Accountable for achieving or exceeding territory sales plans for new policy issuances, increasing new written premium, enhancing retention rates, and maximizing profitability.
Builds actionable Territory and Agency Sales Plans that align with our strategic initiatives and financial targets, ensuring success in a high-performance sales environment.
Leverage advanced data analytics and tools to track plan outcomes, effectively communicate insights, and implement strategic actions.
Adheres to a disciplined consultative sales process and upholds the consistent execution of Sales Principles, driving success.
Demonstrates discipline and focus on flow management to ensure adequate flow/bridging with an optimal mix of business to consistently surpass financial targets for both agency and territory.
Cultivates a comprehensive grasp of the assigned territory, identifying the precise blend and quantity of agents poised to capitalize on market opportunities, aligning seamlessly with sales representatives’ territorial financial goals.
Develop strategic sales call plans to effectively prioritize and leverage agency contacts and activities, ensuring a consistent and sustainable flow of target market business.
Conduct impactful in-person or virtual sales meetings to forge and nurture agency relationships with key stakeholders, driving growth, profitability, and client retention.

Prior field sales / territory management experience required; Personal Insurance preferred
Proven outstanding sales performance; fiercely driven, self-motivated, and possesses an unwavering determination to succeed.
Proficiency in negotiation and persuasion.
Excellent interpersonal and communications skills.
Strong organizational and time management skills.
Proven ability to cultivate and maintain relationships.
Adaptable to changing market conditions.
Analytical skills to drive results.
Ability to work well independently and adapt to changes.
Technologically savvy (e.g., Microsoft tools such as Sales Force, Teams, Word, Excel, and PowerPoint).
Ability to travel within assigned territory.

Senior Personal Insurance Sales Representative

Key skills