Sales Adviser

Indiana  ‐ Onsite
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Description

The Sales Adviser role markets, prospects, and sells American Family Insurance products in all product lines. Maintains effective customer relationships, understands customer`s needs, and matches them with appropriate product and service offerings. Promotes brand awareness through participation in agency and community events.

The Sales Adviser is responsible for attaining sales, profitability, and service goals for all product lines.

Insurance Sales

  • Develops knowledge of the local market dynamics for business development opportunities for all product lines.
  • Helps the Agency grow by using consultative selling techniques to sell insurance products to new customers.
  • Proactively cross sells and or coordinates with agency team members to provide additional coverage to existing customers.
  • Prospects for new business through leads, telephone calls, networking events, trade shows, and personal contacts. (Includes leads through COI, social media, B2B and B2C networks, and sales lead groups).
  • Secures new business through individual effort and established lead methods.
  • Prepares quotations and applications and delivers effective presentations in order to close sales.
  • Complies with underwriting guidelines and contacts appropriate division for underwriting guidance when needed.
  • Conducts sales and review appointments with prospective and current customers.
  • Meets and exceeds sales goals.

Company and Brand Promotion

  • Develops, maintains, and cultivates community contacts to enhance agency visibility and maximize new business opportunities.
  • Participates in events designed to promote brand awareness and educate consumers.

Insurance Service

  • Retains existing customers by providing industry leading customer experiences.
  • Ensures completion of requested account and policy updates and changes.
  • Coordinates the involvement of appropriate agency and or business partners when necessary to resolve customer issues.

Knowledge and Skill Development

  • Continually improves knowledge in area or field of specialization, insurance industry, products, underwriting requirements, sales, customer service, and supporting technology.
  • Participates in continuing education and professional designation programs.
Start date
n.a
From
American Family Mutual Insurance Company (AmFam)
Published at
05.09.2015
Project ID:
979009
Contract type
Freelance
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