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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong sales acumen through effective outbound communication and agency relationship management, with a focus on achieving sales quotas and business objectives. Proficient in interpreting data to drive strategic decisions and enhance agency performance.
Highest-signal resume keywords
Outbound Sales CallsAgency Relationship ManagementSales Quotas AchievementEffective Communication SkillsBilingual Ability (Spanish)
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales Strategy DevelopmentStatistical Data InterpretationBasic Computer ProficiencyTime ManagementPublic Speaking
Soft Skills
Flexible NatureSelf-StarterCollaboration
Tools & Technologies
Microsoft WordMicrosoft ExcelMicrosoft PowerPoint
Industry Keywords
Insurance ExperienceAgency AppointmentsField SalesAgency VisitsInsurance Conventions
About the role
Key responsibilities & impact- Conduct weekly outbound sales calls and proactive agency communications to increase quotes and written premium
- Engage agencies in an assigned state or territory to meet and exceed annual goals
- Work alongside field sales executives to identify sales opportunities and grow revenue profitably
- Produce results meeting defined objectives and sales quotas
- Serve as a brand ambassador to agents and brokers
- Develop, guide, direct, and manage assigned agency relationships to achieve sales quotas and business objectives
- Execute outbound sales call goals
- Act as company representative and liaison between agency and company personnel to identify and resolve issues
- Collaborate with field Sales and Product teams to achieve team goals and agent growth
- Drive new agency appointments through the defined onboarding process
- Participate in and lead product and guideline training sessions
- Manage agency relationships toward quote adoption and positive production
- Participate in strategy and tactical meetings with field Sales Executive partners and Inside Sales leadership
- Visit key agency relationships through occasional field travel
- Participate in insurance association conventions, seminars, trade shows, and other agency-related functions
- Perform other duties assigned by leadership
Requirements
What you’ll need- Insurance experience highly preferred but not necessary
- College degree preferred
- Bilingual ability is a plus (Spanish)
- Ability to interpret statistical data from company reports and build action plans from insights
- Effective communication skills and acceptable public speaking ability
- Flexible nature and highly motivated self-starter
- Basic computer proficiency, including Word, Excel and PowerPoint
- Time management skills
- Occasional field travel and agency visits required
- Must be able to work in one of the listed remote locations: Arizona, Colorado, Florida, Georgia, Illinois, or Texas
Benefits
Comp & perks- Potential annual discretionary bonus, determined by success in the role and company objectives being met
