Agency Sales Coordinator

National Recruiting Manager | TA Leader | Talent Connector | Challenge Seeker | Goal Chaser

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 AC also helps identify and appoint new independent agents, supporting them with sales calls, presentations, and business setup.

• Generate new customers and sales through field prospecting, referrals, leads, target marketing, direct contact, and current Combined 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 sales standards set by the Agency to remain affiliated.

• Has knowledge of Company products.
• Can efficiently present Company sales materials.
• Can effectively demonstrate the Company's Sales Process.
• Service customer service calls or refer to appropriate channel.

• Field train and accompany all assigned Independent Agents as needed and requested by agent.
• Support each New Agent to develop a solid understanding and foundation of the sales process.
• Support Agents in assignment planning/appointment setting, as needed by agent.
• Mentor and coach established Agents by conducting field training or accompanying them during Sales visits as needed.
• Promptly report any operation issues in setting up a new piece of business.
• Entrepreneurial spirit to build their own independent agency.
• Execute the Sales System, meeting or exceeding assigned Sales goals consistently.
• Effective Communication:
  Professional verbal and written communication skills, affinity to the value of personal brand.
• Goal Setting:
  Demonstrate personal initiative and goal oriented.

• Obtaining a Life, Accident and Health license is required prior to being appointed.