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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong sales acumen with a focus on agency relationship management, effective communication, and the ability to analyze data for strategic decision-making. Proficient in executing outbound sales strategies and collaborating with cross-functional teams to achieve business objectives.
Highest-signal resume keywords
Outbound Sales CallsAgency Relationship ManagementData Analysis and Action PlanningEffective Communication SkillsInsurance Experience
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 Quota AchievementStatistical Data InterpretationAction Plan DevelopmentPublic SpeakingBasic Computer Skills
Soft Skills
Time ManagementMotivated Self-StarterFlexibility
Tools & Technologies
Microsoft WordMicrosoft ExcelMicrosoft PowerPoint
Industry Keywords
Insurance ExperienceAgency TrainingField Sales CollaborationAgency OnboardingAgency Functions Participation
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
- Act as a brand ambassador to agents and brokers
- Develop and manage agency relationships to achieve sales quotas and business objectives
- Establish goals, gain commitment, follow up persistently, overcome objections, and create action plans
- Execute outbound sales call goals
- Serve as company representative and liaison between agency and company personnel
- Collaborate with field Sales and Product teams to achieve team goals and agent growth
- Drive new agency appointments through the onboarding process
- Participate in and lead agency 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 relationships with field Sales partners
- Participate in insurance association conventions, seminars, trade shows, and other agency functions
- Perform other duties assigned by leadership
Requirements
What you’ll need- Insurance experience highly preferred
- College degree preferred
- Bi-Lingual a plus (Spanish)
- Ability to interpret statistical data from company reports and build action plans around insights obtained from the data
- Effective communication skills and acceptable public speaking ability
- Flexible nature and highly motivated self-starter
- Basic computer skills, including Word, Excel and PowerPoint
- Time management skills
- Occasional field travel and agency visits required
Benefits
Comp & perks- Potential to earn an annual discretionary bonus, determined by success in the role and company objectives being met
