Direct Sales Agent Specialist (2973) jobs in United States
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Allstate · 1 hour ago

Direct Sales Agent Specialist (2973)

National General, part of The Allstate Corporation, is seeking a Direct Sales Agent Specialist to drive new business sales and build customer relationships. The role involves attracting new customers and cross-selling existing products in a retail environment to support business growth.

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Responsibilities

Driving new business sales and understanding customers’ needs to build rapport and trust
Building and retaining a book of business within the market/retail location
Attracting and generating new customers and cross-selling existing customers
Selling to walk-in customers and marketing products outside of the office
Creating community relationships to promote continued growth
Assisting customers in the office
Initiating outbound calling to established target customer base for product offerings
Monitoring key competitors in the local market area and making suggestions on initiatives that could improve the company’s position in the marketplace
Working with Direct Sales Leadership to plan, implement, and manage marketing and sales processes to achieve production and growth goals
Delivering optimal results within appropriate metrics, including quality, quantity, timeliness, productivity, customer satisfaction and financial performance
Understanding, promoting, and remaining current on company underwriting guidelines, announcements, and memos related to changes in company policies and procedures
Receiving customer payments, issuing receipts and verifying reports of receipts for cash drawers

Qualification

P&C licensingSales skillsCommunity engagementOutbound callingCustomer serviceRelationship building

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

Benefits

Medical, Dental, Vision, Tuition Reimbursement, Pension & so much more!
20 PTO Days per year & 6 Paid Holidays!
Multi-tiered and comprehensive paid training program!

Company

Allstate

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Allstate is an insurance company that offers car, home, and life insurance services. It is a sub-organization of Allstate.

Funding

Current Stage
Public Company
Total Funding
$500M
2024-06-24Post Ipo Debt· $500M
2014-01-13Post Ipo Equity
1993-06-11IPO

Leadership Team

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Jonathan Adkisson
SVP & General Manager - Direct Distribution
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Guy Hill
Executive Vice President, Product
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Company data provided by crunchbase