Sales Specialist

Job Description

Job Description

At the Lance Paulson Agency, everything we do, from the way we build relationships with clients to how we support and cheer each other on, comes back to a common goal: we work as a team at being the best at our jobs.

Core Values

• Growth Mindset
• Commitment Integrity
• Self-Discipline
• Friendly
• Perseverance

Our Core Values are the glue for our team; aligning enables us to operate at an elite level. We're proud to say that we are consistently among the top 3% agencies across the company, and we strive to be better each day.

Job Overview

We're looking for a positive, motivated candidate to join our Sales Team as a full-time Sales Specialist.

We don't just sell.

We are masters at learning and adapting with the market. Each Sales Team member is inventive and creative in how to best serve our clients. Selling is important, but that doesn't come without building relationships, educating and adding value, and ensuring our clients are appropriately protected.

This is more than a sales job, this is an opportunity to build a career, grow your impact, and win as a team. If this sounds like a good fit, we can’t wait to meet you!

Primary Job Activities

The primary objective of the Sales specialist is to sell auto, home, commercial, and life insurance within our marketing area. Here are a few of the core activities for this role.

Sales- Related

• Make up to 30 proactive outbound calls per day, and receive inbound calls, to quote and bind auto, home, commercial, and life insurance
• Meet and follow up with new client prospects
• Listen to client needs and educate about options
• Present insurance package recommendations
• Follow up with clients to complete post-sale process
• Build relationships with referral partners (mortgage lenders, real estate agents, small businesses, etc.)
• Maintain product knowledge for all lines of business and products written
• Cross-sell while assisting current clients

  Service Related

• Rate changes
• Claims issues & questions
• Assist with incoming phone calls
• Help with billing issues and policy transactions
• Conduct Personal Insurance Reviews
• Other items to deliver outstanding customer experience

Skills

• Maintain a positive, upbeat attitude
• Follow-up consistently and promptly
• Compelling, clear communication
• Prioritize and remain adaptable
• Work efficiently
• Transition between tasks quickly

Traits

• Coachable
• Accountable
• Energetic and Self Motivated
• Fast Learner
• Self-Directed
• Natural Relationship-builder

Education

• High school diploma
• Associate or bachelor’s degree preferred, but not required

Licensing

• Property and casualty insurance licenses within 30 days of hire date
• Life license within 45 days from original hire date
• Must be fully licensed within 45 days

Future Career Paths

Successful performance as a Sales Specialist can lead to three future career paths. Be prepared to discuss which of these paths feels like the best fit for you, and why, in the interview process.

1. Sales Team Manager

Help build a sales team and be responsible for team sales goals.

2. Sr. Sales Specialist

Grow your impact by developing deeper specialization in particular products and earn residual income.

3. Future Agency Owner

This is a great path if you know you'd like to run your own business with your own team, but currently lack the necessary experience or capital. You would seek your own agency (outside of markets our agency operates in) after a two to three-year mentorship program.

We're a Top 5 American Family Insurance team in Utah offering flexibility, growth potential, and high-performance coaching.

Company Description

We're a Top 5 American Family Insurance team in Utah offering flexibility, growth potential, and high-performance coaching.