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Integrity · 3 days ago

Agent Sales Advisor I

Harrisburg, PA

Full-time

Onsite

Entry Level

1+ years exp

Ritter Insurance Marketing, an Integrity company, is an independent marketing organization supporting independent insurance agents in the senior health and life insurance market. The Agent Sales Advisor is responsible for initiating and developing relationships with agents while providing superior service and support to those not currently working with Ritter.

AdvertisingDigital MarketingInsuranceMarketing

Responsibilities

Initiate, build and maintain relationships with assigned agents

Target agent recruitment meetings

Attend sales events, trade shows and road shows to initiate relationships

Act as agent’s primary Ritter contact

Assist agent with all enrollment questions and sales needs

Reach annual/quarterly benchmark for new agent contracts and production within assigned territory

Establish methods and procedures for obtaining specific goals and objectives

Working from detailed and general instructions

Ability to establish priorities, work independently, and proceed with objectives to meet individual and team goals

Maintain current status on all sales leads as received

Able to move lead through Ritter Sales Flow process

Update leads through conversion

Convert agent leads from direct mail, digital content, inbound call, and agent referrals to active contracted agent

Must have a working knowledge of the Ritter Platform

Overview Ritter tools, services and the Ritter Philosophy

Provide contracting instruction

Assist with agent registration

Must have knowledge of all products in assigned territory

Identify product strength/weaknesses through use of Sales Department resources

Ability to identify agent contracting needs

Ability to offer alternative contract options when needed

Act as back-up to other Agent Advisors on sales leads, calls, and emails as needed

Cross-Team workflow coordination to resolve agent issues requiring additional back end operational agent support

Additional projects and responsibilities as assigned by supervisor

Qualification

Insurance knowledgeSales skillsCustomer service skillsCommunication skillsComputer skillsSoft sales skills

Required

High School Diploma or equivalent

Basic understanding of insurance and agent relationship

Knowledge of Sales, Marketing, Contracting, and New Business operations and procedures

Some experience necessary. If no experience general path is one year as an Agent Sales Assistant Team Support Coordinator

Good communication skills, especially over the phone

Good computer and typing skills

Good customer service skills

Soft sales skills

Ability to operate related computer applications and other business equipment including email, copy machine, scanner, fax machine, and telephone

Travel required

Benefits

Medical/Dental/Vision Insurance

401(k) Retirement Plan

Paid Holidays

PTO

Community Service PTO

FSA/HSA

Life Insurance

Short-Term and Long-Term Disability

Company

Integrity

Integrity is a leader in providing holistic life, health and wealth planning and solutions designed to help Americans prepare for the good days ahead.

Founded in 2006

Dallas, Texas, USA

5001-10000 employees