• Sell whole life and final expense solutions through a high-volume phone-based sales process. • Close qualified paid and internally generated leads at a high rate after training. • Start by outbound dialing missed appointments, then move into inbound and warm live-transfer lead flow as you ramp. • Use company-provided leads, scripts, role plays, and coaching tools to improve every week. • Follow the company's process, sell ethically, and make sure customers understand what they are buying. • Maintain activity, CRM, follow-up, and performance discipline in a remote environment.

• Promotes Stewart Insurance services and solutions through sales activities including consultative selling, relationship-building, and exceptional, client-tailored communication skills • Utilizes track record of service-first sales performance for business development and customer success • Follows standard procedures and guidelines while thriving in a client-focused, production-driven environment • Understands how assigned duties relate to others within the team and how the team integrates with related teams • Quickly earns trust of prospective clients while discovering and identifying each client’s coverage needs and risk exposures • Generates, manages, and closes a high volume of opportunities while maintaining accuracy and attention to detail in a client-focused, production-driven environment • Impacts own team through the quality of the support provided • Recognizes and solves typical problems; selects solutions from established options • Communicates moderately complex information in routine situations to team to deliver exceptional client experiences • Works under general supervision with limited ability to modify approach • Individual contributor having no supervisory responsibilities; manages own workload • Performs all other duties as assigned by management

Role Description We have a new exciting opportunity to grow with Zurich leading a team in the LA Region as a Regional Finance and Insurance Manager (RFIM). This person will be responsible for profitable growth and development of Finance & Insurance Sales Professionals. - Implement strategic and tactical objectives related to Zurich's overall sales strategy to achieve and sustain profitable F&I growth. - Analyze and provide strategic direction to a highly successful team of Sales Professionals to advance Zurich's position in the marketplace. - Drive sales activities including: - Writing new business - Retaining existing accounts - Providing quality service - Increasing market share and product mix while operating within business guidelines - Represent the Zurich Team in leadership meetings, at association meetings, and industry activities. - Oversee cross-team sales initiatives as needed. - Maintain responsibility for customer issues and/or challenges in the region. - Leadership activities will include: - Planning - Budgeting - Coaching - Interviewing/selection - Performance management within the region Qualifications - Bachelors Degree and 4 or more years of experience in the Field Sales area OR - High School Diploma or Equivalent and 6 or more years of experience in the Field Sales area - Experience managing product knowledge of legal and regulatory environment within area of responsibility - Experience with Microsoft Office - Experience analyzing financial results Requirements - 5+ years in a successful outside sales experience in a B2B capacity, prior management/supervisory experience in a dealership environment is a plus - Recent demonstrated and documented success relative to New Business Acquisition, along with consistent goal achievement – multiple PClubs is ideal - Superior Communication skills, both written and verbal - Thorough understanding of the principles of F&I sales, F&I sales techniques, and F&I sales terminology - Knowledge of company-approved software, business system and reporting applications - Understands how to navigate the Internet and intranet and assess the value of available information through technology - Broad knowledge of the automotive segment customers' business and operations with the ability to forge and build relationships therein Benefits - Your pay at Zurich is based on your role, location, skills, and experience. - Eligibility for bonuses and merit increases. - The annual base compensation range for this role is $85,500.00 - $140,000.00. - Variable compensation component based on performance under the sales incentive plan. - Competitive pay and comprehensive benefits for employees and their families.

Role Description As a member/client service advisor – sales, you help solicit, develop, and maintain business relationships with members and clients. You provide customer service and help sell specialized products and services through multiple distribution channels based on member/client needs. You ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures. Interpersonal savvy is therefore essential. More specifically, you will be required to: - Establish an advisory relationship by identifying current and potential needs and supporting client retention. - Advise members and clients on specialized products and services and ensure member/client satisfaction. - Review client needs and compile and analyze data. - Handle requests and follow up as needed. - Assist members and clients, listen to their needs, and propose personalized solutions. - Help identify your unit’s operational risks and opportunities for improvement. - Stay on top of the latest standards, products, and services in your field. Qualifications - College diploma in a related field. - A minimum of one year of relevant experience. - Knowledge of French is required. - Action oriented. - Customer Focus. - Differences. - Drive results. - Interpersonal Savvy. - Nimble learning. Requirements - Please note that other combinations of qualifications and relevant experience may be considered. Benefits - Competitive salary and annual bonus. - 4 weeks of flexible vacation starting in the first year. - Defined benefit pension plan that provides predictable, stable income throughout retirement. - Group insurance including telemedicine. - Reimbursement of health and wellness expenses and telework equipment. Benefits apply based on eligibility criteria.