Schmitt-Sussman Enterprises Inc

Role Description The New Business Phone Insurance Agent plays a vital role in expanding our policyholder community by: - Building business relationships - Generating referrals - Cultivating sales opportunities - Maintaining ongoing sales efforts This role is essential for promoting our products and services and strengthening partnerships with credit unions and clients. Qualifications - Heavy phone, cold calling & customer contact experience - Proven track record in sales - Insurance sales experience and/or licensing preferred - Ability to work flexible hours - Strong communication skills, both verbal and written - Proficiency with internet and email communication - Access to a reliable internet connection from a secure location - Coachable with a willingness to learn and adapt - Strong interpersonal skills and ability to work collaboratively with others - Excellent time management, organizational, and prioritization skills - High attention to detail - Consistently maintain a positive attitude and professional demeanor - Demonstrate ethical sales practices and ensure compliance with all relevant regulations Requirements - Ability to be successful with cold calls and overcoming objections - Maintain a valid insurance sales license and fulfill continuing education requirements as needed - Answer calls in a professional manner discussing incentive programs for the credit union and The Family Security Plan - Engage with credit union members through various channels to offer insurance products and services available through credit union membership - Drive referrals through existing and new business relationships - Qualify and close prospective members and recommend appropriate solutions for their insurance needs - Call and follow up on members through the appointment process and up sell opportunities - Accurately and thoroughly complete and submit insurance applications and documentation in accordance with company guidelines - Achieve and exceed monthly sales and retention objectives - Responsible to generate additional leads and families protected through prospect management, referrals and personal case development - Assess client and member needs to provide tailored insurance solutions that protect families and add value to credit union members - Close sales efficiently, ensuring all relevant paperwork is completed accurately and submitted to the appropriate credit union - Participate in weekly and monthly sales meetings as required by the regional manager or sales leader - Follow attendance and reporting procedures as directed by the regional manager - Consistently achieve daily PRO level sales and report total premiums, deductions, new members, and annual savings to credit unions, when applicable - Produce accurate, high-quality applications and documentation, submitting them per the manager’s schedule - Uphold and demonstrate PFP Core Values: Caring, Drive, Resilience, Integrity, and Passion Benefits - Base pay plus incentives, bonuses, profit share - Paid holidays and paid time off - Exotic award trips - Excellent benefits and paid training - Starting hourly rate of $28.21, increasing to $30.77 after 4 months and $33.33 after 8 months of active employment

Role Description The New Business Phone Insurance Agent plays a vital role in expanding our policyholder community by: - Building business relationships - Generating referrals - Cultivating sales opportunities - Maintaining ongoing sales efforts This role is essential for promoting our products and services and strengthening partnerships with credit unions and clients. Qualifications - Heavy phone, cold calling & customer contact experience - Proven track record in sales - Insurance sales experience and/or licensing preferred - Ability to work flexible hours - Strong communication skills, both verbal and written - Proficiency with internet and email communication - Access to a reliable internet connection from a secure location - Coachable with a willingness to learn and adapt - Strong interpersonal skills and ability to work collaboratively with others - Excellent time management, organizational, and prioritization skills - High attention to detail - Consistently maintain a positive attitude and professional demeanor - Demonstrate ethical sales practices and ensure compliance with all relevant regulations Requirements - Ability to be successful with cold calls and overcoming objections - Maintain a valid insurance sales license and fulfill continuing education requirements as needed - Answer calls in a professional manner discussing incentive programs for the credit union and The Family Security Plan - Engage with credit union members through various channels to offer insurance products and services available through credit union membership - Drive referrals through existing and new business relationships - Qualify and close prospective members and recommend appropriate solutions for their insurance needs - Call and follow up on members through the appointment process and up sell opportunities - Accurately and thoroughly complete and submit insurance applications and documentation in accordance with company guidelines - Achieve and exceed monthly sales and retention objectives - Responsible to generate additional leads and families protected through prospect management, referrals and personal case development - Assess client and member needs to provide tailored insurance solutions that protect families and add value to credit union members - Close sales efficiently, ensuring all relevant paperwork is completed accurately and submitted to the appropriate credit union - Participate in weekly and monthly sales meetings as required by the regional manager or sales leader - Follow attendance and reporting procedures as directed by the regional manager - Consistently achieve daily PRO level sales and report total premiums, deductions, new members, and annual savings to credit unions, when applicable - Produce accurate, high-quality applications and documentation, submitting them per the manager’s schedule - Uphold and demonstrate PFP Core Values: Caring, Drive, Resilience, Integrity, and Passion Benefits - Base pay plus incentives, bonuses, profit share - Paid holidays and paid time off - Exotic award trips - Excellent benefits and paid training - Starting hourly rate of $28.21, increasing to $30.77 after 4 months and $33.33 after 8 months of active employment