Your family deserves a Legacy Plan.
Independent Sales Agent
Location
Colorado
Posted
8 days ago
Salary
0
Seniority
Senior
Job Description
Independent Sales Agent
Legacy Planning
• Identify client needs and recommend tailored insurance solutions • Develop and maintain strong client relationships • Generate leads through networking, referrals, and company-provided resources • Educate clients on available policies and coverage options • Follow up with prospects to close sales and maintain customer satisfaction • Stay informed about industry trends and product offerings • Work independently while collaborating with a supportive team
Job Requirements
- Insurance license (or willingness to obtain one – we provide guidance)
- Strong communication and interpersonal skills
- Self-motivated with a results-driven mindset
- Ability to work independently and manage time effectively
- Basic computer skills for CRM and client management
Benefits
- Competitive commission structure with potential for bonuses
- Flexible work schedule (remote position)
- Comprehensive training and mentorship programs
- Access to top-rated insurance carriers and products
- Opportunities for career growth and leadership development
- Supportive team culture with ongoing coaching and professional development
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• Delivers and achieves budgeted sales goals for the region • Communicates monthly depletion targets and programming calendars with wholesalers • Maximizes sales potential measured by budget and by percentage of wines sold in that region • Sets goals, oversees activities, reviews performance, and provides direction for District Managers in the territory • Increases market demand and acceptance with distributor through targeting and opening of new accounts, increasing sales to existing accounts, development of account bases, and working on top accounts in each market • Stays alert to distributor trends in the market • Stays active in the wine community through frequent and positive networking with industry peers and key wholesaler personnel • Works with their direct manager to develop and implement specific strategies in each market • Recommends and implements decisions based on results of analysis that enhance the equity of the brands • Recommends and substantiates budgeting needs, sales tactics and strategies, appropriate size of account base, pricing, on/off mix, etc • Creates and manages monthly regional operational and sales budget
• Manage sales efforts of Manufacturer Representatives and develop/maintain relationships • Work with Rep Companies and customers to identify and achieve closure on new opportunities by developing and articulating a strong value proposition • Identify and provide customized application, technical, and commercial training to all Rep Companies and customers in assigned region • Provide expertise in closing sales for large and complex projects in assigned region • Apply consultative solution selling approach to external and internal customers • Meet or exceed regional sales objectives • Provide solutions for issues with purchase orders before and after shipment to jobsite • Assist with technical calls and project analysis to monitor top projects in assigned region • Understand the Flow Design and TA markets including competitors’ product proposition, key customers, and key market trends • Regularly convey this information to senior leadership • Develop regional training plan that addresses upcoming projects and opportunities • Provide commendable sales coverage and support to primary and secondary level of existing and potential customers • Represent IMI at industrial networking events, professional societies, exhibitions, and seminars—proactively develop and conduct presentations/seminars at such events • Work with management and representative network to provide accurate sales predictions for each month • Utilize CRM tool to capture customer data, opportunities, and results • Participate in the development of and adhere to all company policies and budgets • Develop and train representatives on IMI Flow Design products and services • Participate in safety programs and always display a mindset of safety first • Act as an active participant in our organizational lean improvement plans; work with lean leaders to define and implement best practices; maintain 5S standards
• Kontaktar befintliga och potentiella kunder via telefon • Erbjuder mobilabonnemang för välkända varumärken • Arbetar mot tydliga mål • Får daglig coachning och utbildning
Catering Sales Manager
Mo' BettahsFeel the Aloha at Mo' Bettahs and fill your opu (stomach) with ono (delicious) island food! #eatmobettah #ponoeverytime
• Serve as the first point of contact for all catering inquiries for the restaurants in your district. • Respond promptly to inbound calls, emails, and online submissions to assist guests with catering orders. • Provide detailed information about our catering menu, pricing, and service options while embodying the Aloha spirit. • Answer customer questions, make recommendations, and upsell catering packages when appropriate. • Process and confirm all catering orders with accuracy, ensuring all necessary details are recorded correctly. • Coordinate order and delivery fulfillment with your Mo' Bettahs location. • Communicate effectively with your general manager and the team to ensure timely preparation and delivery. • Proactively follow up with customers to confirm details, provide updates, and ensure satisfaction. • Maintain a catering order log and track key performance indicators such as order volume, customer feedback, and repeat business. • Work closely with each restaurant's leadership to optimize the catering process. • Identify opportunities to improve efficiency and guest experience. • Assist in resolving any issues related to catering orders, ensuring a positive outcome for the customer.




