Sales Agent - Insurance (Branch)

United States·Rochestermid

OtherSales Agent

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Quick Summary

Key Responsibilities

Actively sell relevant insurance products and services during all appropriate interactions. Responsible for effectively closing sales and meeting overall monthly and annual scorecard goals.

Requirements Summary

Ensure all insurance applications, policy documents, and client records are completed accurately and in compliance with industry regulations & company standards.

Technical Tools

OtherSales Agent

What We Offer

~1 min read

✓Starting Pay Rate: $47,840 – 52,000 base rate + $15,000 - $20,000+ of commission opportunity (based on performance) in 1st year

✓Typical First Year On-Track Earnings (OTE) For Performing Advisors: $65,000 - $72,500/year

✓Medical Insurance

✓Health Spending Account (HSA) with company match

✓Paid Time Off

✓Pre-Tax & Roth 401(k) plan with company match

✓Flexible Scheduling

✓Dental and Vision Insurance

✓Life and AD&D Insurance

✓Tuition reimbursement & company-paid training programs

✓FREE AAA membership & travel / product discounts

✓Company Paid Short-term & Long-term disability

✓Paid Volunteer Time Off

✓Flexible Spending Accounts

✓Tuition reimbursement & company-paid training programs

Responsibilities

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→40% New Premium: Actively sell relevant insurance products and services during all appropriate interactions. Responsible for effectively closing sales and meeting overall monthly and annual scorecard goals.
→20% Multiline: Proactively recommend bundled insurance policies such as Auto with Home, Renters, Umbrella, etc. to grow book of business & meet the defined goals/targets.
→15% CSAA Premiums: Actively promote and sell CSAA products by leveraging in-depth knowledge of their offerings. Build strong relationships with clients to understand their needs and recommend suitable products, ensuring alignment with client requirements and company objectives.
→15% Quality: Ensure all insurance applications, policy documents, and client records are completed accurately and in compliance with industry regulations & company standards. Regularly audit work to identify & correct errors and stay updated on changes in insurance laws & guidelines to ensure all documentation reflets current requirements. Maintain a high standard of customer service by products and industry regulations to offer the best possible advice and solutions to clients.
→10% New Members: Offer a Club focused sales approach & continuously promote all Club products/services. Effectively sell AAA memberships to meet/exceed outlined expectations.

Requirements

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Responsible to obtain and maintain the required license or certification in an active status

Able to display working knowledge of carrier offerings, processes, and requirements

Ability to work evenings, weekends, & events as required by business need/Leadership directive

Working knowledge of computer software and ability to effectively navigate multiple systems

Must be able to resolve problems and work under pressure to diffuse member concerns

Work under pressure during periods of high volume

Ability to multitask in various areas of insurance sales and service

Ability to perform routine office tasks that includes operating a computer for long periods of time, sitting, filing and communicating on the phone
Ability to perform all physical functions consistent with travel including sitting in airplanes and driving for long periods of time
Must be able to lift, carry, push, pull a maximum of 30 lbs

This position does not offer visa sponsorship now or in the future.