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sales rep
4 weeks ago
Columbus, Ohio, US

Job Description

Job Title: Sales Associate

Job Location: Grandview Heights, OH 43212

Duration: 8-9 Months

Pay Rate: $14.88/hr



  • Provides efficient and effective service and sales support to producers.
  • Provides efficient and effective service support to customers.
  • Processes business in accordance with government regulations, contract provisions, and internal procedures and controls.
  • Analyzes and resolves more in-depth and complicated cases.
  • Answers questions from different distribution channels.
  • Uncovers sales opportunities on service calls with producers.



  • Receives and responds to incoming calls from producers and customers.
  • Handles service and sales inquiries across multiple distribution channels.
  • Understands all aspects of current products, and answers questions from different distribution channels.
  • Is knowledgeable of past products.
  • Maintains timely records of all conversations and has strong knowledge of all processing systems.
  • Processes trades.
  • Provides outstanding service to producers and customers in support of business unit’s service and sales objectives.
  • Demonstrates a high level of understanding of customer needs and emphasizes timely responses.
  • Educates consumers and producers on product features and benefits.
  • Communicates effectively and confidently to ensure understanding of information.
  • Analyzes and deciphers more in-depth and complicated problems to determine proper course of action.
  • Researches and corrects errors.
  • Implements resolution or involves the appropriate internal administrative areas when necessary to ensure accurate completeness of the issue.
  • Follows-up to ensure completion.
  • Assists producers by consulting with personnel in licensing, compliance, underwriting, administration, underwriting and administration and others to resolve problems and answer inquiries.
  • Engages consumers and producers to retain their assets with the company.
  • Probes to understand reasons for asset flight and offers alternative solutions for liquidation of assets.
  • Acts as a sales analyst and supports tactical sales by turning service inquiries into sales opportunities.
  • Provides financial expertise and solutions to producers.
  • Uncovers superior sales opportunities and markets client's products and solutions to producers.
  • Assists in compiling management information such as sales activity, proposals requested, sales results, and production for assigned product lines.
  • Assists in the presentation of training, sales seminars, planning of conferences and conventions.
  • Assists in gathering profile information for producers.
  • Performs other related duties as assigned.



  • Education:
    • Undergraduate studies in insurance, business, marketing or related fields preferred.


  • Licenses/Designations:
    • Progress towards completion of designations such as CPCU, CLU, CEBS or FLMI is desirable.
    • Associates must obtain the required Federal and/or state licenses/registrations within the time period designated by the business unit.
    • Additional licenses/registrations may be required when new products and services are implemented.
    • If an associate fails or is unable to obtain required licenses/registrations within the time period designated by the business unit, the associate will be ineligible to continue in the position.


  • Experience:
    • Two years related experience in customer service, sales required.
    • Experience in a product related position or in a technical position in SEC, IRS or Insurance departments, compliance, plan/contract administration or successful experience in field sales of property casualty, annuity, pension or investment products highly desired.


  • Knowledge:
    • Proven knowledge of assigned product lines(s) and regulatory requirements, and processing and service work flows and various distribution channels.


  • Skills/Competencies:
    • Excellent verbal and written communication skills for communicating with a widely varied audience.
    • Proven ability to analyze plan documents, policies, and contracts; to analyze customers or producers needs and determine the most appropriate solution; and to set work priorities in accordance with established standards.

Job Requirements

sales, sales associate, sales analyst, sales coordinator, customer service, csr, customer support, phone, insurance, finance


Job Code: 50061240

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Recruiter Abhishek

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