Overview
Purpose: Be aware that this is a sales role and direct income generation via client acquisition is the goal in every activity. This is achieved by immediate response to incoming quote inquiries and outbound calls. Develop competency and drive to obtain Sales Level 2 production in 6-12 months.
People: This role will mainly interact with Sales Level 2 and 3 team members plus Operations Level 1 and 2 as needed. Prospective client interactions as it relates to new business acquisition. State Farm interaction would include auto and fire underwriting and PLCC as needed. The position will report directly Sales Level 3 team member. Sales Level 3 team member will conduct quarterly reviews.
Plan: Expected work hours are 8:30 am to 5 pm Monday – Friday. Additional work hours may be needed based on client needs and goal achievement.
Process:
1. Sales success
a. Quote and close 40-50 P/C applications per month. 25 auto and 25 fire. Quote sources include inbound calls, SF. Com leads, and outbound calls as needed to achieve sales goal.
b. Pivot successfully to life, disability, and retirement: 5 pivot per day minimum.
c. Complete 10 life summation and LNA sheets per month. The expectation is to work toward producing 2-3 life applications per month and be working toward Sales Level 2 within 12 months.
d. Set 20 new client review appointments per month or 1 per day.
e. Remain current on all tasks and cases.
2. Spend 10% of time with service request for overall office support. Each service interaction needs to find the opportunity for a plus 1 pivot.
3. Flexibility – ie: temporarily take over some responsibilities while other team members out on vacation or illness. Continue to foster a spirit of cooperation.
Performance:
1. Traditional methods
a. Five pivots/day is a minimum, 10 should be the normal.
b. Set one appointment per day for appropriate salesperson.
c. Assist in finding 3 life opportunities each week.
d. 40-50 P/C apps/month.
e. Growing toward 2-3 life applications/month.
f. Achieve 6 months average of 40-50 P/C and 2-3 life applications move to Sales Level 2.
2. Innovative methods – this is not a comprehensive list; rather, starting points.
a. Are you building trust?
b. Are you participating in building client emotional bank accounts?
c. Were you impactful?
d. Did you learn something and pass it along?
e. Did you make something easier/simplified?
Requirements
- Property & Casualty license (required)
- Life & Health license (required)
- Excellent communication skills – written, verbal and listening
- Self-motivated
- Ability to multi-task
- Ability to effectively relate to a customer
Job Type:Full Time
