Bilingual Direct Sales Representative (Licensed)

In this position, you'll have appropriate property and casualty insurance licenses to sell, quote, and bind coverage for prospects.

Responsibilities

• Sells available insurance products to new or existing clients via various customer contact channels.
• Estimates and quotes policy premiums complying with underwriting guidelines.
• Makes appropriate recommendations on policy coverages and options, closes sales, and processes applications accurately.
• Gathers all necessary information to assess if prospective customers meet underwriting guidelines; contacts appropriate division for underwriting guidance when needed.
• Meets sales and sales quality goals.
• Gains and demonstrates knowledge of the company's competitive advantage by comparing competitor products and services.
• Develops knowledge and skills to qualify and follow up with sales leads.
• Identifies clients' needs and cultivates effective sales relationships.
• Learns to convert incoming leads into qualified customer engagements.

Requirements

• Must pass bilingual assessments in reading, understanding, writing, and conversing fluently in both Spanish and English.
• Attention to detail to provide accurate quotes to clients.
• Ability to multi-task on multiple computer systems/screens during a quote.
• Ability to clearly explain insurance concepts and coverages to clients.
• Previous sales experience.

Qualifications

• Required to have state licensing for property and casualty producer licenses.
• Property and casualty producer licenses for all operating and/or service states must be obtained within 90 days of hire.
• Resident Life license within 30 days of hire, Non-resident Life license within 90 days of hire, or CLU, ChFC, or CFP designation must be obtained within a specific timeframe, as defined by manager.
• Must complete required continuing education credits to maintain state property and casualty producer and/or Life licenses.
• Must maintain property and casualty producer and/or Life licenses for all operating and/or service states.

Schedule

• Primarily home-based role: 80% of time (4+ days per week) working from home, proximate to one of our office locations (within approximately 35-50 miles).
• Occasional travel to an office location for in-person engagement activities such as team meetings, trainings, and culture events.
• Travel requirements: Up to 10%.

Pay

• Starting base pay: $25/hour.
• Uncapped monthly and quarterly bonus plans in addition to base pay.

Benefits

• Comprehensive medical, dental, vision, and wellbeing benefits.
• Competitive 401(k) contribution and pension plan.
• Annual incentive.
• 9 paid holidays and a paid time off program (23 days accrued annually for full-time employees).
• Student loan repayment program.
• Paid-family leave.

All employees participate in New Employee Orientation during their first week, held in person at our Madison, WI Headquarters or one of our AmFam core locations. Sessions may occasionally be delivered virtually based on scheduling and availability.