Insurance Sales Resume Samples

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ES
E Sporer
Elyssa
Sporer
5322 O'Reilly Estate
Los Angeles
CA
+1 (555) 110 0966
5322 O'Reilly Estate
Los Angeles
CA
Phone
p +1 (555) 110 0966
Experience Experience
03/2015 present
Phoenix, AZ
Director Insurance Sales
Phoenix, AZ
Director Insurance Sales
03/2015 present
Phoenix, AZ
Director Insurance Sales
03/2015 present
  • 9) Provide strong team leadership to motivate and develop individual and team performance
  • 7) Oversee the development and ongoing maintenance of management information systems by
  • 8) Develop and manage an annual business plan, including
  • Maintaining awareness around regulatory developments and their impact
  • Partnering with the business lines to integrate insurance into their own advisor practice management efforts
  • Building a network of industry contacts that leads to a pool of potential future candidates
  • Creating and distributing management reporting
04/2009 02/2015
Boston, MA
Insurance Sales Specialist
Boston, MA
Insurance Sales Specialist
04/2009 02/2015
Boston, MA
Insurance Sales Specialist
04/2009 02/2015
  • Works closely with assigned Insurance and Annuity Product Managers to identify leads
  • Continually learn and develop knowledge of Allstate products and services
  • Perform other duties as assigned by the company
  • Creates proposals for prospects and clients to generate leads
  • Performs other duties and responsibilities as assigned
  • Perform other duties as assigned
  • Meet or exceed sales targets, understand and meet multiple performance metrics, and abide by insurance industry regulations
07/2004 03/2009
Houston, TX
Personal Insurance Sales Broker
Houston, TX
Personal Insurance Sales Broker
07/2004 03/2009
Houston, TX
Personal Insurance Sales Broker
07/2004 03/2009
  • Providing telephone coverage support (as directed); and
  • Analyzing customer inquiries by providing information on products/services
  • Providing information to customers in response to customer inquiries on products/services, converting a high percentage to new sales opportunities
  • Exceed established sales and revenue targets
  • Provides information to customers in response to customer inquiries on products/services, converting a high percentage to sales
  • Maintaining quality controls, checks work for accuracy
  • Meeting established sales and service targets
Education Education
Bachelor’s Degree in Business
Bachelor’s Degree in Business
Ohio University
Bachelor’s Degree in Business
Skills Skills
  • Represent in a highly professional manner
  • Ability and attitude to thrive in a high-paced, metric driven environment
  • Excellent oral and written communication skills
  • The ability to work independently to plan, set priorities and organize work
  • Experience using a wide range of technology devices such as smartphones, tablets and laptop computers
  • Excellent interpersonal, listening and communication skills
  • Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment
  • Absorb and effectively communicate knowledge on complex product offerings
  • Preparing and delivering clear, convincing and professional sales scripts
  • Establish clear directions and priorities and address concerns or challenging questions when they arise
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1

VP Financial Inst Insurance Sales Resume Examples & Samples

  • Maintains constant contact with the key executives of assigned insurance companies to discuss macroeconomic market trends and updates on their institutions common stock
  • Works closely with clients investment personnel, advises clients on investment opportunities, and recommends buying and selling of securities
  • Works closely with management teams to help communicate “their story” to institutional investors and other potential buyers of their common stock
  • Leverages relationships with insurance companies to cross sell products and services provided by Raymond James
  • Develops and maintains relationships with institutional clients and fellow internal professionals to facilitate efficient and effective client service
  • Disseminates timely marketing materials for equity products and services targeted at institutional investors
  • Responds to inquiries from institutional investors about the department’s investment philosophies, products and services
  • Develops sales goals and strategies to achieve goals incorporating suitability parameters derived from individual client investment policy statements where applicable
  • Maintains a list of buyers and sellers of individual stocks and communicates frequently to the principal traders
  • Actively leverages relationships in the insurance space to identify and build relationships with high net worth individuals that buy insurance stocks
  • Attends meetings and /or conferences to present Raymond James and its investment ideas to institutional clients, insurance company managements and boards of directors, and individual investors related to those organizations
  • Stays abreast of financial news/issues that may affect stock and bond prices
  • Tracks and reviews performance on assigned accounts to ensure adding value
  • Advanced knowledge of the entire product and service suite provided by Raymond James
  • Advanced concepts, practices and procedures of research analysis
  • Advanced investment concepts, practices and procedures used in the securities industry
  • Advanced concepts, practices, and procedures of institutional equity sales, private clients sales & sales trading
  • Principles of insurance and finance and securities industry operations
  • Financial markets and products
  • High level customer service
  • Identifying relationships draw logical conclusions and interpret results for use in decision-making
  • Using technical/professional knowledge, interpersonal and sales skills to obtain customers’ commitment to ideas, services, or products
  • Quantitative and analytical skills sufficient to assist in the development of corporate financial projections and equity valuation metrics
  • Analyzing and interpreting financial statements
  • Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, and spreadsheets
  • Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels
  • Multi-task and work on a fast-paced, team-oriented environment
  • Efficiently manage time and resources in order to overcome quantitative and analytical challenges as they arise
  • Be proactive and demonstrate readiness and ability to initiate action
  • Project positive, professional image both internal and with external business contacts
  • Convey information clearly and effectively through both formal and informal documents
  • Communicate effectively both orally and written
  • Possess a high level of energy
  • Demonstrate uncompromising adherence to ethical principles
  • Bachelor’s Degree (B.A.) in Finance, Accounting, Economics or related field and a minimum of five (5) years of institutional equity sales experience
2

Insurance Sales Specialist Resume Examples & Samples

  • Assists with educating financial advisors on the benefits of offered products and services for their clients through individual or group meetings
  • Fields incoming calls and proactively makes outbound calls to market Insurance products and services
  • Stays abreast of all Insurance and Annuity product specifics and communicates changes
  • Maintains open communication with internal resources and clients through all phases of the sales process
  • Works closely with assigned Insurance and Annuity Product Managers to identify leads
  • Creates proposals for prospects and clients to generate leads
  • Assists in the creation of reports and or databases as needed
  • Fundamental concepts, principles and practices of Insurance and Annuity products
  • Financial markets and insurance and Annuity products
  • Company's working structure, policies, mission, and strategies
  • Problem solving sufficient to effectively analyze, research and resolve inquiries and issues in a timely manner
  • Preparing and delivering clear, convincing and professional sales scripts
  • Use appropriate interpersonal styles and communicate effectively and professionally, both orally and in writing, with internal and external client's at all organizational levels
  • Develop and maintain effective working relationships with team members, internal partners, and external parties
  • Absorb and effectively communicate knowledge on complex product offerings
  • Represent in a highly professional manner
  • Effectively market Insurance and Annuity products and show resilience through the prospecting process
  • Identify problems, gather facts, and develop solutions
3

Head of Insurance Sales Resume Examples & Samples

  • 15 years of experiences in Banking and Finance industry, holding comparable senior positions
  • Rich experiences in general business, sales management and partnership management with proven records of performance and delivery
  • Leadership quality to build and drive a high performance sales organization - ability to inspire, motivate and drive success as well as to attract & groom talents
  • Excellent communication skills to build partnership with internal stakeholders & workgroups and to manage external business partners
  • Proactive, driven, result-oriented and discipline in execution
4

Insurance Sales Process & Compliance Resume Examples & Samples

  • University graduate or above, major in Business Management / Marketing
  • Professional qualification in insurance i.e. FLMI / Actuary
  • Over 10 years working experience in insurance / banking indusrty, with at least 3 years at managerial level
  • Excellent analytical and good interpersonal and communication skills
5

Insurance Sales Assistant Resume Examples & Samples

  • Perform data entry via software systems utilized by the Agency
  • Compile and maintain routine marketing status reports, contact lists and track various marketing/sales program parameters
  • Prepare Commercial Insurance proposals, exhibits presentations and spread sheets
  • Interact with Insurance Agency personnel and Carriers to ensure timely updates of information needed for presentations to Clients. Ensure deadlines are met
  • Coordinate via telephone and email between internal and external Clients and Insurance personnel
  • Review insurance policies to complete data entry on an application. Work with insurance company web sites to obtain client information (i.e. loss runs and rating of coverages)
  • Maintain compliance documentation and records to support Bank’s compliance with OFAC on Client accounts
  • Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies
  • Promote an environment that supports diversity and reflects the M&T Bank brand
  • Complete other related duties as assigned
6

Insurance Sales Support & Operation Resume Examples & Samples

  • Minimum Bachelor’s degree from any educational background
  • Strong analytical skills and high attention to details
  • Strong in process creation and or process improvement
  • Have project management skill background
  • Good in interpersonal skill
7

General Insurance Sales Resume Examples & Samples

  • Manage inbound and outbound sales calls
  • Business Development and generation of new customers
  • Processing renewals and endorsements
  • Assist in quotations, new business, renewal presentations
  • Keeping system records and customer files up to date
  • 3 + years Insurance Sales experience
  • Ideal candidate would have previously sold insurance within a Banking Institution although this is not essential
  • Strong communication skills both verbal and written
  • Proactive and a team player
8

Director North American Insurance Sales Resume Examples & Samples

  • Sales leader to drive SS&C Insurance market strategy and execution
  • Player-coach that works with the sales team to drive sales growth through relationship building, industry thought leadership, strategic relationships and managing the entire sales process to successful closure
  • Development and execution of sales by utilizing direct marketing strategies, sales force building, sales process management and marketing support materials
  • Effectively utilizing SS&C team of product and industry experts to advance sales effort
  • Maintaining knowledge of industry trends and potential new product and services opportunities for SS&C
  • Working closely with senior-level management of SS&C and clients
  • Strong sales aptitude
  • Good communication skills and attention to detail
  • Demonstrated success selling technology and outsourcing solutions to the insurance market
  • Motivated candidate that wants to earn significant compensation with potential for equity compensation for the right candidate
  • Strength in new business development and building strong relationships with C level executives
9

Director Insurance Sales Resume Examples & Samples

  • 1) Partner with Solutions Market Directors to manage Insurance specialists and support the achievement of business targets by
  • Providing insurance industry and sales knowledge to complement the local sales management activities
  • Ensuring adequate territory coverage
  • Taking an active role in the recruiting and onboarding of new specialists
  • Addressing any escalated issues related to Insurance sales
  • 2) Manage a national framework for driving insurance revenue growth by
  • Ensuring that key messages are well understood in the field
  • Helping shape marketing activities via collaboration with the SWIS team and feedback from advisors and ICs
  • Delivering “inside” support through a variety of centralized activities
  • Partnering with the business lines to identify opportunities to integrate insurance into various strategic initiatives and growth plans
  • Overseeing the design and execution of sales campaigns
  • 3) Develop and drive insurance engagement activities within non-traditional advisory channels by
  • Create buy-in from senior executives around the value of insurance referrals
  • Leading any analysis that supports the size of the business opportunity within those channels
  • Identifying the key criteria for success; designing new processes or removing barriers to generating insurance referrals
  • Ensuring that compensation and other recognition aspects are addressed
  • Creating and implementing detailed employee engagement plans
  • 4) Maintain oversight of Insurance specialist roles by
  • Defining key metrics and alignment to the strategic objectives of the business lines
  • Reviewing and evolving compensation , incentive & recognition programs to
  • Defining the professional standards and service levels expected of the roles
  • Continuously evaluating the scope of specialist roles and any coverage gaps
  • Supporting the career development of junior team members
  • 5) Develop and maintain a strong understanding of the industry and marketplace as a means of driving the strategy and framework to increase insurance distribution and apply those learnings by
  • Having a good understanding of how insurance specialists operate at
  • Building a network of industry contacts that leads to a pool of potential future candidates
  • Monitoring media and publications to increase understanding of client/advisor demands and best practices
  • Maintaining awareness around regulatory developments and their impact
  • 6) Lead Insurance practice management efforts by
  • Working closely with IC teams in order to understand their unique challenges
  • Collaborating with Market Directors to improve effectiveness as an Insurance sales team
  • Partnering with the business lines to integrate insurance into their own advisor practice management efforts
  • 7) Oversee the development and ongoing maintenance of management information systems by
  • Developing processes around the collection, storage, aggregation, and analysis of data related to insurance engagements and results
  • Developing and communicating key insights that can inform coaching discussions, identify business opportunities, and shed light on historical trends
  • Undertaking ad hoc analysis required to support business decisions
  • Creating and distributing management reporting
  • 8) Develop and manage an annual business plan, including
  • Participating in an annual business planning exercise for Financial Planning & Insurance Advisory
  • Building an annual sales plan that includes planned activities to generate sales and expenses
  • 9) Provide strong team leadership to motivate and develop individual and team performance
  • At least five years of experience in Wealth Management / Planning
  • Very strong strategic influencing skills and ability to develop strategic relationships,
  • Excellent communication, and presentation skills
  • Ability to take ownership of driving results that are controlled by partners but can be influenced; and
  • Sales management experience with a demonstrated history of providing coaching and development to staff
  • Solid understanding of Wealth Management solutions
  • Solid knowledge of marketplace and competitive practices; and
  • Media training
10

Insurance Sales Specialist Resume Examples & Samples

  • Develop high quality customer rapport to obtain information in order to generate insurance quotes and sell auto, home and umbrella insurance products through inbound phone calls. (no cold calling)
  • Conduct needs analysis, handle objections and close the sale to meet monthly sales targets and earn incentives
  • Obtain your NV Property & Casualty insurance license. We pay for the course and in house training to obtain this license. Company provides ongoing support to maintain your license by offering free online Continuing Education
  • All training is paid time by the company
  • Perform other duties as assigned by the company
  • High School diploma or equivalent work experience
  • Minimum 1 year sales or customer service experience
  • Excellent interpersonal, listening and communication skills
  • Ability and attitude to thrive in a high-paced, metric driven environment
  • Property & Casualty (Not required at hire date, but will need to acquire within 30 days from start date. Ameriprise pays for your first attempt at attaining)
  • Prior experience within a contact center
  • Strong sales background preferred!
11

Insurance Sales Planning Head Resume Examples & Samples

  • Candidate must possess a university degree from a recognized university. Master degree/MBA is preferred
  • Candidate must possess good communication skills, excellent analytical skills, and positive attitude and is highly self-driven
  • Good sense of sales behavior and customer insight
  • At least of 6 years’ experience in financial industry in similar function or related functions. Banc assurance/ Insurance background is preferred
12

Citibank Berhad Kl-insurance Sales Head Resume Examples & Samples

  • Support branch manager/Team Sales Leader in driving insurance activities and referrals at branches
  • Provide training and sales guidance to RM/PB on insurance related sales
  • Assist RM/PB in joint sales call when need be
  • Comply to insurance sales process and promote compliance to insurance sales process to RM/PB at branch
  • Degree holder
  • A great team player
  • Experience in managing a sales team
  • Experience in Bancaassurance
  • Experience in Microsoft and technical skills
13

Insurance Sales Resume Examples & Samples

  • Delivers Results
  • Extensive experience in Insurance Product
  • Have a positive, can do attitude with a desire to achieve the sales target
  • Strong sales competence and service attitude
  • Have a positive, can do attitude with a desire to get things right first time every time
  • Meet the cross sell gaol and leads referral via inbound calls to generate more revenue
  • Ensure all services delivered comply with ANZ Group strategy, policies, processes & standards & with external regulatory requirements
14

Insurance Sales Solution Proposal Coordinator Resume Examples & Samples

  • Ownership for assigned products presentations in a pre-sales role – must be personally committed to these key job functions
  • Strong presentations skills with ability to speak to diverse audience including senior level executives
  • Oversees pre-sales activities & processes to ensure a high standard of professional excellence in early relationship client building
  • Takes ownership for business functions including, creating overall customer/prospect presentations and keeping trained on industry software
  • Establishes and implements short- and long-term strategies to deliver for solution marketing
  • Effectively communicates progress toward goals and objectives, pre-sales tasks, and activities, and clearly describes sales challenges and objections to sales leadership for support and resolution.Experience with claims and/ or risk management software a plus
  • Bachelor's degree in business, computer science, information technology or related field preferred
  • Five or more years of business solutions, technical consulting, or sales solutions experience
  • Experience working with technology industry
  • Experience working with technology products, services, competencies, solutions and offerings
  • Experience working with solution/product portfolios
  • Experience working with business environment, business industry and competitor products and services
  • Proven track record of at least 3 contiguous years of achieving or exceeding goals
  • Willing to travel up to 50% of the time or as needed to get the job done
  • Strong written and verbal communications skills- equal business stature with C-level executives
  • Strong presentation and planning skills – must be able to write clearly and succinctly
  • Ability to use own judgment and initiative in problem resolution – think out of the box
  • Strong desire to represent the company to internal and external clients / prospects - strong advocacy experience
  • Ability to operate with very little management direction on a day to day basis
  • Ability to understand and identify with client business needs and their corresponding business conditions
  • Ability to translate understanding of client business and needs into services which CSC can offer to improve client's business
  • Strong sense of “team” and “loyalty” must be in your DNA
15

Insurance Sales Resume Examples & Samples

  • Sells complex services/solutions and may be selling to a C-Suite level at prospects
  • Emphasis on cross-selling all Aon solutions
  • Identifies, develops and cultivates prospects for Aon solutions and positions Aon to win the work
  • Ability to uncover and identify prospect needs is critical
  • Leads team selling efforts internally and with the prospects team
  • Often leads cooperative effort among members of a project team to deliver results
  • Able to influence outcomes beyond the scope of their individual function
  • Must possess knowledge of the insurance industry and our products and services
  • Minimum of 3 years within a new business development role in the Risk Insurance Industry
  • Proficiency with Microsoft Office products such as Word, Excel, PowerPoint and Outlook
  • Experience in building and maintaining relationships with clients
  • Strong proven sales track record
  • Active P&C license
  • Active Life and Health license is preferred, but not required
16

Personal Insurance Sales Broker Resume Examples & Samples

  • Exceed established sales and revenue targets
  • Process residential and automobile applications with accuracy, diligence and in a timely manner
  • Minimum 3+ years of relevant Personal Lines or general insurance related experience
  • Knowledge of Personal Lines products and services
17

Personal Insurance Sales Broker Resume Examples & Samples

  • Maintaining a consistent flow of sales through outbound, inbound and referral calls
  • Analyzing customer inquiries by providing information on products/services
  • Matching customer needs to insurance company’s products/services
  • Recommending and maintaining appropriate insurance coverage
  • Meeting established sales and service targets
  • Generating new business opportunities by recommending products/services where appropriate
  • Up-selling or cross-selling products/services to existing clients
  • Updating customer records on computer system
  • Contacting other departments to obtain information requested by customers i.e. claims
  • Providing post sales customer service (i.e. policy changes
  • Reviewing coverage(s) and recommends changes as necessary
  • Maintaining quality controls, checks work for accuracy
  • Managing accounts receivable
  • Processing documents, including customer letters and invoices (as needed or directed)
  • Referring complex/difficult customer complaints/inquiries to team leader or supervisor
  • Providing telephone coverage support (as directed); and
  • One (1) to three (3) years of Personal Property and Auto insurance experience, with a heavy focus on business development and sales generation
  • Previous experience working in an inbound and outbound call center type environment
  • Strong knowledge of Personal Lines products, services and markets
  • Ability to establish a rapport, asses and identify cross-selling opportunities over the phone
  • Client focused and proven relationship building skills
  • Three (3) to five (5) years of Personal Property and Auto insurance experience preferred
  • Knowledge of Personal Lines products, services and markets an asset
  • Functional knowledge of The Agency Manager (TAM) an asset
  • Previous experience working in a high volume, production-based environment an asset
18

Insurance Sales Specialist Resume Examples & Samples

  • Maintain an appropriate study schedule and discipline to prepare, pass, and obtain the NV Property & Casualty insurance license within training timeline. We pay for the course and provide in house training to obtain this license. Company provides ongoing support to maintain your license by offering free online Continuing Education
  • Property & Casualty (Not required at hire date, but will need to acquire within specified timeline from start date. Ameriprise pays for your first attempt at attaining)
  • Prior experience within a contact center or customer service
  • Strong sales experience preferred
19

Corporate Health Insurance Sales Resume Examples & Samples

  • Evaluate clients' health insurance history, financial position and available capital to help them identify their best possible health insurance arrangement
  • Analyze, draft and implement comprehensive health insurance plans to help meet client objectives
  • Identify and develop new business through existing and potential clients
  • Stay current and informed of new PPACA-related legislation, products and market trends
  • Participate in training and development to continually improve the ability to provide the best advice and service for clients
  • Prepares and delivers clear, effective and professional presentations
  • Effective listening and questioning techniques to identify clients' needs
  • Use mathematics sufficiently to analyze numerical data, ratios among percentages and rates of change in trend analysis
  • Productive networking and prospecting in the community
  • Verbal communication skills to communicate ideas and thoughts in a clear, professional manner
  • Operates standard office equipment and uses required software applications to produce correspondence and electronic communications
  • Leadership and training skills to direct the work of administrative employees (as applicable)
  • Knowledge of health insurance and general insurance products
  • Life, Accident Health Insurance license
  • Clean CRD/U4 record
  • Knowledge of technology and software planning tools toanalyze and report financial data
  • MS Excel, Word and Outlook proficiency to read,interpret and send documents
  • 2-3 years of prior sales experience in the business industry
  • Bachelor's degree strongly preferred
20

Insurance Sales Resume Examples & Samples

  • You’ve gotta have between 2-5 years of insurance sales experience – this is not a position for green sales people
  • You love teams. You are a team playing savant!
  • Passions include: winning, offering great customer service, having fun, learning, growing and making mistakes (hopefully never the same one more than once)
  • Customers and quotes are personal hobbies – managing a sales pipeline and learning Velocify, EZ Lynx and carrier websites are things you could easily figure out yourself (but we’ll help you get it faster)
  • Don’t make us say it - it’s the 21st Century! You should know Outlook, Excel and Word
21

Insurance Sales Executive Resume Examples & Samples

  • Bachelor's Degree required or 5 years applicable sales experience
  • Minimum of 3-5 years of experience in Property and Casualty insurance sales and/or Employee Benefits required
  • Must have proven ability to pursue and close sales
22

Insurance Sales Specialist Resume Examples & Samples

  • Quote and sell auto, home and umbrella insurance products through inbound phone calls. (no cold calling)
  • Conduct needs analysis, handle objections and close the sale to help achieve your monthly sales targets to earn incentive
  • Base pay plus an uncapped incentive plan. No reduction in base pay when incentive is earned
  • Obtain your WI Property & Casualty insurance license. We pay for the course and in house training to obtain this license. Maintain your license by taking online CE which the company will pay for on your behalf
  • Previous sales experience a plus!
23

Insurance Sales Specialist Resume Examples & Samples

  • Two years sales experience in a call center environment is preferred. OR, a college degree with one year sales experience
  • Strong sales skills including customer service and closing deals
  • Good organizational skills and the ability to multi-task and prioritize in a high-volume, fast paced environment
  • Ability to manage sensitive and critical client information
  • Strong computer, typing and grammar skills
  • Applicants must be at least 18 years or older to be considered eligible to take the state licensing exam
24

Insurance Sales Associate Resume Examples & Samples

  • Respond to customer inquiries that result from highly targeted, analytics-driven lead generation
  • Establish a trusted relationship with prospects through active listening, education and guidance
  • Gather and accurately record customer information to process new insurance applications
  • Leverage tools to support fact finding, needs analysis, quoting/illustrations, product recommendations, application completion and policy issuance
  • Act as subject matter expert on appropriate life insurance product line(s)
  • Refer cases to third-party Financial Advisors in order to connect prospects with the resources they need
  • Meet/Exceed monthly activity and sales goals
  • Handle other incoming/outgoing calls as assigned
  • Escalate issues, concerns and trends to management as necessary
  • Stay informed of industry trends and marketplace competitors
  • Make suggestions to help improve the insurance sales program
  • Carry out special projects and assignments as required
25

Insurance Sales Leverage & Retention Unit Head Resume Examples & Samples

  • At least 5-year working experience in client service /CRM field. Banking/Insurance related experience/knowledge is preferred
  • Good team work with leadership, work under pressure
  • Demonstrated ability to deliver results timely, relevant and effective
  • Strong people & project management skills with the ability to multi-task
26

Insurance Sales Specialist Resume Examples & Samples

  • *Start Date for this Las Vegas class will be February 13, 2017***
  • Maintain an appropriate study schedule and discipline to prepare, pass and obtain the Nevada Property & Casualty insurance license within the training timeline. Ameriprise Auto & Home Insurance pays for the course and provides in-house training to obtain this license. We also provide ongoing support to maintain your license by offering free online continuing education. Plus, we pay you for the time you spend training
  • Develop a high-quality rapport with clients during inbound calls (no cold calling) while analyzing needs to generate insurance quotes for clients’ property
  • Address concerns and consult with clients on the benefits of protecting their assets with our insurance products in order to close the sale, meet monthly sales targets and earn incentives
  • Meet or exceed sales targets, understand and meet multiple performance metrics, and abide by insurance industry regulations
  • Property & Casualty (Not required at hire date, but will need to acquire within specified time line from start date. Ameriprise pays for your first attempt at attaining the test)
  • Previous sales or customer service experience is a plus
  • Property and Casualty License
27

BPO Financial Services Insurance Sales Capture Lead-northeast Region Resume Examples & Samples

  • Minimum of 3 years selling large, multi-tower, complex IT services, BPO and/or Infrastructure / Applications Services projects for a major global consulting firm
  • Minimum of 8 years selling other outsourcing solutions for a global consulting firm
  • Minimum of 3 years record of sales quota attainment against an annual 20M+ quota number
  • Experience working with and/or delivering infrastructure services related work within a large, matrix company environment
  • Experience with C-level and senior executive client relationship building and relationship management
  • Experience working with financial services industry preferred
  • Attested ability to build, manage and foster a team-oriented environment
28

Insurance Sales Director Resume Examples & Samples

  • Uses considerable judgment to determine solution andseeks guidance on complex problems
  • Primary upward interaction is with direct supervisor. May interact with peers and/or management levels at a client and/or within Accenture
  • Determines methods and procedures on new assignments with guidance
  • Decisions often impact the team in which they reside
  • Experience in Insurance Applications, with specialization in Marketing and Distribution Channel business processes and experience in technology solutions analysis, design and/or developing
29

Insurance Sales Represenative Resume Examples & Samples

  • Identifying prospective customers using established lead methodologies
  • Counseling and advising prospects and policyholders on matters of insurance protection and coverage
  • Making group presentations to decision-makers in the Affinity organizations
  • Participating in various incentive programs and contests designed to drive sales and meet production goals
  • Highly effective communication skills - oral, written and group
30

Insurance Sales Associate Resume Examples & Samples

  • Identifies cross selling opportunities for Executive Sales Representative
  • Prospects and initiates new business sales
  • Assists in the processing of new business. Includes contacting customers to finalize sales/service transactions
  • Identifies Mass Marketing prospects, utilizing existing book of business
  • Assists Executive Sales Representative in establishing a direct mailing plan with follow-up contact
  • Completes 30 day follow-ups on new policies for Executive Sales Representative, in order to keep retention level high and take advantage of cross-selling opportunities
  • Works with Executive Sales Representative in renewing quality accounts and analyzing customers' insurance needs
  • Coordinates activities with other departments to ensure quality customer service, acts as initial contact in addressing customer concerns regarding establishment of policies and new account status
  • Bachelor's degree or equivalent training, plus 1-3 years of relevant and more responsible work experience necessary
  • Excellent verbal and written communication, and analytical skills necessary
  • Bilingual English / Spanish a plus
  • Ability to handle multiple tasks with varying time constraints
  • General working knowledge of companies services, products and marketing techniques, insurance contracts, preferred but not required
31

Insurance Sales Resume Examples & Samples

  • Identifies, qualifies and sells new client engagements with target organizations to achieve or exceed annual goals
  • Builds effective and collaborative relationships with the key decision-makers within the target organizations
  • Uses a highly consultative approach to setup sales meetings and conduct face to face meetings with prospects
  • Organizes and executes a multi-faceted sales plan to effectively make direct contact with prospects
  • Participates in professional organizations and informal networks to develop, build and sustain pipelines and to obtain prospects
  • Understands the short and long-term needs and challenges of prospects and how the MMA value proposition and industry best practices can assist in solving their problems, improve their competitive position and move their business forward
  • Works closely with a team of consultants and analysts to collaboratively develop solutions that will move prospects through the sales process and win the sale
  • Proficient in and a champion of the tools and processes, sales effectiveness techniques and best practices of MMA
32

Licensed Insurance Sales Rep Resume Examples & Samples

  • 1+ Years of sales experience
  • Insurance knowledge a plus
  • Relevant industry practice or Line of Business experience plus
  • Insurance market, clients and claims management skills related to area of expertise a plus
  • Demonstrated networking skills
  • Demonstrated problem solving capabilities
33

Trainee Insurance Sales Consultant Resume Examples & Samples

  • Lead Warming Consultants are tasked with contacting clients of the LSL Property Services PLC group to warm them for a household insurance quote from the Sales team
  • Utilizing the set contact cycles to follow up clients (thus maximizing conversion) and working proactively are both of upmost importance to efficiently refer the required number of clients on a daily basis
  • Demonstrating high levels of customer service whilst adhering closely to compliance regulations are also main accountabilities of this role
  • Self-motivated and pro-active to achieve daily targets
  • Strong oral communication with an excellent telephone manner
  • Ability to maintain a high work rate
  • Adherence to processes and service standards
  • Positive attitude
34

Insurance Sales Assistant Resume Examples & Samples

  • Assist Sales Agents with outbound sales calls to clients to further discuss our services and products. Soliciting and selling, as needed and directed of homeowner’s, dwelling, fire, earthquake, flood, condo, renters, wind storm and umbrella policies to new mortgage loan borrowers, builder clients, existing portfolio accounts and referral customers; via direct mail, telephone, fax, and telemarketing efforts
  • Work closely with Sales Agents with evaluating property risk to accurately quote and recommend insurance coverage based on property location, company underwriting guidelines, previous loss experience and credit scores
  • Improve sales processes by analyzing current work flows, identifying and resolving issues within area of responsibility and recommending improvements to streamline procedures, capitalize on best practices and enhance the business
  • Identify opportunities to increase business by effectively presenting sales information, analyzing and communicating results, building and maintaining internal and external relationships and providing information and tools that support the achievement of business development
  • Organize and prioritize work based on order of importance to meet department requirements and performance expectations
35

Sales Director of Insurance Sales Resume Examples & Samples

  • Net New Business ($1M/year Goal)
  • 100% Customer Retention
  • 3:1 Qualified Sales Pipeline
36

Insurance Sales Associate Resume Examples & Samples

  • College Degree preferred plus strong sales closing skills
  • Experience in an insurance sales/customer service role a plus
  • Excellent oral and written communication skills; strong grammar skills
  • Property and casualty license for state(s) in which you live, work and service preferred
  • Strong organizational and computer skills
  • Ability to be a self-starter and work independently
37

Insurance Sales Consultant Resume Examples & Samples

  • What's the most interesting thing you've read recently and why
  • Tell us about a good sales experience you’ve had recently
  • Tell us why you think insurance is important
38

Insurance Sales Executive Resume Examples & Samples

  • Bachelor's Degree required or 3 years equivalent insurance sales experience
  • License required - Property and Casualty License, Life and Health a plus
  • Minimum of 3 years of experience in Personal Lines, Carrier knowledge a plus
  • Must have good communication. Both written and verbal
39

Ag / Crop Insurance Sales Resume Examples & Samples

  • BSc. Ag-related degree preferred
  • Recent Ag-related Sales experience, either to end user or business-to-business
  • Farming Background a MUST
  • Knowledge of crops, different types of insurances, possibly Precision Ag programs preferred
  • Strong Computer Skills
  • Proficiency with Social Media a MUST
  • Good Communicator, especially with regard to working closely with Ag growers
  • People Person / Team Player with ability to work well independently
  • Honest with Highest Integrity
  • Ability to travel as necessary, possibly to Western NE and into Southern SD
  • Currently residing in or looking to relocate back to Northeastern Nebraska
40

Insurance Sales Resume Examples & Samples

  • Demonstrated experience in sales or customer service
  • Demonstrated experience working independently to plan, set priorities and organize work
  • Valid driver's license required plus an acceptable driving record
41

Insurance Sales Specialist Resume Examples & Samples

  • Maintain an appropriate study schedule and discipline to prepare, pass, and obtain the NV Property & Casualty insurance license within training time-line, if not licensed at start date. Ameriprise pays for the course and provides house training to obtain this license. The company also provides ongoing support to maintain your license by offering free on-line Continuing Education
  • Develop high quality customer rapport with Clients via inbound calls (no cold calling) and conduct needs analysis to generate insurance quotes that properly insure Client's property/properties
  • Address concerns and consult with Clients on the benefits of Ameriprise Insurance products to close the sale, meet monthly sales targets and earn incentives
  • Successful Specialists are able to meet or exceed sales targets, execute high quality service calls with Clients, understand and meet multiple performance metrics, and abide to insurance industry regulations. All items are factored to meet monthly incentives
42

Work From Home Insurance Sales Consultant Resume Examples & Samples

  • Calling customers to promote our specialist insurance products such as life and income protection, travel insurance and bill cover
  • Paid induction training from 15 May to 26 May at our Wellington Head Office between 10am and 6pm. Transport and accommodation costs covered for out of towners
  • Connection to your Work from Home team and the wider Cigna team through our remote working technology
  • Part-time shifts are 5:30 pm to 8:30 pm and full-time shifts are 12.30 pm to 8.30 pm Monday to Friday
43

Senior Insurance Sales Executive Resume Examples & Samples

  • License required - Property and Casualty License and/or Health and Life
  • Minimum of 5-7 years of experience in Property and Casualty insurance sales and/or Employee Benefits required
  • Must have excellent written and verbal communication skills
44

Medicare Advantage Insurance Sales Resume Examples & Samples

  • Represents client at community/company-sponsored events
  • Facilitates onsite enrollments at events and assists at sales meetings
  • Maintains knowledge of provider network, product portfolio, and associated eligibility guidelines for various election periods
  • Develops good working relationships with internal constituents
  • 40 hours per week. Some Saturdays required
  • Requires a high school diploma; related sales experience; or any combination of education and experience, which would provide an equivalent background
  • Must be flexible to work days, evenings, weekends and some holidays
  • Medicare or Insurance Experience
  • Current Life and Disability agent license required
45

Regional VP Insurance Sales Resume Examples & Samples

  • Retail Management Leadership
  • Sales Training & Development
  • Product and Marketing
  • Retail Sales Intelligence
  • Professional Services
  • Retail and Key accounts
  • Customer Experience
  • Distributors and advisors
  • Leadership, coaching and people development
  • Recruit, develop and retain a best in class wholesaling team
  • Proactively manage talent to ensure a best in class wholesaling team
  • Partner with the inside sales manager in order to provide clear direction and expectations for the team
  • Regular coaching meetings and joint field work with team members
  • Multi-channel distributor relationship management
  • Communicate and influence senior management
  • Where appropriate, represent the region and regional differences to Head Office
  • Develop and communicate plans to meet corporate objectives
  • Manage and provide direction on the HR processes (merit review, bonus cycle, compensation, performance management)
  • Foster an environment where best practices are shared and put into action
  • Territory management and measurement through partnership with wholesalers
  • Territory plan meets set criteria and aligns for business targets being achieved
  • Regular and ongoing territory composition reviews
  • Plans are dynamic and revised appropriately while executing to target
  • Drive a focus on wholesaler effectiveness
  • Maximization of advisor coverage
  • Proactive identification of opportunities through analytics and observation
  • Compensation plans for wholesalers are maximized through exceeding target
  • Data integrity is consistent and of high quality – Sales Force excellence for all team members
  • Productivity and service standards are met/exceeded
  • Collaboration and Manulife Branding
  • Highly engaged participant in IWLT (Insurance Wholesaler Leadership Team) meetings and network
  • Proactive solution design and thought leadership with IWLT
  • Embrace and embody the Manulife culture of professionalism and pride in what you do
  • Responsibility for corporate objectives and follow through on commitments made at the management committee level
  • Implement corporate business strategy initiatives at the regional level in a way that maximizes effectiveness
  • Adapt to and manage change on a regular and frequent basis
  • Communicate effectively to ensure that each corporate initiative is understood by the sales team
  • Leverage technology and data to manage the business and set direction
  • Post-secondary education, preferably in business
  • 8 to 10 years of experience in the financial services industry with a deep knowledge of Individual Insurance products and sales strategies
  • CFP, CLU, CHFC, CHS designations
  • Excellent understanding of Manulife insurance and living benefit products, concepts, administration, systems & value proposition
  • Extensive knowledge of the financial services industry and distribution in Canada
  • In-depth understanding of the competitive environment and its impact on participants
  • 5+ years of experience in people management and leadership
  • Proven budget and business planning experience
  • Understanding of other financial products including investments, banking solutions, group pension, and group benefit products
  • Demonstrated leadership and people management skills with the ability to motivate and energize a team towards common goals
  • Demonstrated selling skills with a thorough understanding of all aspects of the sales process
  • Excellent communication, written and presentation skills with the ability to communicate effectively with senior management and top sales people
  • Networking, negotiation and influencing skills
  • Creative thinking
  • Ability to think strategically, participate in and develop new sales ideas
  • Ability to build and maintain relationships with senior management across functions and divisions
  • Demonstrated ability to be flexible and exercise judgment in a changing environment
  • Excellent project and business planning skills with ability to apply planning and tracking methodology
46

Insurance Sales District Leader Resume Examples & Samples

  • Prior management or leadership experience in the area(s) of accountability
  • Understanding of managing independent contractor relationships
  • Solid knowledge and understanding of profit and growth measures
  • Extensive knowledge and understanding of how to run a successful business
  • Demonstrated experience successfully coaching individuals to performance targets
  • Extensive knowledge and understanding of sales processes and solution selling
  • Extensive knowledge and understanding of financial concepts and principles
  • Solid knowledge and understanding of insurance products
47

Group Insurance Sales Specialist Resume Examples & Samples

  • Create and develop sales strategies to identify and pursue referrals and self-generated leads to successfully offer group insurance products and thus meet sales targets
  • To participate in corporate marketing events and targeted marketing bid to group associations, professional gathering centers, and other potential marketing sites
  • Generate leads from referrals and local-tactical research and prospecting
  • Work on assigned (self or company-generated) leads in a timely manner
  • Develop business relationships to achieve client satisfaction and ensure business growth
  • Effectively manage internal customers to ensure leverage on hitting task related timelines
  • Ensure corporate clients accurately understand the product choices, service contracts and process available to them by conducting benefits orientation
  • Track and do follow ups on all marketing and sales activities, as well as update and maintain sales prospects daily, weekly and monthly results in sales tool and tracker
  • Candidate must have a Bachelor’s/College Degree or equivalent
  • Has sales back ground preferably in the insurance industry
  • Has vast list of network of corporate clients
  • Preferably familiar in insurance brokerage processes
  • Excellent communication, presentation and organizational skills
  • Self-starter
  • Phenomenal follow up skills
  • Excellent Time Management Skills
  • Expert in Microsoft Applications (Word, Excel, Powerpoint, Outlook)
  • Strong work ethic in terms of hitting deadlines
  • Highly reliable even during tight deadlines and monthly sales cutoff
48

Insurance Sales Specialist Resume Examples & Samples

  • The ability to work independently to plan, set priorities and organize work
  • Active involvement in the local community
  • Sales and customer service experiences
  • Experience with software applications, Microsoft Office Suite, Internet Explorer, etc
  • Experience using a wide range of technology devices such as smartphones, tablets and laptop computers
  • Experience with social media platforms like Facebook, Twitter, Pinterest, Google+, LinkedIn, etc
  • Required by state statutes to have proper insurance licensing to sell, solicit or negotiate insurance products. The following lines of authority are required for this position: Property; Casualty and Life; (Health is optional)
  • A valid driver's license
49

Insurance Sales Trainer Resume Examples & Samples

  • Property and Casualty license required
  • Three (3) to five (5) years of experience in the insurance industry
  • Previous training experience preferred
  • Excellent presentation skills; ability to present to a large and diverse audience, as well as to a small group
  • Ability to set goals and meet deadlines
  • Creative thinker, self motivated, and results oriented
  • Familiar with adult learning theories and able to implement those principles in the delivery of training classes
  • Excellent facilitation, questioning, and feedback/coaching skills
  • Knowledge and ability to use typical office equipment (PC, calculator, fax machine, etc.)
50

Insurance Sales Consultant Resume Examples & Samples

  • Proven sales record with strong objections handling skills
  • Self motivated and pro-active to achieve daily targets
  • Strong team player
  • Reliable and Dependable
51

Insurance Sales / Retention Specialist Resume Examples & Samples

  • Shows and creates a positive, professional and courteous attitude to members, co-workers and the public through all types of communication tools
  • Provides comprehensive and detailed insurance information that is timely and accurate to all internal and external clients. Maintains proper documentation in compliance with existing regulatory standards. This applies to all policy transactions
  • Maintains current with all agency and carrier compliance. Exercises discretion and initiative in procedures and acts in accordance with established practices
  • Sells and services existing policies including new sales, renewal retention, changes, claims, cancellations, reinstatements and policy processing. Interacts with insurance companies, in a timely and effective manner, assuring resolution of client issues
  • Maintains a minimum of 4 plus hours per day to take incoming calls. Provides coverage and support for calls outside of local region
  • Suggests AAA products and referral sales to all business lines
  • Utilizes automation capability to perform all functions. Keeps informed of changes and developments that occur with agency systems and applications
  • Protects the confidentiality of department records, files, correspondence and all matters in which this position is involved
  • Performs other related duties, training and projects as assigned
  • Courteous and effective communication skills
  • Ability to work closely with other staff members
  • Able to set priorities and schedule daily duties
  • Basic knowledge of personal computers and Microsoft Office
  • Able to make own decisions with clear judgment
  • Able to problem solve
  • Able to follow directions and complete duties with speed and accuracy
  • Able to provide suggestions and implement changes that enhance operations
  • A minimum of 2-5 years of experience quoting, selling and servicing personal insurance products
  • A minimum of two years in customer service
  • Property & Casualty Agent license preferred
52

Group Individual Disability Insurance Sales Specialist Resume Examples & Samples

  • Requires bachelor's degree or equivalent, plus 4+ years related experience (financial services, insurance, wholesaling, and/or experience with disability sales concepts preferred)
  • Must have high drive to succeed, demonstrate initiative and a broad knowledge of disability sales concepts, and the need in personal and business markets as well as regulations governing disability insurance sales
  • Excellent oral and written communication and leadership skills are needed
  • Ability to train and motivate producers to sell disability insurance is required
  • State insurance license is required
  • Travel is required
  • This position requires successful completion of a motor vehicle driving record check
  • Non-solicitation agreement required upon hire
53

Card Insurance Sales Supervisor Resume Examples & Samples

  • Have minimum 2 years working experience, preferably in Insurance industry
  • Have minimum 1 year supervisory experience with good track record
  • Good in communication and coaching
  • Good in Excel
54

Insurance Sales Specialist Resume Examples & Samples

  • Qualified candidates will be contacted via email to take part in an on-line skills assessment as the first step in the recruiting process Please include your email address with your application and check it regularly for the assessment
  • Property & Casualty License (Not required at hire date, but will need to acquire within 30 days from start date. Ameriprise pays for training and your first attempt at attaining)
  • Previous sales experience a plus
55

Insurance Sales Repesentative Resume Examples & Samples

  • Possess a valid driver’s license and a good DMV record
  • Provide proof of automobile liability insurance at time of hire
  • Successfully complete the company provided training
  • Source, develop leads, prospect and continually network
  • Possess competitive sales drive to meet and exceed monthly goals
  • Be an effective communicator both orally and in writing
  • Have computer experience and good organizational skills
  • Provide excellent customer service and maintain retention
  • Be self-motivated and fully committed to building a profitable business
56

Director, Insurance Sales Support Resume Examples & Samples

  • Day to day leadership of the inside sales team
  • Hire, develop and mentor members of the inside sales team
  • Implement activity targets and ensure that service measures are achieved
  • Develop additional sales support capability & functionality within the team to drive sales growth
  • Review and update processes, procedures and tools with the goal of being more effective and offering enhanced services to increase insurance sales
  • Identify and implement opportunities to increase the visibility of the team
  • In partnership with the AVP, Insurance Distribution, develop annual business plans for the Insurance Distribution (CSF Channel) team
  • University degree or equivalent business experience
  • 5+ years of financial services industry experience
  • Experience leading a team
  • Experience working as part of a sales support team
57

Insurance Sales Trainer Resume Examples & Samples

  • Educating newly appointed agents in both technical skills and product knowledge primarily in classroom settings. Delivering education to new and incumbent agency staff
  • Develop, establish and conduct virtual classes via web conference tools. Learn the unique skills necessary to effectively deliver education via this venue. Develop presentations for classroom and web conferences using adult learning methods
  • Effectively manage travel and other expenses, completing all monthly reports on time. Check voice mail every day, checking and responding to e-mail in a timely manner and other administrative duties
  • Must have or obtain a Property & Casualty license within 12 months of being appointed to the position
  • Intermediate - Must be articulate and utilize proper grammar in daily conversation and development of written materials. Convey pride in work. Maintain professional appearance
  • Advanced - Ability to assimilate new information quickly
  • Flexible when priorities and projects suddenly change. Initiative to persevere in pursuit of critical information and in seeing projects through to completion
  • Use of personal vehicle and good driving record required
  • Computer Proficiency: Intermediate PowerPoint. Intermediate to Advanced Outlook. Basic Excel skills. Intermediate Word skills. Basic Access skills desired
58

Insurance Sales Supervisor Resume Examples & Samples

  • Supervise the daily operation of the Sales Department in the Insurance Service Center
  • Assist the Sales Manager in handling all aspects of the Sales Department by working with the Manager to hire, motivate and direct sales associates
  • Maintain the production of insurance sales while helping to foster a team environment and a high level of member satisfaction
  • Work with the Sales Manager to implement strategies to achieve organizational goals and objectives
  • Ability to supervise associates, and an in-depth knowledge of all organization objectives, philosophies, and state requirements/regulations normally acquired through the completion of an Associates degree in Business or related field
  • Possession of an insurance license (property/casualty) and three years of experience working in the insurance sales field
  • Thorough knowledge of sales techniques with direct response experience
  • Excellent project management and training skills