- Prospect and obtain new clients through outbound calls
- Write applications in compliance with agency and Company policies and procedures
- Log all new business applications and submit log weekly to Agency Principal
- Present and explain New Client Packet to each new client
- Introduce all new clients to all available office Staff and EFS
- Keep Hot Prospect list updated and on desk
- Follow-up with clients on all new policies issued after 1 week to ensure receipt and understanding, set appointment for EFS to review Life needs
- Actively train and improve sales and product knowledge skills
- Assist in Training of other employees
- Attend office meetings
- Track and measure progress to weekly, monthly, quarterly and annual goals
- Improve office efficiency
- Comply with all Agency and Company requirements, policies and procedures
- Handle additional duties as apparent to enhance clients' experience with our agency.
Location: Portage, IN
Compensation: Hourly + commission
Principals only. Recruiters, please don't contact this job poster.
Please, no phone calls about this job!
Please do not contact job poster about other services, products or commercial interests.