USA CA Roseville General 6074914 Property Casualty Insurance Sales Agent Job

Categories: Sales

Job Description


Job Duties:

• Use sales techniques and strong product knowledge to identify customer-specific needs to generate new sales and retain and grow our insurance renewal book of business. 
• Works to meet or exceed enterprise targets as defined in the annual sales incentive plan.  
• Generates leads and provides marketing support for insurance and membership products. 
• Proactively solicits and markets to business and/or community events, outbound calling, marketing lists, and cross-selling/up-selling of new and existing accounts.
• Responds to customer inquiries and requests relating to insurance products and membership.  Researches and resolves complex customer service issues.   Acts as first notice of loss for claims. 
• Effectively employs skills to overcome objections and close sales and retain current customers. 
• Conducts an insurance review for clients to identify a range of products and generate sales of new insurance policies and memberships and cross sell other AAA NCNU products. 
• Uses tools to assess risk, recommend appropriate products and coverage, quote, bind and issue policies.

• W-2 Status with No Overhead Cost
• Guaranteed Non-Recoverable Draw with Unlimited Earning Potential
• Comprehensive Benefits and Matching 401(k)
• Marketing Support and Internal Referral Program
• Paid Vacations and Incentive Trip Opportunities
• Licensing and Continuing Education Support
• Formal Training Provided

Job Requirements



Required Qualifications:

• 3 - 5 years previous relevant work experience
• Licensure as sales Agent(s) or work experience and attainment of license within 2-3 months of hire
• Strong skills in sales techniques and ability to develop, track and effectively follow up on leads.
• Understanding of market trends to effectively prepare for and adapt to change.
• Thorough knowledge of product.  Keeps abreast of industry and economic changes affecting products.
• Thorough knowledge of incentive and compensation plans and requirements.
• Knowledge of desktop systems and Microsoft productivity tools
• Proactive outside sales experience
• Telemarketing experience
• High School Diploma or GED

• Bachelor's degree in relevant field
• Bilingual English / Spanish is preferred