External Sales, Insurance

Position Summary:  External Sales are responsible for recruiting, developing, and maintaining relationships with insurance agents and financial advisors. Duties may include identifying prospective customers, following up on potential sales leads, and maintaining relationships with existing customers. External Sales Representatives will also recommend marketing strategies designed for a target market.

Duties and Responsibilities:

• Promotes and sells products and services to hit and surpass profitability goals through suggestive sales techniques.

• Maintains expert knowledge of carrier/product portfolio

• Participate in and lead training seminars in-person or online.

• Maintain detailed notes in AMS/CRM with prospects/customers

• Maintain call list as assigned

• Sets appointments with customers

• Reviews and resolves complaints professionally and expeditiously.

• Recruit new reps by using high-level insight skills

• Assist current Reps in building their practice by Training/mentoring on the following:

  • Sales ideas

  • Cross-selling

Education and Experience:

• Bachelor’s degree

• 2+ years of experience in insurance, wealth management, or financial services

• Life Insurance License

Competencies:

• Excellent verbal and written communication skills

• Ability to multi-task with attention to detail ensuring speed and accuracy

• Ability to work independently and within a team environment

• Proven computer skills including working knowledge of MS Outlook, Excel, PowerPoint, MS Teams, MS CE, and Word

Employment Type:

• Full-Time

• Remote

• Travel for industry/company meetings will be required. less than 10% a year.

Benefits Offered:

• Medical insurance

• 401k

• Vacation/sick time

•  3 Personal days/ 2 floating Holidays

•  paid holidays

• Life insurance

• Dental Insurance

• Vision insurance

• Industry Specific Education Reimbursement

• Summer hours

Disclosure required under applicable state or municipality regulations: The expected salary range for this position is $48,000-$50,000 and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits, and eligible bonuses, equity and commissions for some positions.

#SPG

Department Sales

Required Experience: 2-5 years of relevant experienceRequired Travel: No Travel Required

Required Education: Bachelor's degree (4-year degree)

HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. The EEO is the Law poster and its supplement is available here at http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm .

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