Broker Managers are responsible for communicating the benefits of ShelterPoint’s products in order to drive sales and achieve target goals. Sales reps serve as the point of contact for prospective clients and have a range of responsibilities including identifying and educating prospective customers while supporting existing clients with information and assistance that relates to products and services.
Source new sales opportunities through outbound cold-calling, in-bound leads, WebEx’s and emails
Make a minimum of 30 new contacts daily
· Meet or exceed personal sales goals within the Inside Sales Division
· Update brokers on products and company developments
· Collaborate with the Regional Sales Directors in given territories, if warranted
Log daily calls through Salesforce and create follow-up calls as necessary
Add and maintain our broker contact list: new producers, e-mail addresses or other changes or additions to our Salesforce platform
Work closely with designated Sales Support Specialist and create a team structure to achieve goals
· Identify any customer concerns or problems and discuss with the appropriate department manager(s) in the home office
· Provide all necessary information to underwriting for all quotes
· Follow up on all quotes released
· Ensure flawless new business submissions to underwriting for expedited approvals
· Ensure all broker licensing is accurate and current prior to submitting new business
· Follow necessary Sales procedures for business retention
· Strong phone presence and experience in dialing dozens of calls per day
· Excellent understanding of insurance products and market
· Experience working with Salesforce.com or similar CRM
· Excellent verbal and written communication skills
· Strong listening and presentation skills
· Ability to multi-task, prioritize and manage time effectively
· Highly motivated and ability to effectively communicate with brokers and employers
· Understands business challenges
Goal-oriented
Bachelors’ Degree.
· 2+ years of proven experience in a sales role
· Life and Health License required
#LI-SB1
What We Do
Protective Life Corporation (Protective) provides financial services through the production, distribution and administration of insurance and investment products throughout the United States. Protective traces its roots to its flagship company founded in 1907, Protective Life Insurance Company. Throughout its more than 110-year history, Protective’s growth and success can be largely attributed to its ongoing commitment to serving people and doing the right thing — for its employees, distributors and, most importantly, its customers. Protective’s home office is located in Birmingham, Alabama, and its 3,000+ employees work across the United States. As of June 30, 2020, Protective had assets of approximately $123 billion. Protective Life Corporation is a wholly owned subsidiary of Dai-ichi Life Holdings,
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