Life Sales Specialist

Benefits

• Employee discounts
• Flexible schedule
• Free uniforms
• Opportunity for advancement

The Sales Specialist role markets, prospects and sells American Family Insurance products in a specialized product line. Maintains effective customer relationships, understands customers’ needs, and matches them with appropriate product and service offerings. Promotes brand awareness through participation in agency and community events.

The Life Lines Sales Specialist is responsible for attaining sales, profitability, and service goals for life products.

Develop knowledge of the local market dynamics for business development opportunities for life product lines.

Help the agency grow by using consultative selling techniques to sell insurance products to new customers.

Proactively cross‑sell and/or coordinate with agency team members to provide additional coverage to existing customers.

Prospect for new business through leads, telephone calls, networking events, trade shows, and personal contacts (Includes leads through COI, social media, B2B and B2C networks, and sales lead groups).

Secure new business through individual effort and established lead methods.

Prepare quotations and applications and deliver effective presentations in order to close sales.

Comply with underwriting guidelines and contact appropriate division for underwriting guidance when needed.

Conduct sales and review appointments with prospective and current customers.

Meet and exceed sales goals.

Develop, maintain, and cultivate community contacts to enhance agency visibility and maximize new business opportunities.

Participate in events designed to promote brand awareness and educate consumers.

Retain existing customers by providing industry‑leading customer experiences.

Ensure completion of requested account and policy updates and changes.

Coordinate the involvement of appropriate agency and/or business partners when necessary to resolve customer issues.

Continuously improve knowledge in area or field of specialization, the insurance industry, products, underwriting requirements, sales, customer service, and supporting technology.

Participate in continuing education and professional designation programs.

Required by state statutes to have proper insurance licensing to sell, solicit, or negotiate insurance products. The following line of authority is required for this position:
Life.

Valid driver’s license required.

Ability to work independently to plan, set priorities, and organize work.

Active involvement in the local community.

Demonstrated sales and customer service experience.

Excellent oral and written communication skills.

Demonstrated analytical skills.

Experience with PC software applications (Microsoft Office Suites, Internet Explorer, etc.).

Experience using a wide range of digital devices such as smartphones, tablets and laptop computers.

Experience with social media platforms, including, but not limited to Facebook, Twitter, Pinterest, You Tube, Instagram, Google+, Linked In, etc.

Demonstrated knowledge of insurance concepts and principles.

Demonstrated effective life insurance prospecting and sales experience.

Non‑typical schedules (evenings or weekends) may be necessary on occasion.

General office setting.

Flexible work from home options available.

This position is an Agency Team Member working for the Agency Owner and is not an employee of American Family Insurance.