Sales agent job description

Sales agent job description

This post includes contents of job profile/title such as: job purpose/role, job functions, key duties/responsibilities/tasks list and other documents related to Sales agent position.

You also ref top job materials for Sales agent as below (at the end of this post):

• Top 21 sales job descriptions
• Top 85 sales forms
• Top 74 sales KPIs
• Top 9 skills for sales positions
• Top 12 books for sales management
• 150 sales interview questions

Job purpose of Sales agent is responsible for accurately placing coverage based on a wide range of products designed to fit the individual clients’ risk exposure using their own independent judgment.

Key duties/responsibilities of Sales agent

You can ref some job descriptions for Sales agent as follow:

Job description sample 1

1. Organize and prioritize work process based on order of importance to meet department requirements and performance expectations.
2. To ensure a positive customer experience the National Sales Agent must be familiar with all aspects of our Call Quality Standards: Customer Care, Insurance Knowledge and Service.
3. Engage in providing high quality service to members and insured regarding sales of auto insurance and membership in a fast paced, inside sales environment.
4. Demonstrate the ability to multi-task and identify cross-sell opportunities regarding member product needs and service requests, quoting insurance rates, qualifying prospects, inspecting related documentation and resolving membership and insurance problems using discretion and independent judgment.
5. Return voice mails by end of business day, maintain voice mail logs daily.
6. Identify target source leads for outbound call follow-up through the use of various inventory, closing, and title reports.
7. To solicit and sell homeowner’s, dwelling, fire, earthquake, flood, condo, renters, wind storm and umbrella policies to new mortgage loan borrowers, existing portfolio accounts and referral customers; via direct mail, telephone, fax, and telemarketing efforts.
8. Evaluate property risk to accurately quote and recommend insurance coverage based on property location, company underwriting guidelines, and evaluating previous loss experience and credit scores.
9. To actively probe customers for coverage needs to upgrade and cross-sell additional products.
10. Establish and maintain relationships with lead sources and settlement service providers.

Job description sample 2

1. Providing excellent customer service to policyholders
2. Educating customers on their plan options
3. Creating your own daily schedule
4. Obtaining pertinent licenses and keeping them current
5. Staying abreast of evolving industry and product changes
6. Making staff hiring and firing decisions

Tips to write Sales agent job description

Top 7 job description forms.

5 steps to writer write an effective Sales agent job description.

12 tips to write Sales agent job description.

• Base on the above job description, you can set up: Sales agent daily tasks for job levels (such as entry level, junior, senior…), monthly tasks, weekly activities, Sales agent KPIs, Sales agent KRAs, Sales agent job objectives/goals, job standards/requirements, job specifications/qualifications.

Sales agent qualifications needed, job specification

You can use the KSA model (this model to identify key/core competencies/competency profile for Sales agent ) to determine job criteria for Sales agent position. Sales agent’s job standard includes the following elements:

1. Education, knowledge requirements (includes diplomat, degree, certification, training courses…)
2. Experience: (in KSA model, we use skills, not use experience).
3. Skills list/required (includes technical skills, soft skills, hard skills, management skills).
4. Abilities, attributes, traits, qualities:
5. Other characteristics: A general category for other personal như Factor personality, willingness, interest, motivation and licenses …

Below is list of Sales agent qualifications:

1. Willingness and ability to obtain a real estate license
2. Desire to work independently and have control over your professional growth
3. Comfortable meeting new people and networking to develop a client base
4. Entrepreneurial mind set and a high degree of self-discipline
5. Excellent verbal, written, and interpersonal communication skills
6. Professional and personable demeanor

Sales agent career advice

Below are top useful guides for Sales agent career:

Top 9 skills for sales management
Top 12 books for sales management
• Top 85 sales forms
• Top 21 sales job descriptions
• Top 12 tips for career development
• Top 9 career path tips
• Top 14 career objectives
• Top 12 career promotion tips

Sales agent job search tips

Below are top materials for Sales agent job application:

• Top 15 ways to search jobs
Top 7 cover letter samples
Top 8 resume samples
• 150 sales interview questions
74 interview questions and answers
• Job interview checklist 40 points
• 13 types of interview questions and how to solve them
• Top 8 interview thank you letter samples

Sales agent performance appraisal

• Top 74 sales KPIs (this post includes metrics to measure Sales agent performance)
• 11 performance appraisal methods (includes appraisal templates and forms)
• Top 28 performance appraisal forms
• Sales agent KRAs/scorecard

Sales agent wages, salary

Below are useful materials for Sales agent wages, salary:

• Top 12 salary negotiation tips
• Top 9 tips to get high salary

Fields related:

The above job descriptions can be used for fields: regional sales agent, area sales agent, hotel, retail, inside, catering, district sales agent, international sales agent, senior sales agent, corporate sales agent, general sales agent, real estate, internet, it, after sales, field, marketing, export, technical, car, automotive, pre, insurance, advertising, group, online sales, commercial, auto, branch, event, media, software, project, country, automotive, mortgage, banquet, internal sales, outside sales , junior sales, pharmaceutical, parts, bank, new car, hotel, marketing, hospitality…

If you need more free Sales agent job description forms/templates/formats in details, please leave comments at the end of this post. You also can save as this free file as pdf/doc or download free career, KPI ebooks at sidebar. Update: 2014.

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