Direct Sales Agent Specialist (1466) jobs in United States
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Allstate · 5 days ago

Direct Sales Agent Specialist (1466)

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 selling insurance products and generating new customers while retaining existing ones.

BankingFinanceFinancial ServicesInsuranceInsurTechVenture Capital
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Responsibilities

Drive new business sales and understand customers’ needs to build rapport and trust
Attract and generate new customers and cross-sell existing customers
Sell to walk-in customers and market products outside of the office
Create community relationships to promote continued growth
Assist customers in the office
Initiate outbound calling to established target customer base for product offerings
Monitor key competitors in the local market area and make suggestions on initiatives that could improve the company’s position in the marketplace
Work with Direct Sales Leadership to plan, implement, and manage marketing and sales processes to achieve production and growth goals
Deliver optimal results within appropriate metrics, including quality, quantity, timeliness, productivity, customer satisfaction and financial performance
Understand, promote, and remain current on company underwriting guidelines, announcements, and memos related to changes in company policies and procedures
Receive customer payments, issue receipts and verify reports of receipts for cash drawers

Qualification

P&C licensingSales skillsCustomer relationship managementOutbound callingMarket analysisCommunity engagementCustomer serviceTeam collaboration

Required

0 – 2 years of experience

Preferred

P&C licensing (Preferred) or must attain required licensure within 90 days of joining the company
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
20 PTO Days per year
6 Paid Holidays

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 Management
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Company data provided by crunchbase