Allstate · 1 month ago
Direct Sales Agent Specialist ( 1984)
National General is part of The Allstate Corporation, offering a range of insurance products. The Direct Sales Agent Specialist is responsible for driving new business sales, building rapport with customers, and retaining a book of business through community engagement and cross-selling insurance products.
BankingFinanceFinancial ServicesInsuranceInsurTechVenture Capital
Responsibilities
Driving new business sales
Understanding customers’ needs to build rapport and trust
Driving sales and building and retaining their book of business within the market / retail location
Attracting and generating new customers
Cross-selling existing customers
Selling to walk-in customers
Marketing products outside of the office via marketing calls and in-person visits
Creating community relationships to promote continued growth
Assisting customers in the office
Successfully closes sales of insurance and ancillary products
Meets and exceeds sales goals through new product sales, cross sell / retention of customers
Leverages community contacts (natural market) to continually build a sales pipeline
Initiate outbound calling to established target customer base for Product offerings
Monitors key competitors in the local market area and makes suggestions on initiatives that could improve the company’s position in the marketplace
Works with Direct Sales Leadership to plan, implement, and manage marketing and sales processes to achieve production and growth goals
Delivers optimal results within appropriate metrics
Understands, promotes, and remains current on company underwriting guidelines, announcements, and memos related to changes in company policies and procedures
Receives customer payments, issues receipt and verifies reports of receipts for cash drawers
Qualification
Required
0 – 2 years of experience
P&C licensing (Preferred) or must attain required licensure within 90 days of joining the company
Preferred
Successfully closes sales of insurance and ancillary products
Meets and exceeds sales goals through new product sales, cross sell / retention of customers
Leverages community contacts (natural market) to continually build a sales pipeline, as well as an active physical presence in your own community to build multiple centers of influence/referral sources (car dealerships, local events, community organizations, etc.)
Initiate outbound calling to established target customer base for Product offerings
Monitors key competitors in the local market area and makes suggestions on initiatives that could improve the company's position in the marketplace
Works with Direct Sales Leadership to plan, implement, and manage marketing and sales processes to achieve production and growth goals
Delivers optimal results within appropriate metrics, including quality, quantity, timeliness, productivity, customer satisfaction and financial performance, including compliance with all rules, procedures, and standards consistent with the manager's supervision
Understands, promotes, and remains current on company underwriting guidelines, announcements, and memos related to changes in company policies and procedures
Receives customer payments, issues receipt and verifies reports of receipts for cash drawers
Benefits
Medical, Dental, Vision, Tuition Reimbursement, Pension & so much more!
20 PTO Days per year & 6 Paid Holidays!
Multi-tiered and comprehensive paid training program!
Company
Allstate
Allstate is an insurance company that offers car, home, and life insurance services. It is a sub-organization of Allstate.
Funding
Current Stage
Public CompanyTotal Funding
$500M2024-06-24Post Ipo Debt· $500M
2014-01-13Post Ipo Equity
1993-06-11IPO
Leadership Team
Recent News
2026-01-16
PR Newswire
2026-01-16
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