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 • West Covina, CA, US
If you’re looking for an exciting opportunity where you can change people’s lives and achieve financial success as an independent insurance agent, you’ve come to the right place.Becoming an indepen... Show more
Licensed Bilingual Call Center Insurance Agent (Sales, Customer Service).Location: Buena Park, CA 90620, USA.Pay Range: $5000 - $10000/month.Unlimited/Uncapped commission - With no commission charg... Show more
Crafting Brighter Futures for Families.Positioned at the forefront of specialized financial services, our company is dedicated to helping families safeguard their assets and ensure a brighter futur... Show more
Do you have experience in selling insurance and a passion for customer service? If so, your language skills could make a meaningful impact in helping us serve our diverse customers.UNCAPPED COMMISS... Show more
SmartFinancial is a leading insurance technology platform transforming how consumers and businesses connect with insurance providers.As we expand our commercial insurance footprint, we're recruitin... Show more
Licensed Insurance Sales Representative.State Farm, Insurance and Financial Services office and I am looking for our next great Sales Representative.If you are a motivated self-starter who thrives ... Show more
Sales Representative - First Aid & Safety.Location: Paramount, CA, US, 90723.Cintas is seeking a Sales Representative to focus on new business-to-business account development in our First Aid and S... Show more
Life Insurance Sales Representative.We are looking for individuals interested in working from home, remotely, as life insurance sales representatives.We are hiring coachable individuals comfortable... Show more
Fire Protection Sales Representative.We're seeking a motivated, competitive sales representative to join our growing fire protection sales team.This is a B2B sales role (both inside and outside) th... Show more
Ally Financial only succeeds when its people do - and that's more than some clich people put on job postings.We live this stuff! We see our people as, well, people - with interests, families, frien... Show more
Insurance Agent - Whittier, CA.Join Horace Mann and unlock your financial potential.Ready to take control of your financial future? At Horace Mann, we are here to support you in achieving your goal... Show more
Life Insurance Sales Representatives.Our organization specializes in delivering personalized insurance solutions designed to safeguard families and businesses.We have cultivated a culture centered ... Show more
We are a very busy office and are looking for our next great team member.Our team is comprised of results-oriented individuals that are serious about their development.If you are self-motivated, po... Show more
Account Representative, Employee Benefits.In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected.As one of the world's largest insurance brokers, o... Show more
Account Representative, Employee Benefits.In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected.As one of the world's largest insurance brokers, o... Show more
Insurance Benefits Representative (1099 Independent Contractor).Location: California (statewide, any city).Compensation: Commission plus bonuses.Schedule: Self-managed with full-time effort require... Show more
State Farm, Insurance and Financial Services office and I am looking for our next great Sales Representative.If you are a motivated self-starter who thrives in a fast-paced environment, then this i... Show more
The Insurance Claims Specialist will be responsible for servicing auto loan accounts by managing physical damage and total loss claims.Follow and ensure compliance with all company policies and pro... Show more
The Benefits Account Manager / Insurance Service Representative is responsible for supporting clients with employee benefits administration, insurance communications, policy servicing, and coverage... Show more
Claims Representative (IAP) - Workers Compensation Training Program.By joining Sedgwick, you'll be part of something truly meaningful.It's what our 33,000 colleagues do every day for people around ... Show more
