Sales Agent Trainee, Insurance

SUMMARY:
This position provides the opportunity for motivated individuals to obtain industry experience working in a sales & customer support role while preparing and training to become a Licensed Insurance Sales Agent. Paid classroom and hands-on training is provided to assist trainees in the active pursuit of his/her State Property/Casualty and Life Licenses. Individual will assist customers, complete marketing activities and help with all office functions under direct guidance of an Agent or Lead Sales Agent.
PRIMARY RESPONSIBILITIES:
Actively prepare to become a licensed agent through attending appropriate courses, self-study, participation in training activities and job shadowing of agents to learn skills and accumulate experience
Provide general clerical and administrative support to staff including handling inbound and outbound phone calls, reports, filing, researching and gathering information, and maintaining overall appearance of sales office
Assist customers with general questions, receive customer payments, issue receipts and verify balance/daily reports of receipts for cash drawers
Complete marketing & sales related activities which further the Direct brand in the local market (outbound marketing calls, car dealerships visits, local events, distribution of flyers, etc.)
Contact customers regarding account status and renewals
Prepare and send information to customers and lien holders
Read and remain current on company guidelines, announcements, memos and bulletins related to company policy and procedure
Obtain appropriate insurance licenses as required to become an Agent and sell our products (Direct will cover fees for courses and licensing as per our internal guidelines) within reasonable timeline as outlined by management
KEY QUALIFICATIONS:
High School Diploma/equivalent. Some college/degree a plus
Some prior customer service or sales experience required. Retail Sales/Business-to-consumer sales experience strongly preferred
Previous successful experience working in a position with sales quotas/targets preferred
Demonstrated ability to provide excellent customer service and develop and maintain customer relationships
Highly motivated to market and sell in multi-product environment where cross selling and customer retention is essential to sales budget attainment
Excellent interpersonal skills including written, verbal and presentation delivery with ability to clearly communicate the features and benefits of products to customers
Experience or strong willingness to develop key relationships and market our products within community organizations and the local business community
Strong computer skills and aptitude to quickly learn new systems Individual must have a high level of initiative, drive and desire/openness to learn new skills and information
Must have current valid driver's license and consistent access to a personal vehicle which can be utilized to complete business marketing activities in the local community
FT/PT: Full-time
Address: 320 Palisades Blvd.
City: Birmingham
State: Alabama
Zip Code: 35209


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