What are the responsibilities and job description for the Sales Specialist position at Owen Stauffer Agency?
Role Description The Sales Specialist is a full-time, on-site role based in Hartville, OH. This role involves identifying customer needs, presenting appropriate insurance solutions, and closing sales to meet individual and team targets. The Sales Specialist will handle inbound and outbound customer interactions, provide quotes, explain policy options, and assist with policy changes and renewals. Daily responsibilities include maintaining accurate customer records, following up on leads, collaborating with team members to improve sales performance, and participating in training to stay current on products and compliance requirements. The role also requires proactive outreach to prospective customers through community networking and local marketing activities.
Qualifications
- Strong Communication and Customer Service skills to effectively engage with clients, understand needs, and build long-term relationships.
- Proven ability in Sales and Sales Management to drive new business, meet targets, and manage a personal sales pipeline.
- Experience in Training, coaching, or mentoring to support continuous improvement and product knowledge within the team.
- Comfort working in a fast-paced, goal-oriented environment, with strong organizational and time management abilities.
- Basic proficiency with office software and CRM or agency management systems.
- Prior insurance, financial services, or retail sales experience is preferred but not required.
- High school diploma or equivalent required; further education in business or related fields is a plus.
- Ability to work on-site in Hartville, OH and meet any applicable licensing requirements for insurance sales in the state of Ohio.