Agency Sales Coordinator

The Agency Coordinator (AC) is primarily responsible for prospecting new customers independently and meeting with current customers to sell insurance products within a specific geographic area, supporting the delivery of sales objectives for the assigned area. The Agency Coordinator also assists in identifying and appointing new independent agents, supporting them in sales calls, presentations, and establishing their businesses. Responsibilities: Individual and Group Sales: Generate new customers and sales through field prospecting, referrals, leads, target marketing, direct contact, and current policyholders. Build customer relationships and respond to needs and concerns. Meet at least 75% of personal production and sales standards set by the agency to remain affiliated. Conduct Sales Presentations: Have knowledge of company products. Present sales materials efficiently. Demonstrate the company's sales process effectively. Handle customer service calls or refer appropriately. Agent Field Training: Field train and accompany assigned independent agents as needed. Support new agents in understanding the sales process. Assist agents with planning and appointment setting. Mentor and coach established agents during field training. Report operational issues promptly. Additional Skills and Qualities: Entrepreneurial spirit to build an independent agency. Ability to meet or exceed sales goals. Effective verbal and written communication skills. Goal-oriented with personal initiative. Obtain a Life, Accident, and Health license prior to appointment. Seniority level

Mid-Senior level Employment type

Contract Job function

Sales and Business Development Industry

Insurance

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