Agriculture

Community Financial System, Inc.•Tampa, FL

73d

About The Position

At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration. Just as our employees are committed to helping our customers manage their finances, we’re committed to our employees. After all, they make it happen for our customers every day. To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.

Requirements

Bachelor's degree, preferred
Property/Casualty License Required
If licensed, maintain Agent/Broker License through continuing education
3-5 years of proven successful sales or related experience, required
Insurance sales experience, preferred
Proven ability to achieve established sales quotas
Excellent interpersonal and communication skills
Experience using contact management software
Working knowledge and competency in use of agency management system, Microsoft Word, Microsoft Excel, and other software as required by position
Ability to use menu-driven software
Ability to work independently
Assertive, self-starter
Ability to influence others
Good Organizational skills with the ability to manage multiple tasks efficiently
Must process a valid driver's license and clean motor vehicle record
All applicants must be 18 years of age or older

Nice To Haves

Bachelor's degree, preferred
Insurance sales experience, preferred

Responsibilities

Business Risk Specialists are outside sales professionals responsible for generating new commercial insurance sales as well as additional OneGroup product offerings. Build and maintain a growing client roster while meeting sales and service standards with an emphasis placed on the quality of insurance solutions presented to the client.
Meet with and regularly and pro-actively review client needs
Demonstrate technical selling skills and product knowledge in all areas an across other company services to provide clients with effective presentations of insurance solutions
Understand and ability to sell consultatively and makes recommendations to prospects based on their needs, not on availability of any specific products
Use and maintain prospect and pipeline information within agency CRM
Develop and maintain a database of qualified leads through referrals, telephone canvassing, face to face cold calling on business owners, direct mail, email, and networking
Maintains accurate records of all sales and prospecting activities including sales calls, presentations, closed sales, and follow-up activities
Ability to acquire detailed client information for submission for underwriting, pricing, and presentation and to seamlessly transition new accounts to the client service team
Adhere to all company policies, procedures and business ethics codes
Attend regularly and actively participate in scheduled sales meetings, seminars and events.
Pro-actively establish and maintain effective working team relationships with all support departments and across all affiliated companies for the purpose of maximizing cross-marketing opportunities
Participate in continuing education, self education and credentialing
Perform other duties as required
Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner