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Job Posting!

We’re looking to add Personal & Commercial Lines Sales Executives to our Independent agency. We have been in business for almost 30 years and continue to grow each year. If you are interested in joining our team and growing with us, please see job description below.

Education Preferred Qualifications: • College level coursework, certification or equivalent (i.e., continuous learning) • Possession and maintenance of appropriate P & C License • Willingness to obtain further licensing and designations a plus

Desired Skills & Experience • Commercial and/ or Personal lines sales, service, and retention • PC software applications (Microsoft Office) • Experience with rating engine and agency management systems (Preferably EZLynx)

Knowledge, Skills, & Abilities • Networks, develops relationships, builds centers of influences and embraces "warm calling” • Excellent relationship-building • Strong communication skills • Ambitious, self-motivated and possessing an entrepreneurial spirit • Ability to understand the needs and requirements of clients to protect their business • Success-driven, self-starter and reasonable risk-taker • Flexibility and creativity for developing innovative, customized business solutions • Ability to negotiate

Essential Duties & Responsibilities • Develop a comprehensive prospecting plan, including targets and methodology for developing prospects into opportunities • Create an adequate number of new business opportunities per business plan • Network centers of influence in order to develop new opportunities • Achieve new business sales goals annually • Maintain strong relationships with clients and prospects • Provide service in support of sales duties and build relationships with clients and carriers • Assist in selecting competitive carriers to receive new business and re-market applications • Be capable and willing to ask for referral opportunities from existing clients • Participate in preparing proposals and presentations • Maintain a high level of client retention annually • Provide proactive risk management advice to existing clients and resolve issues effectively • Remain current on all technical issues and demonstrate product knowledge, as needed • Develop cross-sell opportunities for other RetireMax divisions • Participate in meetings with sales team, as directed • Perform other duties as required


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