Agent Success I jobs in United States
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Integrity · 1 day ago

Agent Success I

Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. This role will be responsible for supporting the Life Agent Success Manager and Marketer with sales and revenue for their assigned agents/agencies, tracking and managing weekly KPIs to ensure success.

AdvertisingDigital MarketingInsuranceMarketing

Responsibilities

Support the Agent Success Manager and Agent Success Marketer in achieving sales and revenue targets for assigned agents/agencies
Assist agents with life illustrations, basic case underwriting, and case design
Handle agent contracting and facilitate commission level communication within the office
Conduct outbound calls to agents as part of marketing campaigns
Communicate with carriers to obtain product information, underwriting details, and sales support
Provide marketing and sales support to agents and agencies to drive business growth
Build and maintain strong relationships with agents and agencies for ongoing success
Demonstrate thorough understanding of supported carriers and products, and effectively communicate their benefits
Contribute input on new products and sales processes, and consistently achieve weekly KPIs to meet company goals
Perform other duties as assigned

Qualification

Microsoft Office SuiteCustomer serviceVerbal communicationWritten communicationMultitaskingSales presentationTeam collaboration

Required

High School degree or equivalent
0-2 years of relevant experience
Strong proficiency in Microsoft Office Suite and ability to organize and prioritize tasks effectively
Excellent verbal and written communication skills with a professional approach
Exceptional customer service skills and ability to multitask in a fast-paced environment
Capable of presenting sales and training materials to large groups in person, over the phone, and via online meeting platforms
Ability to work both independently and collaboratively as part of a team

Benefits

Competitive compensation package
Benefits that make work more fun
Give you and your family peace of mind

Company

Integrity

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Integrity is a leader in providing holistic life, health and wealth planning and solutions designed to help Americans prepare for the good days ahead.

Funding

Current Stage
Late Stage
Total Funding
$2.15B
Key Investors
Silver Lake
2021-12-09Private Equity· $1.2B
2019-09-16Debt Financing· $945M
2019-08-28Private Equity

Leadership Team

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Linda Zukauckas
Chief Financial Officer
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Said Taiym
Chief Operating Officer
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Company data provided by crunchbase