Agent Sales Advisor I

Agent Sales Advisor I

Ritter Insurance Marketing

Harrisburg, PA

About Ritter Insurance Marketing

Ritter Insurance Marketing, an Integrity company, 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

The Agent Sales Advisor is responsible for initiating and developing agent relationships, while providing superior service to agents who are not already working with Ritter. 

Primary Responsibilities:

• Initiate, build and maintain relationships with assigned agents.

  • Target agent recruitment meetings.

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

  • Act as agent’s primary Ritter contact.

  • Assist agent with all enrollment questions and sales needs.

• 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 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 other Agent Advisors on sales leads, calls, and emails as needed.

• Cross-Team workflow coordination to resolve agent issues requiring additional back end operational agent support.

• Additional projects and responsibilities as assigned by supervisor.

Primary Skills & Requirements:

• High School Diploma or equivalent.  

• Basic understanding of insurance and agent relationship.

• Knowledge of Sales, Marketing, Contracting, and New Business operations and procedures.

• Some experience necessary.  If no experience general path is one year as an Agent Sales Assistant Team Support Coordinator.

• Good communication skills, especially over the phone.

• Good computer and typing skills.

• Good customer service skills.

• Soft sales skills.

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

• Travel required.

Benefits Available

• Medical/Dental/Vision Insurance

• 401(k) Retirement Plan

• Paid Holidays

• PTO

• Community Service PTO

• FSA/HSA

• Life Insurance

• Short-Term and Long-Term Disability

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 th