Sr Personal Insurance Sales Representative - Dallas/Fort Worth, TX
About the role
We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future. The Personal Insurance Sales Rep must embody a culture of high performance in sales, driven by a mindset of excellence. They will rigorously adhere to a structured sales process, consistently executing Sales Excellence Principles. Collaborating with both existing and potential independent agencies, they will cultivate profitable relationships while serving as a trusted advisor. Responsible for crafting and implementing a robust agency management and territory sales plan, the Rep will strive to surpass production and profit targets within their assigned territory. This role requires in-person engagements with travel required across the territory, supplemented by virtual visits tailored to agency partners’ geographic locations. This role covers the Dallas - Fort Worth, and North Texas market. The candidate must reside within the Dallas - Fort Worth, Texas area. This role will have a hybrid work arrangement, with the expectation of coming into an office as business needs arise.
Responsibilities
- 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.
- Optimizes time allocation with a focus on agency engagement dedicating 60% to drive desired outcomes, while efficiently managing 25% on territory oversight and