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 productsIdentify strike zone by working with agent and commercial underwriterContacting 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 goalsManage leads from the first point of contactClose business and identify roadmap of where client needs to go nextSet appointment for annual reviewsMaintain relationships developed by agent with tax professionalsAssist agent in achieving $5 million in new mutual fund assets