Direct Sales Agent Specialist (2725)

National General•San Antonio, TX

About The Position

The Direct Sales Agent Specialist is responsible for the profitable growth and attainment of business goals by driving new business sales, and understanding customers' needs to build rapport and trust. This position drives sales, and builds and retains their book of business within the market / retail location. This position is responsible for attracting and generating new customers and cross-selling existing customers, in support of our product offerings including but not limited to Auto, Life, Auto Club, and Roadside Assistance. This role sells to walk-in customers, markets products outside of the office via marketing calls and in-person visits creating community relationships to promote continued growth, and assists customers in the office.

Requirements

High School Diploma or GED (Preferred)
0-2 years experience (Preferred)
In lieu of the above education requirements, an equivalent combination of education and experience may be considered.

Responsibilities

Delivers optimal results within appropriate metrics, including quality, quantity, timeliness, productivity, customer satisfaction and financial performance, including compliance with all rules, procedures, and standards consistent with the manager's supervision
Understands, promotes, and remains current on company underwriting guidelines, announcements, and memos related to changes in company policies and procedures
Receives customer payments, issues receipt and verifies reports of receipts for cash drawers
Successfully closes sales of insurance and ancillary products
Meets and exceeds sales goals through new product sales, cross sell / retention of customers
Prepares to become a fully licensed agent through attending appropriate courses, self-study, participation in training activities and job shadowing of agents to learn skills and accumulate experience
Monitors key competitors in the local market area and makes suggestions on initiatives that could improve the company's position in the marketplace
Works with Direct Sales Leadership to plan, implement, and manage marketing and sales processes to achieve production and growth goals
Leverages community contacts (natural market) to continually build a sales pipeline, as well as an active physical presence in your own community to build multiple centers of influence/referral sources (car dealerships, local events, community organizations, etc.)
Initiate outbound calling to established target customer base for Product offerings