DirectSalesAgentSpecialist

Driving new business sales

Understanding customers’ needs to build rapport and trust

Driving sales and building and retaining their book of business

Attracting and generating new customers

Cross-selling existing customers

Selling products including Auto

and Roadside Assistance

Selling to walk-in customers

Marketing products outside of the office via marketing calls and in-person visits creating community relationships

Assisting customers in the office

Successfully closes sales of insurance and ancillary products

Meets and exceeds sales goals through new product sales

cross sell / retention of customers

Leverages community contacts (natural market) to continually build a sales pipeline

Active physical presence in your own community to build multiple centers of influence/referral sources (car dealerships

community organizations

Initiate outbound calling to established target customer base for Product offerings

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

and manage marketing and sales processes to achieve production and growth goals

Delivers optimal results within appropriate metrics

customer satisfaction and financial performance

including compliance with all rules

and standards consistent with the manager’s supervision

and remains current on company underwriting guidelines

and memos related to changes in company policies and procedures

Receives customer payments

issues receipt and verifies reports of receipts for cash drawers