Sales & Marketing Specialist

Wade Agency, LLC   Cortez, CO   Full-time     Sales
Posted on September 8, 2021

Sales & Marketing Specialist

Core Responsibilities: Sales & Marketing Pay Range: $16-$18 per hour + Bonus opportunities Must obtain Property & Casualty License within 60 days Must obtain Life License within 6 months

Primary Job Duties Sales • Primary on incoming personal lines leads o All around sales specialist • Primary on Amfam.com leads • Generate & cultivate sales leads & opportunities o Work internal focus cross/ focus/ up sell listings Marketing & Prospecting • Work agency target marketing programs o Monthly good neighbor mailers o Weekly business mailers & follow up calls • External marketing visits o Monthly center of influence business check-ins o Monthly business visits & prospecting • Attend Chamber meetings & events • Help run booths at expos & events General Service & Sales • Back up on phones • Process inbound service needs: • Payments • Policy questions • Policy changes or additions • Certificates of Insurance requests • Process inbound sales needs • New clients • Current clients • Cross- sell existing clients on regular basis • Collect info, quote, present, & sell policies and endorsements as deemed appropriate per agency standards and client needs Requisite abilities and characteristics essential for this position: • Responsible, dependable, & mature • Outgoing & positive attitude o Must be able & comfortable with striking up conversations with strangers • Fast Learner • Team player • Exceptional customer service skills • Must be competent with outside marketing & sales • Proficient with computers & Microsoft applications: Outlook, Word, Excel • Able to communicate in a professional manner • Must have reliable transportation • Some evenings will be required for Chamber events • A few weekends a year will be required for events & expos.