• Agency Sales Representative

    Posted: 01/09/2022

    Job Purpose: Sales Representatives are skilled in obtaining leads and closings, and are responsible for generating new revenue through the sales of the company’s services. In addition to possessing excellent customer service skills, the Sales Representative works directly with executives and key personnel to identify, strategize, prioritize, and pursue new and existing opportunities. The ideal candidate will understand the need to continuously develop and feed a sales funnel, generate new opportunities, and close on opportunities in order to a thrive in a fast paced agile working environment.
    Essential Job Functions:
    • Adhere to company policies and culture.
    • Identify and initiate contact with potential clients and opportunities.
    • Qualify potential clients to ensure a match for the Company’s client criteria.
    • Proven sales experience; experience negotiating and closing.
    • Retain communication and build relationships with clients by making in-person and virtual calls.
    • Engage in WFG company culture that emphasizes engagement in our 4 Cs, quality of work, and high performance.
    • Obtain and maintain knowledge of services offered on company and client sides.
    • Maintain knowledge of industry regulations.
    • Maintain CRM daily with customer contacts and details.
    • Qualify potential clients to ensure a match for the Company’s client criteria.
    • Identify and pursue key decision-makers.
    • Communicate with Sales leadership on a regular basis.
    • Participate in events such as trade shows and/or sales conferences.
    • Stay abreast on current trends and industry changes.
    • Strive to continuously meet or exceed performance goals and departmentally defined objectives.
    • Ability to travel based upon client or company needs.
    Knowledge, Skills and Abilities:
    • Knowledge of sales principles and methods of selling products and services; including marketing strategy, tactics and sales techniques. Some roles require a minimum of 5 years of business sales experience, including a minimum of two years of successfully selling services.
    • Ability to understand and apply market intelligence to sales strategies, identify client needs and make recommendations.
    • Executive presence to influence senior decision-makers.
    • Knowledge of the financial and servicing industry.
    • Excellent interpersonal and leadership skills including the ability to work well independently and in a team environment.
    • Strong customer service ethic and outstanding ethical standards.
    • Meets or exceeds Federal & State compliance requirements.
    • Possess solid negotiation and closing skills.
    • Interactive software such as Zoom, BombBomb, and Bam! knowledge and skills required.
    Basic Qualifications:
    • High school diploma or equivalent.
    • Strong Oral and written communication skills.
    • Proficiency with computers, Microsoft Office Suite, CRM, and handheld devices.
    • Ability to multi-task and work in a fast paced environment; strong organizational skills.
    • Must successfully pass a criminal history background check.
    Preferred Qualifications:
    • Bachelor’s degree in business, finance or related field.
    • 3-5 years experience in Title Insurance/Settlement Services Sales.
    • Title Marketing License or able to qualify and obtain the license with the Department of Insurance.
    Supervisory Responsibility: This position has no supervisory responsibilities.
    Work Environment: Working professionally in a remote capacity in the field making sales calls, attending meetings and following up with clients. Depending on location, may routinely operate in a professional office environment that uses standard office equipment such as computer, phone and photocopiers.
    Physical Requirements/ADA:
    No unusual physical requirements. Requires no heavy lifting, and nearly all work is performed in a comfortable indoor facility.
    Routine deadlines; usually sufficient lead time; variance in work volume seasonal and predictable; priorities can be anticipated; some interruptions are present; travel or other inconveniences have advance notice; involves occasional exposure to demands and pressures from persons other than immediate supervisor.
    Job frequently requires sitting, handling objects with hands.
    Job occasionally requires standing, walking, reaching, talking, hearing, and lifting up to 10 lbs.
    Vision requirements: Ability to see information in print and/or electronically.
    Position Type/Expected Hours of Work: Days and hours of full –time position are Monday through Friday, 8:00 a.m. to 5 p.m. Part-time positions may be considered.
    Travel: Travel is expected for this position.