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Sales Agent - Fort Myers

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WTW

4d ago

  • Job
    Full-time
    Junior Level
  • Customer Relations
    Sales & Business Development
  • Fort Myers

AI generated summary

  • You should have strong communication skills, motivation for sales, a valid insurance license, and preferably one year of sales and call center experience.
  • You will contact and qualify customers, explain policy benefits, quote premiums, maintain product knowledge, ensure compliance, perform data entry, follow sales scripts, and participate in ongoing training.

Requirements

  • • Exceptional communication and people skills
  • • Drive and motivation to maintain and increase production levels
  • • An active applicable resident insurance license or the ability to obtain one
  • • Valid applicable resident insurance license
  • • Accountable for maintaining good standing with state department(s) of insurance and any other applicable regulatory agencies
  • • One year of sales experience preferred
  • • One year of call center experience preferred

Responsibilities

  • Contacts and qualifies prospective customers and explains features and merits of policies offered, recommending amount and type of coverage based on analysis of prospect's circumstances
  • Communicates professionally with customers to explain policies, show value of brand(s) represented, follow-up as necessary to sell appropriate plans or policies
  • Calculates and/or quotes premium rates for recommended policies
  • Develops and maintains thorough product knowledge
  • Demonstrates a high degree of integrity and follows compliance/quality assurance requirements
  • Utilizes client and/or company-provided computer systems to perform accurate and timely data entry and submit applications
  • Follows scripts and designated sales processes to complete sales in a compliant and effective manner
  • Participates in training and coaching on an ongoing basis to maintain and improve performance
  • Other duties may be assigned

FAQs

What is the salary range for the Sales Agent position?

The typical first-year Sales Agents earn between $50,000 to $70,000 per year, including uncapped monthly bonuses.

Is there training provided for new employees?

Yes, there is paid training provided for all new employees.

What are the working hours for this position?

This is a full-time position with typical hours being Monday through Friday from 8am to 9pm, although they may extend to Monday through Sunday from 7am to 12am during open enrollment and high-volume periods.

Are there any sales quotas or cold calling involved?

No, there is no cold calling involved, and sales quotas are not specified in the job description.

What kind of benefits are offered to employees?

Employees receive full benefits, including paid time off and holidays.

What qualifications are needed to apply for this position?

Applicants should have exceptional communication skills, motivation to maintain production levels, and either an active applicable resident insurance license or the ability to obtain one.

Is call center experience required for the position?

While one year of call center experience is preferred, it is not necessarily a requirement.

Will the Sales Agent be responsible for supervising others?

No, this position has no supervisory responsibilities.

What software or systems will the Sales Agent use?

The Sales Agent will utilize client and/or company-provided computer systems for accurate and timely data entry and application submissions.

How does Tranzact ensure compliance in sales processes?

Sales Agents will follow scripts and designated sales processes to complete sales in a compliant and effective manner while demonstrating a high degree of integrity.

We transform tomorrows

Finance
Industry
10,001+
Employees
2016
Founded Year

Mission & Purpose

At WTW (NASDAQ: WTW), we provide data-driven, insight-led solutions in the areas of people, risk and capital. Leveraging the global view and local expertise of our colleagues serving 140 countries and markets, we help you sharpen your strategy, enhance organizational resilience, motivate your workforce and maximize performance.