Bilingual Direct Sales Agent Specialist

Job Description

National General is a part of The Allstate Corporation, which means we have the same innovative drive that keeps us a step ahead of our customers’ evolving needs. We offer home, auto and accident and health insurance, as well as other specialty niche insurance products, through a large network of independent insurance agents, as well as directly to consumers.

The Direct Sales Agent Specialist is responsible for the profitable growth and attainment of business goals by driving new business sales and understanding customers’ needs to build rapport and trust. This position drives sales, builds and retains book of business within the market/retail location, attracts and generates new customers, and cross‑sells existing customers in support of our product offerings including Auto, Life, Auto Club, and Roadside Assistance.

The role 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.

• Drive new business sales and understand customers’ needs to build rapport and trust.
• Drive sales and build and retain book of business within the market/retail location.
• Attract and generate new customers and cross‑sell existing customers, supporting product offerings including Auto, Life, Auto Club, and Roadside Assistance.
• Sell to walk‑in customers, market products outside of the office via marketing calls and in‑person visits, creating community relationships to promote continued growth.
• Assist customers in the office.
• Leverage community contacts (natural market) to continually build a sales pipeline and maintain an active physical presence in your own community to build multiple centers of influence and referral sources.
• Initiate outbound calling to established target customer base for product offerings.
• Monitor key competitors in the local market area and suggest initiatives that could improve the company’s position in the marketplace.
• Work with Direct Sales Leadership to plan, implement, and manage marketing and sales processes to achieve production and growth goals.
• Deliver optimal results within appropriate metrics, including quality, quantity, timeliness, productivity, customer satisfaction, and financial performance, while complying with all rules, procedures, and standards.
• Understand, promote, and remain current on company underwriting guidelines, announcements, and memos related to changes in company policies and procedures.
• Receive customer payments, issue receipts, and verify reports of receipts for cash drawers.

• 0–2 years of experience.
• P&C licensing (Preferred) or must attain required licensure within 90 days of joining the company.

• 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 to continually build a sales pipeline and maintain an active physical presence in your own community.
• Initiate outbound calling to established target customer base for product offerings.
• 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, and complies with all rules, procedures, and standards.
• Understands, promotes, and remains current on company underwriting guidelines, announcements, and memos related to changes in company policies and procedures.
• Receives customer payments, issues receipts, and verifies reports of receipts for cash drawers.

• Day 1 Benefits
• Medical, Dental, Vision, Tuition Reimbursement, Pension and so much more!
• 20 PTO Days per year & 6 Paid Holidays!
• Ability to sell a multitude of industry‑leading products through…