Direct Sales Agent Specialist (1645)

Allstate Allstate · Insurance · Bonita Springs, FL

This role is for a Direct Sales Agent Specialist focused on selling insurance products (auto, life, etc.) to new and existing customers. It involves driving new business, cross-selling, building customer relationships, and achieving sales goals in a performance-driven environment.

What you'd actually do

  1. Responsible for the profitable growth and attainment of business goals by driving new business sales and understanding customers’ needs to build rapport and trust.
  2. Drives sales and builds and retains their book of business within the market / retail location.
  3. Responsible for attracting and generating new customers and cross-selling existing customers, in support of our product offerings including but not limited to Auto, Life, Auto Club, and Roadside Assistance.
  4. Sells to walk-in customers, markets products outside of the office via marketing calls and in-person visits creating community relationships to promote continued growth and assists customers in the office.
  5. Initiate outbound calling to established target customer base for Product offerings.

Skills

Required

  • P&C licensing (Preferred) or must attain required licensure within 90 days of joining the company.

Nice to have

  • 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, as well as an active physical presence in your own community to build multiple centers of influence/referral sources (car dealerships, local events, community organizations, etc.).
  • 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, implement, and manage marketing and sales processes to achieve production and growth goals.
  • Delivers optimal results within appropriate metrics, including quality, quantity, timeliness, productivity, customer satisfaction and financial performance, including compliance with all rules, procedures, and standards consistent with the manager’s supervision.
  • Understands, promotes, and remains current on company underwriting guidelines, announcements, and memos related to changes in company policies and procedures.
  • Receives customer payments, issues receipt and verifies reports of receipts for cash drawers.