Agency Sales Coordinator

The Agency Coordinator (AC) is primarily responsible for prospecting new customers independently and meeting with current customers to sell insurance products within a specific geographic area and to support the delivery of sales objectives for the assigned area.

The Agency Coordinator is also responsible for helping in the identification and appointment of new independent agents, supporting them in sales calls, presentations, and the setup of their independent business.

• Generate new customers and sales through field prospecting, referrals, leads, targeted marketing, direct contacts, and existing policyholders.
• Build customer relationships and respond to customer needs and concerns.
• Meet a minimum of 75% of personal production for the year as an agent and meet sales standards set by the agency to remain affiliated.
• Conduct sales presentations consistent with the new customer needs and assessment approach:
• Have knowledge of company products.
• Effectively present company sales materials.
• Demonstrate the company's sales process.
• Handle customer service calls or refer to the appropriate channel.
• Field train and accompany all assigned independent agents as requested:
• Support each new agent in developing a solid understanding and foundation of the sales process.
• Assist agents with assignment planning and appointment setting as needed.
• Mentor and coach established agents by conducting field training or accompanying them during sales visits.
• Report operational issues promptly when setting up new business.
• Foster an entrepreneurial spirit to build their own independent agency.
• Execute the sales system by meeting or exceeding assigned sales goals consistently.
• Communicate effectively with professional verbal and written skills, valuing a personal brand.
• Set and pursue personal goals with initiative and orientation.
• Obtaining a Life, Accident, and Health license is required prior to appointment.

• Proven experience in individual and group sales, including personal and team production.
• Strong knowledge of insurance products and sales processes.
• Excellent communication skills, both verbal and written.
• Ability to build and maintain customer relationships.
• Demonstrated ability to meet or exceed sales targets.
• Experience in training and developing independent agents.
• Entrepreneurial mindset and readiness to build an independent agency.
• Licensed for Life, Accident, and Health insurance.

Mid‑Senior level

Contract

Sales and Business Development

Insurance