Sales Advisor: Insurance- Muscatine
About The Position
Summary/Objective The Sales Advisor position is responsible for establishing the sales targets to meet the company objectives. He/she is also responsible for delivering strategic sales plans based on company goals, which will promote sales growth and client relationships for the organization. The Sales Advisor is responsible for the management and development of the sales team at all locations (Eldridge, DeWitt and Muscatine). Essential Functions A person in the Sales Advisor position is expected to perform the following essential functions: Develops annual sales plan in support of organization strategy and objectives Directs implementation and execution of sales policies and practices Manages the production of existing Book(s) of Business according to established business objectives Negotiates annual new and renewal production goals with Vice President and Producing Team Develops information and recommendations for prospective accounts, presents proposals in a professional manner, and adheres to agency policies and procedures for writing a new account Develops prospects through an organized agency direct solicitation program of cold calls, mailings, and phone contacts, from present account referrals, target-marketing leads, and community affiliations and other contacts Manages a sales team that is capable of carrying out needed sales and service initiatives Continuously develops his/her knowledge in the division of insurance through continuing education and training Establishes servicing procedures when necessary for designated accounts Assists in resolving any problems in accounting or claims for accounts produced Coordinates timely presentations for both new and renewal business Assists in marketing accounts, where appropriate, due to relationships or product expertise Documents all material conversations with insureds and/or carriers regarding exposures and coverages Performs other related duties as assigned by Leadership Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Requirements
- The Sales Advisor must obtain all licenses to discuss or place insurance in states where the agency functions, as required by each State’s Department of Insurance.
Responsibilities
- Develops annual sales plan in support of organization strategy and objectives
- Directs implementation and execution of sales policies and practices
- Manages the production of existing Book(s) of Business according to established business objectives
- Negotiates annual new and renewal production goals with Vice President and Producing Team
- Develops information and recommendations for prospective accounts, presents proposals in a professional manner, and adheres to agency policies and procedures for writing a new account
- Develops prospects through an organized agency direct solicitation program of cold calls, mailings, and phone contacts, from present account referrals, target-marketing leads, and community affiliations and other contacts
- Manages a sales team that is capable of carrying out needed sales and service initiatives
- Continuously develops his/her knowledge in the division of insurance through continuing education and training
- Establishes servicing procedures when necessary for designated accounts
- Assists in resolving any problems in accounting or claims for accounts produced
- Coordinates timely presentations for both new and renewal business
- Assists in marketing accounts, where appropriate, due to relationships or product expertise
- Documents all material conversations with insureds and/or carriers regarding exposures and coverages
- Performs other related duties as assigned by Leadership
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
11-50 employees
