecticut Life/Health License preferred.