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Senior Agent Sales Advisor

Integrity Marketing Group
Harrisburg, United Statesfull_timeVerifiedPosted 17 Jun 2024

About the role

About Ritter Insurance Marketing

Ritter Insurance Marketing is an independent marketing organization supporting independent insurance agents in the senior health and life insurance market. Based in Harrisburg, Pennsylvania, Ritter has satellite offices in New York, Nebraska, Idaho, Arizona, Florida, Maryland, North Carolina and Ohio. More than 280 full-time Ritter employees support the business of over 15,000 independent insurance agents in all 50 states. Its proprietary software development and agent service departments develop and market leading business solutions for insurance agents.

Job Summary

Responsible for initiating and developing agent relationships, while providing superior service to agents who are not already working with Ritter. 

Primary Responsibilities: 

  • Develop strategic plan and marketing campaigns for agent recruitment within assigned territory. Initiate agent relationships within assigned territory.

  • Target agent recruitment meetings.

  • Attend sales events, trade shows and road shows to initiate relationships.

  • Reach annual/quarterly benchmark for new agent contracts and production within assigned territory. Establish methods and procedures for obtaining specific goals and objectives

  • working from detailed and general instructions.

  • Ability to establish priorities, work independently, and proceed with objectives to meet individual and team goals. Maintain current status on all sales leads as received.

  • Able to move lead through Ritter Sales Flow process

  • Update leads through conversion

  • Convert agent leads from direct mail, digital content, inbound call, and agent referrals to active contracted agent

  • Must have a working knowledge of the Ritter Platform.

  • Overview Ritter tools, services and the Ritter Philosophy

  • Provide contracting instruction

  • Assist with agent registration

  • Must have strong working knowledge of all products in assigned territory.

  • Identify product strength/weaknesses through use of Sales Department resources

  • Ability to identify agent contracting needs;

  • Ability to offer alternative contract options when needed

  • Act as back-up to assist other Agent Advisors on sales leads, calls, and emails as needed Cross-Team workflow coordination with Sales Support or other departments to resolve agent issues requiring additional back end operational agent support. Additional projects and responsibilities as assigned by supervisor.

Primary Skills & Requirements:  

  • Possession of a High School Diploma or its equivalent.

  • Fundamental comprehension of the insurance industry and the dynamics of agent relationships.

  • Proficiency in Sales, Marketing, Contracting, and New Business operations and procedures.

  • In-depth understanding of all products within the assigned territory.

  • Prior experience is preferred. Candidates without experience should ideally have spent a year in roles such as an Agent Sales Assistant or Team Support Coordinator.

  • Excellent communication skills, particularly over the phone.

  • Proficient computer and typing skills.

  • Exceptional customer service skills.

  • Effective soft sales skills.

  • Capability to operate business equipment and related computer applications, including email, copy machine, scanner, fax machine, and telephone.

  • Willingness to travel as required by the job.

About Integrity

Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind. 

Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone or

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Company

Integrity Marketing Group

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