• Develop knowledge of the local market dynamics for business development opportunities for life product lines
• Helps the Agency grow by using consultative selling techniques to sell life insurance products to new clients
• Proactively cross-sells and or coordinates with agency team members to provide additional coverage to existing clients
• Prospects for new business through leads, telephone calls, networking events, trade shows, and personal contacts (Includes leads through COI, social media, B2B and B2C networks, and sales lead groups)
• Secures new business through individual effort and established lead methods
• Prepares quotations and applications and delivers effective presentations in order to close sales
• Complies with underwriting guidelines and contacts appropriate division for underwriting guidance when needed
• Conducts sales and review appointments with prospective and current customers
• Meets and exceeds sales goals

• Develops, maintains, and cultivates community contacts to enhance agency visibility and maximize new business opportunities
• Participates in events designed to promote brand awareness and educate consumers

• Retains existing customers by providing industry-leading client experiences
• Ensures completion of requested account and policy updates and changes
• Coordinates the involvement of appropriate agency and or business partners when necessary to resolve client issues

• Continually improves knowledge in area or field of specialization, the insurance industry, products, underwriting requirements, sales, customer service, and supporting technology
• Participates in continuing education and professional designation programs

• Required by state statutes to have proper insurance licensing to sell, solicit, or negotiate insurance products. The following line of authority is required for this position: Life
• Valid drivers license required

• Ability to work independently to plan, set priorities and organize work
• Active involvement in the local community
• Demonstrated sales and customer service experience
• Excellent oral and written communication skills
• Demonstrated analytical skills
• Experience with PC software applications (Microsoft Office Suites, Internet Explorer, etc.)
• Experience using a wide range of digital devices such as smartphones, tablets and laptop computers
• Experience with social media platforms, including, but not limited to Facebook, Twitter, Pinterest, YouTube, Instagram, Google , LinkedIn, etc.

• Demonstrated knowledge of insurance concepts and principles
• Demonstrated effective life insurance prospecting and sales experience

• Non-typical schedules (evenings or weekends) may be necessary on occasion
• General office setting
• Remote work and In-Office schedule

Flexible work from home options available.