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Company Description :

The Family Security Plan® is an organization that is unique in the world of insurance. We focus on making a difference in the community throughout partnerships with local, regional and national credit unions.

Our close ties with our credit union partners allows us access to their membership, who are our primary customers. The Family Security Plan® provides access to these members, allowing you to focus on making the most of each opportunity by providing you a steady stream of leads.

Role of an Account Representative

The Account Representative position is integral to advancing our regional growth objectives and supporting the Regional Manager in various capacities, including agent coaching, relationship building, sales opportunity identification, and ongoing sales efforts.

In this role, the focus will be on capitalizing sales growth. You will also have the opportunity to guide and mentor agents to enhance their performance, while establishing and nurturing strong client relationships.

This position requires in-person sales in a Credit Union environment.

What's in it for you?

• Base pay plus incentives, bonuses, profit share, paid holidays, paid time off, exotic award trips, and excellent benefits.
• We offer a base salary of $55,000.00 plus uncapped commission!
• Monthly incentives, as well as bonuses based on business development success.
• Average yearly earning potential of 70K-90K.

This position is a fit for you, if :

• Are driven and goal-oriented.
• Have an entrepreneurial spirit.
• Are looking for a new career.
• Are technologically savvy
• Have a high level of integrity with the desire to help others
• Are coachable
• Are positive
• Are resilient

What are the responsibilities of an Account Rep?

• Sell company products in credit union branches, SEGs, and via phone.
• Foster relationships with credit union contacts to generate sales opportunities.
• Collaborate with contacts at credit unions.
• Engage with branch managers at credit unions.
• Work with PFP managers to strategize growth plans.
• Support in coaching new agents within the region.

What are the requirements of this role?

• An active Life and Health License
• Three to five years of insurance sales experience.
• Proven successful sales record.
• Excellent customer service skills.
• Ability to travel, as necessary, to worksite locations.
• Must be computer savvy, i.e. typing skills.
• Must have internet access at home or the ability to access the internet daily.
• Exhibit enthusiasm for the job and business acumen.
• Exhibit resilience when presented with rejection.
• Professional and persuasive communication skills.
• Coachable and ability to work well with others.
• Good time management, prioritization and organizational skills.
• Strong attention to detail.
• Consistently positive attitude and professional demeanor.
• Exhibit ethical sales practice and compliance.

If you are a driven individual looking for the next dynamic step in your career, apply now!

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Last updated : 2024-05-25