Commercial Sales Specialist

Join the nation's #1 insurance company as a Commercial Sales Specialist (CSS).  CSS members provide insurance and financial services to small business owners and entrepreneurs.  Bi-lingual candidates highly preferred (Spanish, Japanese, Korean, Mandarin, Amharic, Tigrinya, & Punjabi).  Licensed candidates are favorable but no direct previous experience required.  Compensation is base + monthly bonus.  Must be comfortable interacting with business owners in a professional manner.  Strong problem solving skills, comfortable working with numbers, and a general understanding of financial topics that are important to small business owners is a must.

Responsibilities include:

• Maintain Property/Casualty & Life licenses to market company products
• Identify strike zone by working with agent and commercial underwriter
• Contacting and reaching out to prospects (leads are provided by agency but there is also an expectation that CSS members develop their own lead resources) 
• Develop action plans to reach goals
• Manage leads from the first point of contact
• Close business and identify roadmap of where client needs to go next
• Set appointment for annual reviews
• Maintain relationships developed by agent with tax professionals
• Assist agent in achieving $5 million in new mutual fund assets

Last updated on Nov 9, 2023