The Iowa Bankers Benefit Plan Territory Rep works under general supervision to market various insurance and employee benefit products and to provide service and consultation to banks on health-related issues by performing the following duties.
- Markets health, dental, vision, life/disability products, section 125 and 105 programs, executive disability and voluntary benefits to banks; prepares and presents comprehensive sales proposals.
- Plans, prepares and conducts informational meetings for bank employees.
- Prepares and presents written and verbal information to bank officers.
- Schedules appointments, conducts follow-up activities and drafts correspondence.
- Composes sales/activity reports; develops strategic plans for banks in the defined territory in coordination with leader.
- Communicates and collaborates with internal IBBP Benefit staff to resolve problems and clarify issues.
- Cross sells departmental products and services; refers inquiries and leads to the appropriate contact person.
Required Education: Bachelor's degree (BA)or equivalent combination of training and experience.
Required Work Experience: At least one to three years of insurance related work experience including either sale/marketing or customer service.
Technology Skills: Microsoft Office, general use of personal computer, use of "smart phone", use of projectors and misc. other technology related to presentations.
Required skills or traits for the position: Proper communication via email, telephone and written form. Ability to prepare reports. Knowledge of industry and products involved.
Specialized Training/Certifications: Valid Iowa Drivers license, Iowa Life and Health license
Candidate must live in Iowa and be able to commute to the office at least once a week for department meetings. This position regularly travels the state of Iowa, at least 3 days per week.
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