Pekin Insurance · 7 hours ago
Life Sales Specialist - Utah
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Responsibilities
Makes systematic calls on the agent to aid the agent in sales, underwriting and education of the agent or any personnel within the agency
Communicates to the agency force the company philosophy, company policy and method of doing business
Attends and participates in periodical sales and educational meetings for agency force. These meetings should be a means of communication between the Pekin Home Office and field, promote sales contests, and educate agency force of new products and any industry trends
Responsible for production of all life products sold by the company
Assists and trains agencies in using our Company intranet website and life illustration software
Maintains the call report and/or software system by reporting dates, times and relevant information about each monthly agency call
Attends quarterly field meetings at the Pekin Home Office and annual award banquets
Performs other duties as assigned
Qualification
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Required
Bachelor’s degree in Business or related field required
Typically requires 3+ years of sales experience in the assigned territory
Basic skill in listening and communicating with the ability to speak in public
Basic Ability To analyze, organize, and prioritize work while meeting multiple deadlines
Basic Ability To establish program goals and objectives that support the strategic plan
Basic Ability To work evenings, nights, and/or weekends as necessary
Basic Ability To maintain a positive image and build strong relationships
Preferred
Life Insurance Producers license
Chartered Life Underwriter (CLU)
Chartered Financial Consultant (ChFc)
Certified Financial Planner (CFP)
Company
Pekin Insurance
Pekin Insurance provide peace of mind and long-term security for policyholders, shareholders, agents, and employees.
Funding
Current Stage
Late StageRecent News
2024-04-07
FinTech Global
2023-03-16
Company data provided by crunchbase