Agent Sales Advisor I

IntegrityHarrisburg, PA
4d

About The Position

The Agent Sales Advisor is responsible for initiating and developing agent relationships, while providing superior service to agents who are not already working with Ritter.

Requirements

  • High School Diploma or equivalent.
  • Basic understanding of insurance and agent relationship.
  • Knowledge of Sales, Marketing, Contracting, and New Business operations and procedures.
  • Some experience necessary. If no experience general path is one year as an Agent Sales Assistant Team Support Coordinator.
  • Good communication skills, especially over the phone.
  • Good computer and typing skills.
  • Good customer service skills.
  • Soft sales skills.
  • Ability to operate related computer applications and other business equipment including email, copy machine, scanner, fax machine, and telephone.
  • Travel required.

Responsibilities

  • Initiate, build and maintain relationships with assigned agents.
  • Target agent recruitment meetings.
  • Attend sales events, trade shows and road shows to initiate relationships.
  • Act as agent’s primary Ritter contact.
  • Assist agent with all enrollment questions and sales needs.
  • Reach annual/quarterly benchmark for new agent contracts and production within assigned territory.
  • Establish methods and procedures for obtaining specific goals and objectives working from detailed and general instructions.
  • Ability to establish priorities, work independently, and proceed with objectives to meet individual and team goals.
  • Maintain current status on all sales leads as received.
  • Able to move lead through Ritter Sales Flow process
  • Update leads through conversion
  • Convert agent leads from direct mail, digital content, inbound call, and agent referrals to active contracted agent
  • Must have a working knowledge of the Ritter Platform.
  • Overview Ritter tools, services and the Ritter Philosophy
  • Provide contracting instruction
  • Assist with agent registration
  • Must have knowledge of all products in assigned territory.
  • Identify product strength/weaknesses through use of Sales Department resources
  • Ability to identify agent contracting needs; Ability to offer alternative contract options when needed
  • Act as back-up to other Agent Advisors on sales leads, calls, and emails as needed.
  • Cross-Team workflow coordination to resolve agent issues requiring additional back end operational agent support.
  • Additional projects and responsibilities as assigned by supervisor.

Benefits

  • Medical/Dental/Vision Insurance
  • 401(k) Retirement Plan
  • Paid Holidays
  • PTO
  • Community Service PTO
  • FSA/HSA
  • Life Insurance
  • Short-Term and Long-Term Disability
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