The Insurance Representative is directly responsible for writing new quality business, conserving existing business, providing ongoing quality service to policy owners in accordance with the Insurance Representative’s Agreement and maintaining a program of continuous self-improvement. The primary aspect of the Insurance Representative position is to sell. All other functions, particularly policy owner services, provide the opportunities to increase sales activity.
The Representative reports directly to a Managing Representative, Associate Director or Managing Director and is expected to meet weekly and annual objectives agreed upon with his/her immediate supervisor for the number of submitted life & health applications, life and health placements, life & health annualized controllable increase, Personal Financial Planning (PFP) sales interviews, Quality Life Check-ups (QLCs), first year and renewal persistency, first year and renewal lapse limits and all other required annual objectives. The Representative, with his/her immediate supervisor’s approval, is responsible for the creation, development and implementation of action plans that are consistent with Company and personal objectives. In order to accomplish these goals, the Representative has to demonstrate the ability to work without close supervision and to work evening hours and weekends. The Representative is expected to perform at levels that will result in net premium growth on the agency to which he/she is assigned.
The Representative will establish annual individualized objectives on the Representative’s Marketing Plan. He/she will create, develop and implement the methods/activities/action plans necessary to achieve the annual objectives. The Representative will participate in an individual Action Planning Conference (APC) with his/her direct supervisor on a regular basis for the purpose of meeting the individual’s activity, sales, service and training goals established in the Representative’s Marketing Plan.
The Representative is expected to perform at levels that will result in net premium growth on the agency to which he/she is assigned.
Qualifications
Education – High school diploma required. An undergraduate college degree, in a business-related field (i.e., marketing, business administration, management, etc.) preferred.
Years and type of experience required/preferred – One to 3 years of experience in an insurance sales environment preferred, but not required.
Life and health insurance license is required.
Valid driver’s license and dependable/reliable transportation.
Establishes high goals and expectations. Able to start and persist with specific courses of action while exhibiting high motivation and a sense of urgency; willing to commit to long hours of work and make personal sacrifice in order to reach goals. Conducts oneself and communicates in a professional manner.
Insurance Representative • AUGUSTA, GA, US
We are seeking a Remote Client Support Representative – Travel to assist clients throughout their travel journey.In this fully remote role, you will serve as a key point of contact for travelers, p...[internal_linking.show_more]
Leading the charge in healthcare innovation, Theoria Medical offers a unique blend of medical excellence and technological advancement, primarily serving the post-acute and primary care sectors.Our...[internal_linking.show_more]
Registered Nurse Career Opportunity.Scroll down to find an indepth overview of this job, and what is expected of candidates Make an application by clicking on the Apply button.Sign On Bonus for Ful...[internal_linking.show_more]
Compensation: Varies per assignment.Location: Remote (USA) Company: ProductReviewJobs Thank you for your interest in becoming a Paid Product Tester.This opportunity is for completing market researc...[internal_linking.show_more]
The Kimbrell Agency is an independent brokerage under Symmetry Financial Group.We offer general life insurance, mortgage protection, dental & vision, infinite banking & retirement strategies, and m...[internal_linking.show_more]
Crafting Brighter Futures for Businesses Families across the US.At the forefront of specialized financial services, we help families safeguard their assets and promise a profound purpose: ensuring ...[internal_linking.show_more]
Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.We guarantee 15-25 hours per week with an hourly pay of bet...[internal_linking.show_more]
Must live in one of the following states: Alabama, Georgia or Louisiana.Please read the following job description thoroughly to ensure you are the right fit for this role before applying.Join Stapl...[internal_linking.show_more]
We are a fast-growing insurance agency dedicated to providing individuals and families with life, health, and retirement insurance solutions.We are seeking motivated individuals who are eager to bu...[internal_linking.show_more]
We are seeking a Remote Client Support Representative – Travel to assist clients throughout their travel journey.In this fully remote role, you will serve as a key point of contact for travelers, p...[internal_linking.show_more]
If you want to know about the requirements for this role, read on for all the relevant information.Experience the advantages of real career change.Join Piedmont to move your career in the right dir...[internal_linking.show_more]
Time freedom, uncapped income, and a team that actually has your back.Join our incredible culture of experienced agents ready to help you take the next step! 🐘 Peterson Life & Wealth is one of the...[internal_linking.show_more]
The Field Support Representative (AT&T) plays a critical role in ensuring consistent, high-quality retail execution across assigned locations.This role is primarily focused on daily in-store visits...[internal_linking.show_more]
Skills: Leadership, BPO, Insurance.We at Coforge are looking for a Team Leadwith the following skills.Please read the following job description thoroughly to ensure you are the right fit for this r...[internal_linking.show_more]
Customer Service Representative (CSR) – Sparkle Express Car Wash (North Augusta).At Sparkle Express Car Wash, we believe clean cars and happy people go hand in hand.We’re looking for friendly, ener...[internal_linking.show_more]
Advanced Practice Provider - Advanced Heart Failure - Piedmont Augusta.Piedmont Heart Institute (PHI) is recruiting for a Physician Assistant or Nurse Practitioner to join the Acute Care Services t...[internal_linking.show_more]
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.We build lasting relationships by doing the right t...[internal_linking.show_more]
USPS is accepting applications for PSE Sales & Services/Distribution Associate nationwide.This role ensures the smooth distribution of mail while offering professional customer support.USPS provide...[internal_linking.show_more]
