Apply on Employer Site

Allstate · 11 hours ago

Direct Sales Agent Specialist (2826)

Montgomery2826 Ngr

Full-time

Onsite

New Grad, Entry Level

$20/hr - $20/hr

0+ years exp

National General, part of The Allstate Corporation, is seeking a Direct Sales Agent Specialist to drive new business sales and build customer relationships. This role involves attracting new customers, cross-selling existing products, and managing a book of business within the retail location.

BankingFinanceFinancial ServicesInsuranceInsurTechVenture Capital

No H1B

Responsibilities

Driving new business sales and understanding customers’ needs to build rapport and trust

Drives sales and builds and retains their book of business within the market / retail location

Attracting and generating new customers and cross-selling existing customers

Sells to walk-in customers

Markets products outside of the office via marketing calls and in-person visits creating community relationships to promote continued growth

Assists customers in the office

Successfully closes sales of insurance and ancillary products

Meets and exceeds sales goals through new product sales, cross sell / retention of customers

Leverages community contacts (natural market) to continually build a sales pipeline

Initiates outbound calling to established target customer base for Product offerings

Monitors key competitors in the local market area and makes suggestions on initiatives that could improve the company’s position in the marketplace

Works with Direct Sales Leadership to plan, implement, and manage marketing and sales processes to achieve production and growth goals

Delivers optimal results within appropriate metrics, including quality, quantity, timeliness, productivity, customer satisfaction and financial performance

Understands, promotes, and remains current on company underwriting guidelines, announcements, and memos related to changes in company policies and procedures

Receives customer payments, issues receipt and verifies reports of receipts for cash drawers

Qualification

P&C licensingSales skillsCommunity engagementOutbound callingMarket analysisCustomer serviceTeam collaborationTime management

Required

0 – 2 years of experience

P&C licensing (Preferred) or must attain required licensure within 90 days of joining the company

Preferred

Successfully closes sales of insurance and ancillary products

Meets and exceeds sales goals through new product sales, cross sell / retention of customers

Leverages community contacts (natural market) to continually build a sales pipeline, as well as an active physical presence in your own community to build multiple centers of influence/referral sources (car dealerships, local events, community organizations, etc.)

Initiate outbound calling to established target customer base for Product offerings

Monitors key competitors in the local market area and makes suggestions on initiatives that could improve the company's position in the marketplace

Works with Direct Sales Leadership to plan, implement, and manage marketing and sales processes to achieve production and growth goals

Delivers optimal results within appropriate metrics, including quality, quantity, timeliness, productivity, customer satisfaction and financial performance, including compliance with all rules, procedures, and standards consistent with the manager's supervision

Understands, promotes, and remains current on company underwriting guidelines, announcements, and memos related to changes in company policies and procedures

Receives customer payments, issues receipt and verifies reports of receipts for cash drawers