Farm & Ranch Agent
Cecil A. Ross Investment & Insurance Group · Highlands Ranch, CO · Yesterday
Business DevelopmentFull-time
Responsibilities
- Call on prospects; which are comprised of businesses and/or private individuals.
- Collect data from those with livestock interest, farm/ranch interest, hobby farms and/or farming equipment.
- Schedule appointments to meet with prospective customers and complete presentations.
- Manage lead follow-up and track all activity.
- Obtain new client data sheets which are later used for follow-up and client retention.
- Adjust sales scripts to better target the needs and interests of specific individuals or companies.
- Explain coverage options.
- Handle claims.
- Prepare applications to submit to carriers.
- Prepare and initiate renewals for clients.
- Answer telephone calls from potential customers who have been contacted.
- Develop and cultivate your own client base.
- Prepare and deliver presentations/seminars to clients and prospects.
- Comply with all industry rules and regulations.
- Build and maintain relationships with all carriers.
Qualifications
- 3 or more years of successful experience in the sales/financial services industry or a degree from an accredited university.
- Ability to acquire appropriate licensing as needed.
- Proficiency in Word, Excel, and Outlook.
- Organized, detail-oriented, able to multitask.
- Excellent written and verbal communication skills including a professional demeanor.
- Team player, collaborative, able to work with and through others.
- Desire/ability to work successfully in a company environment.
- Able to work with vendors, carriers, legal representatives, accountants, and other professionals.