· Generate new insurance business through outbound calls, email outreach, referrals, networking, social media, and other prospecting channels.
· Build, manage, and continuously develop an individual sales pipeline.
· Consistently follow up with prospects and active sales opportunities.
· Identify customer needs and recommend appropriate insurance products.
· Prepare and present insurance quotes to prospective customers.
· Convert qualified prospects into new customers.
· Cross-sell additional insurance products to existing agency customers.
· Develop referral relationships and identify new sources of business.
· Maintain accurate prospect, sales, and customer activity within the agency CRM.
· Meet established sales activity, pipeline, and production goals.
· Participate in virtual sales meetings, coaching sessions, and training.
· Obtain and maintain all insurance licenses required for the position.
· Represent the agency professionally and ethically in all customer interactions.