Commercial Sales Specialist
About The Position
Join the nation's #1 insurance company as a Commercial Sales Specialist (CSS). CSS members provide insurance and financial services to small business owners and entrepreneurs. Bi-lingual candidates highly preferred (Spanish, Japanese, Korean, Mandarin, Amharic, Tigrinya, & Punjabi). Licensed candidates are favorable but no direct previous experience required. Compensation is base + monthly bonus. Must be comfortable interacting with business owners in a professional manner. Strong problem solving skills, comfortable working with numbers, and a general understanding of financial topics that are important to small business owners is a must.
Requirements
- Must be comfortable interacting with business owners in a professional manner
- Strong problem solving skills
- Comfortable working with numbers
- General understanding of financial topics that are important to small business owners
Nice To Haves
- Bi-lingual candidates highly preferred (Spanish, Japanese, Korean, Mandarin, Amharic, Tigrinya, & Punjabi)
- Licensed candidates are favorable but no direct previous experience required
Responsibilities
- Maintain Property/Casualty & Life licenses to market company products
- Identify strike zone by working with agent and commercial underwriter
- Contacting and reaching out to prospects (leads are provided by agency but there is also an expectation that CSS members develop their own lead resources)
- Develop action plans to reach goals
- Manage leads from the first point of contact
- Close business and identify roadmap of where client needs to go next
- Set appointment for annual reviews
- Maintain relationships developed by agent with tax professionals
- Assist agent in achieving $5 million in new mutual fund assets
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
