Sales Advisor - Lee Agency, Inc.

Overview

Sales Advisor - Lee Agency, Inc.

Since 1978, Lee Agency has grown from a two-person crop insurance company to a full-service agency specializing in insurance for agriculture, senior living communities, commercial businesses, employee benefits and churches. Our clients span the nation, and we are proud to serve them in over 17 states.

Our organization thrives on three core principles:
Work Hard, Tell the Truth and Have Fun. These principles serve as the foundation of our company and our people.

Why would you want to work at Lee Agency when you can work anywhere else?

Our Culture!

• Core Values:
  Work Hard, Tell the Truth, and Have Fun
• Hospitality & Respect
• Family-feel, team-oriented

Our Benefits!

• Employer-matching retirement plan
• Eligible for 4 weeks paid time off within first year
• Time off for volunteering and ministry
• Health, dental, vision, and short-term disability insurance
• 8 paid holidays
• Quarterly family and employee events

The Sales Advisor is responsible for revenue generation, developing and maintaining new client relationships and partnerships, and aggressively developing and executing sales goals.

• The following list of duties and responsibilities is not all-inclusive and may be expanded to include other duties and responsibilities based on business necessity. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
• Develop and execute an aggressive annual sales plan in alignment with the Company’s vision and growth goals.
• Strategically target prospective clients and partners, developing and executing strong process goals, including but not limited to our 5 steps of the sales process:
  Contacts, interviews, info gather, present, close. Target prospects via cold calls, networking, conferences, referrals or other.
• Develop and execute high retention goals for clients and partners.
• Develop & present strategic proposals, in a timely fashion per our no-surprise approach, for prospective clients, partners and client renewals, tailoring to their specific needs.
• Seek and develop coverage knowledge with a goal of being the expert and best in niche. Pursue continuing education, trainings, certifications and designations as approved by your supervisor.
• Lead and execute upon our credo of Create Raving Fans! at claim time. Deliver top-notch performance in times of crisis and be a calm in the storm.
• Develop and maintain strong carrier relationships and maximize our partnership potential.
• Adhere to our Company’s policies, procedures and practices for new business.
• Establish servicing procedures for designated accounts as necessary.
• Utilize relationships or product expertise to assist in marketing accounts.
• Ensure documentation of all material conversations with insureds and/or carriers regarding exposures and coverages.
• Ensure strict confidentiality of all sensitive information.
• Serve as a professional representative, conducting all interactions internally and externally reinforcing the culture of the Company, honoring our core values of Tell the Truth, Work Hard, Have Fun.

The following are the minimum requirements for the position, which may be satisfied by an equivalent combination of education and experience.

• Bachelor’s degree is preferred.
• At least 2 years of demonstrated successful experience in insurance sales is preferred.

The following are minimum requirements for the position.

• Ability to obtain and maintain the applicable licenses required to place insurance in applicable states, as required by each state’s Department of Insurance, within 90 days of employment.

The following are the minimum requirements for performing the essential functions of the position.

• Demonstrated leadership skills and ability to lead.
• Professional level verbal and written communication skills.
• Strong negotiating skills and experience.
• Ability to identify issues and implement solutions.
• Ability to think strategically.
• High drive and initiative.
• Team-oriented with excellent customer service, networking and overall relational skills.
• Ability to successfully prioritize multiple…