Licensed Sales Professional 2-20 and 4-40 $300 Sign in bonus

Purpose of Position
Assist in planning, measuring, and implementation of sales goals for the office. Licensed Sales Professionals are also responsible for assisting in the management of specific processes as well as servicing existing customers.
Care, sell, quote close – provide education to customers and prospects as to possible solutions to customer needs.

License Requirements
P&C. 2-20 or 4-40 active students

Minimum Performance Requirements
Will be determined by the agency principal and staff.

Essential Functions
• Complete daily activity log each morning, deliver to agency principal
• Provide new business log to agency principal at end of each day
• Log all financial services follow-ups into the appropriate system each day
• Contact customers to obtain and verify appointments
• Make agency principal aware of any situation that should be monitored concerning any customer having suspicious or frequent claims
• Write new business applications using a checklist
• Provide Agency Owner/Marketing Manager with a copy of each application done upon issuance, along with policy number and email address(es)
• Cross-sell existing customers
• Comply with underwriting guidelines, required customer documents, and office procedures
• Issue a minimum of X P&C items and X life applications per month
• Handle service work as necessary
• Actively train and improve sales and product knowledge skills
• Assist in training other employees
• Improve sales of all lines, retention, cross-sell ratio, and customer satisfaction, and reduce loss ratio while doing service work
• Participate in community events, as necessary
• Market to realtors, mortgage brokers, and apartment owners
• Write all brokered business for the agency that accommodates existing customers (see agency principal for more details)
• Responsible for essential functions on Customer Care Professional job description
• Handle additional duties as assigned or needed
• Maintain a positive and self-motivated attitude

Agency located in Sunrise off Oakland Park Blvd one mile west of Sawgrass Expressway.

Respond to this ad:
Allstate Excusive Agency
Edson Lucia
edsonlucia1@allstate.com