Sales Consultant- Dallas Ft. Worth, Texas
Warner Pacific Insurance Services · Texas, United States · 1 mo ago
Business Development$71k–$95k/yrFull-time
We need to output HTML fragment with sections: About the role? The posting includes description. We need to decide sections: maybe About the role (intro paragraph), Responsibilities (list), Requirements (list), Skills (list), Benefits? Not present. Pay: salary range present, so we can include Pay section. Schedule: mention "Ability to perform the majority of required work at the designated Warner Pacific office, 8 a.m. until 5 p.m., Monday through Friday, with flexibility to travel as needed." That's schedule info. So include Schedule section.
We must not repeat job title as heading. No Job ID. Remove boilerplate like EEO, etc. Also remove duplicated lines.
We need to preserve all substantive info. Let's extract content.
Intro paragraph: "Sales Consultant Warner Pacific Dallas/Ft. Worth- Texas Warner Pacific Insurance Services is a full-service general agency that provides insurance agents with sales assistance, innovative technology and back-office support — the tools you need to grow your business in a rapidly changing marketplace. With strong leadership and a focus on building and deepening our relationships, we have become a top-producing general agency for many of the nation’s largest insurance carriers."
Then description of role: "The Sales Consultant is responsible for achieving sales goals by attaining new group submission contracts, developing broker growth plans, and / or new member acquisitions using effective sales techniques to engage and support brokers and/or members. Under minimal supervision, the Executive Sales Consultant’s primary duties may include, but are not limited to: ..."
But we have many repeated duties. We'll consolidate responsibilities into a list.
Let's extract responsibilities list:
- Maintain frequent and effective contact with brokers and build active selling relationships to increase sales of all product lines.
- Prospect inactive brokers to find new sales opportunities.
- Provide product and technology training for brokers and brokerage staff.
- Make outbound sales calls and follow-up calls to active and potential brokers.
- Conduct training seminars/webinars describing the tools and opportunities available to them through Warner Pacific.
- Develops and implements sales strategies, and utilizes selling techniques to acquire new medical and specialty business through agents/brokers
- Conducts agency training and assists agents in the development of marketing plans and lead acquisition including, but not limited to agent websites, quoting and e-mail marketing.
- Prospect new or inactive brokers to find new sale opportunities.
- Participate in a variety of industry events and conferences to generate new agency leads and develop new business opportunities.
- Make outbound sales calls and follow-up calls to active brokers and high potential brokers.
- Handle inbound sales calls and product support inquiries written and verbal from brokers.
- Demonstrate a solid understanding of our carrier partner’s underwriting appetites, services and products.
- Knowledgeable of current industry trends.
- Maintain insurance license.
- Meet or achieve sales goals from new group submissions.
- Broker outreach to potential and active brokers to increase sales volume and provide carrier/plan consultative services to brokers and / or members to assist with new purchasing decisions.
- Participate in marketing events and exhibits, present Warner Pacific’s Value Add Proposition to actively recruit new brokers.
- Coordinate, communicate and educate with team members to ensure broker messaging and communication is consistent.
- Document leads and communication in Sales Force
- Make note of potential workflow enhancements and communicate to supervisor for consideration.
- Work with supervisor and marketing to develop appropriate marketing materials.
- Conduct all business activities with a sales acumen and a goal of providing only the soundest purchasing recommendations to brokers and / or members.
- Demonstrate consistent, outstanding judgment, honesty and integrity in all aspects of job performance.
- Ability to identify and maintain the most efficient process to reach required outcome.
- Provide back up in other areas within the department/company as needed/requested.
- Other activities as assigned.
We need to deduplicate similar items: "Maintain frequent and effective contact with brokers..." appears multiple times. Keep one.
"Prospect inactive brokers..." and "Prospect new or inactive brokers..." similar; keep one.
"Make outbound sales calls and follow-up calls..." appears multiple times; keep one.
"Provide product and technology training..." and "Conducts agency training..." similar but distinct; keep both.
"Conduct training seminars/webinars..." separate.
"Develops and implements sales strategies..." keep.
"Handle inbound sales calls..." keep.
"Demonstrate a solid understanding..." keep.
"Knowledgeable of current industry trends." keep.
"Maintain insurance license." keep.
"Meet or achieve sales goals from new group submissions." keep.
"Broker outreach to potential and active brokers..." keep.
"Participate in marketing events and exhibits..." keep.
"Coordinate, communicate and educate with team members..." keep.
"Document leads and communication in Sales Force" keep.
"Make note of potential workflow enhancements and communicate to supervisor for consideration." keep.
"Work with supervisor and marketing to develop appropriate marketing materials." keep.
"Conduct all business activities with a sales acumen..." keep.
"Demonstrate consistent, outstanding judgment, honesty and integrity..." keep.
"Ability to identify and maintain the most efficient process to reach required outcome." keep.
"Provide back up in other areas within the department/company as needed/requested." keep.
"Other activities as assigned." keep.
Now Skills and Requirements: list.
- Minimum of a high school diploma and or advanced education or degree preferred.
- 2-4 years of Insurance Sales experience – (preferred).
- Agent / Agency contacts – (preferred)
- Valid Texas life/health insurance license. – (preferred).
- Must reside in the Dallas Ft. Worth area or reside in a surrounding area to Ft. Worth.
- Knowledge of principles and methods for showing, promoting, and selling products or services. This includes marketing strategy and tactics, product demonstration, sales techniques.
- Knowledge of principles and processes for providing customer service. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
- Ability to self-start and think/act independently and in concert with co-workers, management and customers.
- Exceptional interpersonal skills.
- Exceptional organizational skills.
- Exceptional written and oral communication, as well as presentation, skills.
- Demonstrated ability to maintain and foster positive, open communication channels with internal and external customers, with emphasis on sales force and carrier partners.
- Demonstrated ability to effectively negotiate.
- Demonstrated ability to think and act independently and to consider all available avenues to obtain desired results for customers.
- Demonstrated ability to remain calm in pressure situations.
- Demonstrated ability to multi-task effectively.
- Attention to detail a must.
- Ability to perform the majority of required work at the designated Warner Pacific office, 8 a.m. until 5 p.m., Monday through Friday, with flexibility to travel as needed.
- Computer literacy with proficiency in the Microsoft Office suite.
- Ability to sit for extended periods of time, lift a minimum of 5 pounds, file, stand, bend, reach and pull.
Pay: Salary Range* - $71,250 - $95,000 annually, plus bonus. Additional notes about compensation but we can include just the range and note bonus.
Schedule: Already included in requirements but we can also have separate Schedule section: "Ability to perform the majority of required work at the designated Warner Pacific office, 8 a.m. until 5 p.m., Monday through Friday, with flexibility to travel as needed."
But we should avoid duplication. The instruction: Prefer a few substantive sections over many thin ones. Could combine Schedule into Requirements? But they said use sections for Pay, Schedule, Benefits only if posting actually states them. It does state schedule info, so we can have Schedule section. However we might duplicate if we also include in Requirements. Better to keep schedule in Schedule section and not repeat in Requirements. But the requirement list includes that line; we could remove it from Requirements to avoid duplication. However we must preserve ALL substantive information; we can keep it in Schedule section and not repeat elsewhere. That's fine.
Similarly, Pay info: we can put in Pay section.
Now About the role: we can have a paragraph summarizing the company and role.
Let's craft About the role paragraph: Combine first two sentences and role description.
Paragraph: "Warner Pacific Insurance Services is a full-service general agency that provides insurance agents with sales assistance, innovative technology and back-office support — the tools you need to grow your business in a rapidly changing marketplace. With strong leadership and a focus on building and deepening our relationships, we have become a top-producing general agency for many of the nation’s largest insurance carriers. The Sales Consultant is responsible for achieving sales goals by attaining new group submission contracts, developing broker growth plans, and/or new member acquisitions using effective sales techniques to engage and support brokers and/or members. Under minimal supervision, the Executive Sales Consultant’s primary duties include maintaining frequent and effective contact with brokers, prospecting for new opportunities, providing product and technology training, conducting training seminars/webinars, developing and implementing sales strategies, assisting with marketing plans and lead acquisition, participating in industry events, handling inbound and outbound sales calls, demonstrating knowledge of carrier underwriting and industry trends, maintaining insurance license, meeting sales goals, conducting broker outreach, coordinating with team members, documenting leads in Salesforce, identifying workflow enhancements, developing marketing materials, conducting business with sales acumen, demonstrating judgment and integrity, identifying efficient processes, providing backup as needed, and performing other assigned activities."
That's a lot but okay.
Now Responsibilities section: we can list bullet points as
- . We need to ensure we don't repeat the same content as About the role. But it's okay if some overlap; but we should avoid duplication. However the instruction: Preserve ALL substantive information; do NOT invent or summarize away detail. So we need to keep details; we can have both About the role (summary) and Responsibilities (detailed list). That's fine. Now Requirements section: list of qualifications (education, experience, license, residency, knowledge, skills). Exclude schedule line. Now Skills section: maybe combine with Requirements? They said use section headings like Skills, Requirements, Qualifications. Could combine Requirements and Skills into one? But better to separate: Requirements for education/experience/license/residency; Skills for abilities and competencies. Let's extract Requirements (hard qualifications): - Minimum of a high school diploma and or advanced education or degree preferred. - 2-4 years of Insurance Sales experience – (preferred). - Agent / Agency contacts – (preferred) - Valid Texas life/health insurance license. – (preferred). - Must reside in the Dallas Ft. Worth area or reside in a surrounding area to Ft. Worth. Now Skills (abilities): - Knowledge of principles and methods for showing, promoting, and selling products or services. This includes marketing strategy and tactics, product demonstration, sales techniques. - Knowledge of principles and processes for providing customer service. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction. - Ability to self-start and think/act independently and in concert with co-workers, management and customers. - Exceptional interpersonal skills. - Exceptional organizational skills. - Exceptional written and oral communication, as well as presentation, skills. - Demonstrated ability to maintain and foster positive, open communication channels with internal and external customers, with emphasis on sales force and carrier partners. - Demonstrated ability to effectively negotiate. - Demonstrated ability to think and act independently and to consider all available avenues to obtain desired results for customers. - Demonstrated ability to remain calm in pressure situations. - Demonstrated ability to multi-task effectively. - Attention to detail a must. - Computer literacy with proficiency in the Microsoft Office suite. - Ability to sit for extended periods of time, lift a minimum of 5 pounds, file, stand, bend, reach and pull. Now Pay section: Salary Range* - $71,250 - $95,000 annually, plus bonus. Also note that actual compensation may vary etc. We can include the note but it's boilerplate? It's part of compensation description; we can keep concise: "Salary range: $71,250 – $95,000 annually, plus bonus." Might also include note about variability but that's generic; maybe we can keep short. Schedule section: "Ability to perform the majority of required work at the designated Warner Pacific