Entry Level Sales Representative engaging potential clients and presenting Medicare services in La Jolla, California. Manage client profiles and nurture leads through effective communication and sales tactics.
About the role
- Senior Personal Insurance Sales Rep responsible for achieving sales targets and fostering agency relationships in Northern Florida via in-person and virtual engagements.
Responsibilities
- Accountable for achieving or exceeding territory sales plans for new policy issuances, increasing new written premium, enhancing retention rates, and maximizing profitability.
- Builds actionable Territory and Agency Sales Plans that align with our strategic initiatives and financial targets, ensuring success in a high-performance sales environment.
- Leverage advanced data analytics and tools to track plan outcomes, effectively communicate insights, and implement strategic actions.
- Adheres to a disciplined consultative sales process and upholds the consistent execution of Sales Principles, driving success.
- Demonstrates discipline and focus on flow management to ensure adequate flow/bridging with an optimal mix of business to consistently surpass financial targets for both agency and territory.
- Cultivates a comprehensive grasp of the assigned territory, identifying the precise blend and quantity of agents poised to capitalize on market opportunities, aligning seamlessly with sales representatives’ territorial financial goals.
- Develop strategic sales call plans to effectively prioritize and leverage agency contacts and activities, ensuring a consistent and sustainable flow of target market business.
- Conduct impactful in-person or virtual sales meetings to forge and nurture agency relationships with key stakeholders, driving growth, profitability, and client retention.
Requirements
- Prior field sales / territory management experience required; Personal Insurance preferred
- Proven outstanding sales performance; fiercely driven, self-motivated, and possesses an unwavering determination to succeed.
- Proficiency in negotiation and persuasion.
- Excellent interpersonal and communications skills.
- Strong organizational and time management skills.
- Proven ability to cultivate and maintain relationships.
- Adaptable to changing market conditions.
- Analytical skills to drive results.
- Ability to work well independently and adapt to changes.
- Technologically savvy (e.g., Microsoft tools such as Sales Force, Teams, Word, Excel, and PowerPoint).
- Ability to travel within assigned territory.
Benefits
- short-term or annual bonuses
- long-term incentives
- on-the-spot recognition
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