United Insurance Services, LTD
Direct Marketing Representative
Position Description
Job Title: Direct Marketing Representative
Department: Telemarketing Department
Supervision Received: Telemarketing Manager
Supervision Exercised: None
Location: Corporate Office
Revision Dates: February 2006
General Purpose
Present and sell insurance product to prospects via telephone, mail and walk-in clientele. Increase overall sales production through new marketing approaches and supportive customer service. Assess prospect's needs and tailor-make proposals to accommodate prospect's needs and budgetary concerns.
Essential Duties and Responsibilities
- Utilizes the list of prospective customers generated from the Telemarketing Department as sales leads, follow-up leads from ad inquiries, seminars, direct mail responses, aged leads, and other sources, in addition to personal lead generation
- Make outbound lead follow-up calls to potential and existing customers by telephone to qualify leads and sell products and services
- Overcome technical objections of prospective customers
- Emphasizes sellable features, quotes prices, and prepares sales information packets for potential sales
- Consistently tracks prospect follow-up and track current sales
- Builds and maintains customer relationships
- Continually build product knowledge
- Analyze general business periodicals and professional journals to keep current on industry trends
- Prepares business transaction reports
- Enters data into computer database
- Investigates and resolves customer problems
- Assists Marketing with trade-show product information and attend trade-show
- Conducts in-house seminars for various products
Peripheral Duties
- Provide feedback to other department as required.
Desired Minimum Qualifications
- Education:
- (A) Graduation from high school or GED equivalent with minimum three (3) to six (6) months related experience and/or training
- Necessary Knowledge, Skills and Abilities:
- Knowledge of Windows-based program, Microsoft Office software, and desktop publishing programs are required
- Skill in operation of listed tools and equipment (cpu, fax)
- Establish effective working relationships with employees and supervisors; ability to work efficiently.
- Present information in one-on-one and small group situations to customers, clients, and other employees
- Speak and write eloquently using proper English grammar and usage
Special Requirements
Must maintain current insurance agent's license. Must remain current with continuing education pertaining to the sale of insurance products.
Tools and Equipment Used
Personal computer; copy machine
Physical Demands
The physical demands described here are representative of those that must be met by an employee to perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to sit and use hands to handle or operate objects, tools, or controls; and reach with hands and arms. The employee is occasionally required to walk, talk or hear. The employee must occasionally lift and/or move up to 15 pounds. Specific vision abilities required by this job include close vision, and ability to adjust focus.
Work Environment
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is moderate.
Selection Guidelines
Formal application, rating of education and experience; oral interview, background and reference check; job-related tests may be required.
The duties listed above are intended only as illustrations of the various types of work that may be performed. The omission of specific statements of duties does not exclude them for the position if the work is similar, related or a logical assignment to the position.
The job description does not constitute an employment agreement between the employer and employee and is subject to change by the employer as the needs of the employer and requirements of the job change.
