Regional Sales Agent - Mountain Area

Dairy Farmers of America•Greeley, CO

About The Position

Under the direction of the Director of Sales, the Regional Sales Agent operates and manages an assigned insurance sales territory. The role is responsible for achieving management-defined new business sales goals across insurance lines, including workers’ compensation, health insurance, farm packages, and agribusiness commercial package policies. The agent develops business acquisition and retention strategies, monitors market conditions, recommends responses to market needs, and participates as an active community leader. The position manages new-business interactions in the territory and works with an assigned Account Executive and Account Manager using a team-selling approach to support service and sales results.

Requirements

  • Bachelor of Science in Marketing, Business Administration, Communications, or a similar field, or an equivalent combination of education and experience.
  • At least 2 years of experience in a sales environment; experience focused on marketing, insurance, communications, and/or business development is preferred.
  • Must possess or obtain a property and casualty license within 90 days of hire.
  • Must possess a valid driver’s license.
  • Must possess or obtain a life/health insurance license within 6 months of hire.
  • Strong communication, analytical, problem-solving, public-speaking, interpersonal, and selling skills.
  • Sound understanding of sales and marketing tactics to move prospects to sales.
  • Excellent oral, written, and presentation communication skills for diverse internal and external audiences.
  • Ability to establish and independently manage effective relationships with internal staff, external customers, business partners, and vendors.
  • Ability to travel independently and promptly to visit customers throughout the assigned territory.
  • Ability to read, write, and speak English.
  • Travel requirement of 75%–100% (three or more weeks per month).

Nice To Haves

  • Agricultural background preferred.
  • Sales experience focused on marketing, insurance, communications, and/or business development preferred.

Responsibilities

  • Achieve management-set new-business sales goals in the assigned territory for property and casualty products, including workers’ compensation, as well as health insurance and other benefits lines.
  • Meet with cooperative members and prospects to evaluate insurance needs and explain offerings through farm and on-site visits; gather required information and forms and work with staff to submit applications to partner carriers in a timely manner.
  • Solicit services and strengthen relationships with key accounts and members through regular calls and visits; provide management with updates on progress and key developments.
  • Collaborate with sales leaders to develop sales and marketing strategies for the assigned region.
  • Ensure customer communications are consistent with policy and state and federal regulations.
  • Problem-solve and attend training to improve sales and professional skills.
  • Follow corporate procedures and use corporate-defined technology to maintain accurate records of customer communications and metrics.
  • Support the agency and cooperative mission and values while demonstrating high standards of integrity.
  • Protect member privacy in accordance with corporate privacy policies and procedures.
  • Maintain knowledge of relevant legislative and regulatory requirements and ensure activities comply with them.
  • Perform other duties as assigned.
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