What are the responsibilities and job description for the Life Insurance Producer position at Korbas Insurance Agency LLC?
Benefits:
Objective
The Sales Specialist role markets, prospects and sells American Family Insurance products in a specialized product line. Maintains effective customer relationships, understands customer`s needs, and matches them with appropriate product and service offerings. Promotes brand awareness through participation in agency and community events.
The Life Lines Sales Specialist is responsible for attaining sales, profitability, and service goals for life products.
Key Responsibilities:
- Competitive Commission
- Bonus based on performance
- Opportunity for advancement
Objective
The Sales Specialist role markets, prospects and sells American Family Insurance products in a specialized product line. Maintains effective customer relationships, understands customer`s needs, and matches them with appropriate product and service offerings. Promotes brand awareness through participation in agency and community events.
The Life Lines Sales Specialist is responsible for attaining sales, profitability, and service goals for life products.
Key Responsibilities:
- Develop and maintain a strong client base through networking, referrals, and community involvement.
- Conduct thorough needs analysis to understand clients' financial situations and life insurance needs.
- Present and explain life insurance products and services to clients.
- Customize insurance programs to suit individual clients, often covering a variety of risks.
- Ensure all documentation is completed accurately and in a timely manner.
- Stay up-to-date with industry trends and product knowledge.
- 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 driver’s license required
- 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 insurance products to new customers
- Proactively cross-sells and or coordinates with agency team members to provide additional coverage to existing customers
- 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
- 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
- Demonstrated knowledge of insurance concepts and principles
- Demonstrated effective life insurance prospecting and sales experience
- General office setting
This position is an Agency Team Member working for the Agency Owner and is not an employee of American Family Insurance.