Job Description

Sales Representative For Lafayette Life Products

Initiates, develops and maintains sales of Lafayette Life products within assigned geographical area. Works with the Director Internal Wholesale Team - Product Illustration, Training and Ideation and Regional Sales VP's to achieve corporate life and annuity premium sales goals. Core to their success is the ability to recruit, train and onboard new GA's and IMO's. Provides a broad range of sales and marketing support to PPGA's and IMO's. Works with minimal supervision and is responsible to independently make a broad range of decisions escalating to manager when appropriate and updating manager on regular basis. Uses extensive in-depth knowledge of Lafayette Life products, services, illustrations and systems to provide both electronic delivery and field training to support PPGA's and IMO's.

Responsibilities

What You Will Do:

• Recruits new GA's and IMO's in assigned territory who meet the company's quality standards to write profitable business. Maintains strong and positive relationships with existing GA's and IMO's in their assigned territory who write profitable business for LLIC.
• Ability to conduct in-person and or virtual agency visits with or without supervision.
• Develops and maintains relationships with producers to explore and uncover potential sales opportunities.
• Provides electronic and field support within an assigned geographical area.
• Producer and staff orientation and on-boarding.
• New business illustration and in-force illustration subject matter expertise.
• Producer and staff training.
• Product introduction.
• In the field as directed by the Director Internal Wholesale Team - Product Illustration, Training and Ideation and RSVP's.
• Subject matter expertise in agent contracting, licensing and new business/customer service.
• Makes proactive outbound telephone calls and email contacts to promote and provide sales product illustration support to producers within assigned territory.
• Develops and utilizes advanced product and operational procedure knowledge. Product knowledge includes all LLIC products, sales systems, product introductions and enhancements/updates.
• Answers inbound calls and emails from producers and RSVP's within their territory to actively support requests for product training and information, illustration system training and support, and case design.
• Answers inbound calls and emails as liaison and conduit for producers that require contact or interaction with operational and administrative departments.
• Follows up on new business applications to help facilitate placement.
• Completes ad hoc duties as assigned.
• Performs other duties as assigned.
• Complies with all policies and standards.

Qualifications

• Bachelor's Degree in a related field, or commensurate selection criteria experience. - Required
• Demonstrated subject matter expertise of life insurance and annuity products and understands agency management and structures. - Required
• Proven prior sales or management experience. - Required
• Proven strong knowledge of LLIC website and its uses as an information and communication tool for advisors and staff.
• Demonstrated strong knowledge of LLIC illustration software including integration with the various selling systems LLIC interacts with.
• Proven excellent verbal and written communication skills with the ability to successfully interpret and communicate complex business needs with internal and external stakeholders in a clear and concise manner while following proper grammar, diction and style.
• Proven ability to be self-motivated and goal oriented.
• Demonstrated team player and able to compromise for the betterment of LLIC.
• Proven good negotiating and problem-solving skills.
• Demonstrated ability to create and present effective life and annuity product presentations, training presentations and Columbus Life business advantages in all digital media and in-person formats.
• Life and Health license. - Required

Work Setting/Position Demands:

• This position travels and works in various office settings and requires being in a stationary position for long periods of time frequently while working at a desk, on a computer or with other standard office equipment, or while in meetings. Position requires frequent movement of wrist, hands and fingers for continuous computer work.
• Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis.
• Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; Visual acuity is required to determine accuracy, neatness, and thoroughness of work.
• Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis.
• Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions
• Extended hours required during peak workloads or special projects/events.

Travel Requirements:

• 50% travel Frequent travel required - 50%.

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