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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong relationship-building capabilities with independent insurance agencies while effectively managing a sales territory. Proficient in market analysis, business development, and utilizing CRM systems to achieve growth and engagement goals.
Highest-signal resume keywords
Insurance Sales ExperienceBusiness DevelopmentTerritory ManagementActive Property & Casualty Insurance LicenseCRM Proficiency
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Market AnalysisSales Activity DocumentationPipeline ManagementCross-Selling Opportunities IdentificationAgency Onboarding Support
Soft Skills
Interpersonal SkillsPresentation SkillsNegotiation SkillsOrganizational SkillsTime Management Skills
Tools & Technologies
Microsoft OfficeCRM Platforms
Certifications & Qualifications
Active Property & Casualty Insurance LicenseContinuing Education in Insurance
Industry Keywords
Independent Insurance AgenciesAgency ManagementNetworking EventsTrade ShowsMarket Intelligence
About the role
Key responsibilities & impact- Develop, maintain, and strengthen relationships with independent insurance agencies throughout the assigned Southeast territory
- Conduct a minimum of 15 in-person agency visits per week
- Identify, recruit, and appoint qualified new agency partners
- Support onboarding of newly appointed agencies within the first 30 days
- Collaborate with Division Directors, Underwriters, Brokers, and Internal Marketing to identify cross-selling opportunities
- Coordinate meetings, presentations, and strategy discussions between agency partners and internal business leaders
- Promote participation in company webinars, training sessions, and educational events
- Represent Wholesure at industry conferences, trade shows, networking events, and association meetings
- Gather and communicate market intelligence, competitive insights, and agency feedback to leadership
- Maintain accurate documentation of agency interactions, sales activity, and pipeline management within CRM systems
- Meet or exceed assigned territory production, growth, and agency engagement goals
Requirements
What you’ll need- Highly motivated, results-oriented sales professional with a strong desire for long-term success
- Proven ability to build, maintain, and grow professional business relationships
- Strong interpersonal, presentation, negotiation, and communication skills
- Excellent organizational and time management skills with the ability to manage multiple priorities
- Self-starter who works effectively with minimal supervision while collaborating across departments
- Strong business acumen with an entrepreneurial mindset and sense of ownership
- Ability to analyze market trends and identify business development opportunities
- Proficient in Microsoft Office and CRM platforms
- Comfortable working in a fast-paced, goal-oriented environment
- Strong verbal and written communication skills
- Ability to travel throughout the assigned territory; up to 60% travel is required
- Bachelor's degree in Business, Marketing, Insurance, or a related field preferred, or an equivalent combination of education and relevant business experience
- Previous experience in insurance sales, business development, agency management, territory management, or a related field
- Active Property & Casualty insurance license preferred, or the ability to obtain within six months of employment
- Candidates are expected to pursue continuing education, professional development, and applicable insurance designations as part of the company's training and development program
- Demonstrated ability to network, influence, and independently manage a sales territory while consistently achieving business objectives
Benefits
Comp & perks- Comprehensive medical insurance, dental insurance, and vision insurance
- Life and disability insurance
- Fertility benefits
- Wellness resources
- Paid sick time
- Generous paid time off and holidays
- Employee Assistance Program (EAP)
- Complimentary Calm app subscription
- Immediate vesting in a 401(k) plan
- Health Savings Account (HSA) and Flexible Spending Account (FSA) options
- Commuter benefits
- Employee discount programs
- Paid maternity leave and paid paternity leave, including for adoptive parents
- Legal plan options
- Pet insurance coverage
- Continuing education and professional development
- Applicable insurance designations through the company's training and development program
