Description
Essential Duties and Responsibilities:
This position is primarily focused on outside sales, including, but not limited to driving sales growth, developing current and new client relationships, producing individual sales and meeting and exceeding individual sales goals. Also growing debits/blocks of business consistently and profitably for the company. Tracking and compiling sales metrics for your area of responsibility. In addition, this position will be responsible for leading other outside sales agents, including training and development.
Meet and exceed monthly sales expectations and goals as determined by the VP of Home Service.
- Identify opportunities and improve sales and premium collection performances.
- Monitor market conditions in relation to competitors.
- Build strong and successful relationships with existing and potential clients.
- Recommend improvements to boost the performance of the sales team.
- Deal with various marketing strategies to fulfill the job requirements.
- Maintain a professional company image.
- Develop, train, and lead a team of outside life insurance sales agents.
- Thorough competency with sales and premium collection programs
- Other duties as assigned.
Requirements
Education and/or Work Experience Requirements:
- Active Life Insurance Agent licensure in the state of your responsibility
- 2 years of proven experience as a Life Insurance Agent Lead or similar role
- Strong sales and negotiation skills
- Ability to build and maintain strong relationships with clients.
- Demonstrated success in identifying, strategizing and executing sales plans for new and expanded opportunities.
- In-depth knowledge of life insurance products and industry trends
- Ability to work independently.
- Proven ability to develop and lead a sales team.
- Must be able to work under pressure and meet deadlines, while maintaining a positive attitude and providing exemplary customer service
- Excellent leadership and communication skills
Other Requirements:
- Ability to travel to regional locations to meet with existing and prospective clients.
- Promptly follow up on potential leads
- Access to your own workspace to enable business operations (primarily a field position)
- Ability to safely and successfully perform the essential job functions consistent with the ADA, FMLA and other federal, state and local standards, including meeting qualitative and/or quantitative productivity standards.
- Ability to maintain regular, punctual attendance consistent with the ADA, FMLA and other federal, state and local standards.
Skills Required
- Active Life Insurance Agent licensure in the state of responsibility
- 2 years proven experience as a Life Insurance Agent Lead or similar role
- Strong sales and negotiation skills
- Ability to build and maintain strong relationships with clients
- Demonstrated success developing and executing sales plans for new and expanded opportunities
- In-depth knowledge of life insurance products and industry trends
- Proven ability to develop, train, and lead a sales team
- Thorough competency with sales and premium collection programs
- Ability to work independently and under pressure while meeting deadlines
- Excellent leadership and communication skills
- Ability to travel to regional locations to meet clients
- Access to own workspace to enable business operations (field position)
- Promptly follow up on potential leads and maintain punctual attendance
What We Do
Security National Financial Corporation and its wholly owned subsidiaries operate in three main business segments: life insurance, cemetery and mortuary, and mortgage loans. More info at www.securitynational.com. The design and structure of our company is that each segment is related to the others, and contributes to the profitability of the whole. For example, our cemetery and mortuary operations enjoy a high level of public awareness that assists in the sales and marketing of our insurance and pre-need cemetery/funeral products. Security National Life Insurance Company in turn invests its assets in high quality mortgage loans. Thus, while each segment is a stand-alone profit center, this horizontal integration is planned to improve profitability. Our company also actively pursues growth through acquisitions of life insurance companies and mortuaries, and by expanding our mortgage operations.
