Provide excellent customer service, retention of existing accounts, and insurance sales.
Sustains rapport with key accounts by making periodic visits – at a minimum once per quarter; exploring specific needs; anticipating new opportunities.
Achieves marketing and sales operational objectives by contributing marketing and sales information and recommendations to strategic plans and reviews; preparing and completing action plans; implementing quality and customer-service standards; resolving problems; completing audits; identifying trends; determining system improvements; implementing change.
Identifies marketing opportunities by identifying consumer requirements; defining market, competitor's share, and competitor's strengths and weaknesses; forecasting projected business; establishing targeted market share.
Accomplishes organization goals by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.
Keeps promotional materials ready by coordinating requirements with marketing department; inventorying stock; placing orders; verifying receipt.
Plans meetings and attends trade shows.
Protects organization's value by keeping information confidential.
Requirements
Associate’s or Bachelor’s degree preferred
3-5 Years previous applicable experience
Preferred prior work experience within senior living communities, sales, and life/health insurance
Ability to obtain health and life insurance license
Reliable transportation
Ability to Lift Up to 50 Pounds
Candidates must possess a valid driver's license and maintain a clean driving record.
Preferred skills - experience using Salesforce and Microsoft Office applications including Excel, Word, and Outlook.
Problem solving skills - strong analytical and critical thinking skills to identify problems and develop innovative solutions.
Customer service - responds promptly to requests for assistance and strives to continually improve service.
Planning/organizing - the ability to manage multiple tasks to ensure that assignments are completed in a timely and productive manner.
Quality control/Attention to detail - demonstrates accuracy and thoroughness; monitors own work to ensure quality and applies feedback to improve performance.
Adaptability - adapts to changes in the work environment and is able to deal with frequent change, delays, or unexpected events.
Dependability - consistently at work and on time, follows instructions, takes responsibility for own actions, responds to management direction.
Efficiency - the ability to visit required number of weekly visits in a timely manner without sacrificing quality.
Teamwork - Able to work in team environment.
Communication - Strong written and verbal communication skills.
Education of Aria Care Partners’ mission & services to potential facilities.
Currently possess a life/health insurance license or the ability to successfully complete the licensing course and exam.
Territory management – the ability to plan weekly travel throughout the state to visit with nursing home staff and residents.
Daily Travel with potential for 75% overnight stay.
Benefits
PTO and Paid Holidays for FT Employees
401k Retirement Plan with Company Match
Insurance programs including medical, dental, vision, company match for your HSA, FSA, company-paid EAP, and life and disability insurance, and more.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
salescustomer servicemarketingproblem solvinganalytical skillscritical thinkingterritory managementquality controlattention to detailability to lift up to 50 pounds