An Insurance Sales Agent sells insurance to customers, working on behalf of an insurance company or independent insurance agent. Evaluates the insurance coverage needed by a customer and proposes insurance packages and prices. May specialize in one line of insurance such as life insurance. May provide first point of contact for customers filing insurance claims.
Responsible for the sales, profitability, growth and penetration of bank products and services within a designated territory.
RESPONSIBILITIES AND DUTIES
Promotes and sells treasury management products to existing and prospective customers. Demonstrates products and services to existing/prospective customers and assists them in selecting those best suited to their needs. Makes joint calls with lending staff. Makes in person and telephone calls to existing and prospective customers. Research sources for developing prospective customers. Supplies cash management officer with oral and written reports on customer needs, problems, interests, competitive activities, and potential for new products and services. Keeps abreast of product applications, market conditions, competitive activities, advertising and promotional trends. Participates in trade shows and conventions. Installation and training of treasury management equipment and access. Provide sales support to third party provides including merchant service, payroll services, insurance sales. Perform other duties as assigned by management. Regular and reliable attendance.
KNOWLEDGE, SKILLS, AND ABILITIES
Knowledge of treasury management products, sales, and compliance. Knowledge of management practices and principles. Knowledge of Fiserv system, Word, Excel, and cash management software. Skill in communicating and coordinating activities with management, customers, coworkers, and vendors. Communication must be timely and strong. Ability to develop a strong sales and service-based culture. Ability to research and develop new products and techniques. Ability to travel.
EDUCATION AND EXPERIENCE
High School diploma or equivalent work experience, college degree preferred. Five or more years of sales and banking experience preferred.
PHYSICAL REQUIREMENTS
NOTE:
The statements herein are intended to describe the general nature and level, or work being performed by employees assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills, required of personnel so classified. More Details More Details
