Now it’s time to start your training!
As I mentioned to you before, you are the new kid on the block. No need to worry we are going to
give you all the tools so that only lasts so long.
This job description is going to give you an idea of what you are going to do on a day-to-day basis and help you achieve all of this.
This job description is going to give you an idea of what you are going to do on a day-to-day basis and help you achieve all of this.
Training Index: This is what your training will consist of:
Daily To Do’s
The purpose of having YOU in this position is so that you can help build a positive brand and a positive and supportive team environment that will help us differentiate from other companies.
Generate New Business: Let’s make more sales!
• Cold Calling
• Cross Selling
Applications: These help get all the information necesarry for their quote.
• Gather all information
• Fill out applications
• Create profile in management system.
Networking: connecting with others to share information of what we do.
• Inform other of us and what we do.
Referrals: Being recommended means we are doing things right.
• Inform clients of our referral program
Marketing: Let’s get that quote!
• Find best quote for client
Present: Let’s make the sell!
• Call client to present quote.
• Collect payment
• Get signed applications.
Bind: Now lets activate it!
• Send to bind policy.
Conduct Meetings: Proactive planning.
• Keep track of #’s
• Gather team informations: sales, retention, claims, etc.
• Analyze all the data and see what needs to be done and what should be improved.
• Strategize ups and downs
• Communicate with operations
• Oversee hires for department
• Train new positions
Help Motivate Team: Influencing the team to reach their full potential.
• Find ways to keep them going and working hard to reach top tier.
Internal
Communication
Who will you be working with?
Better business Bureau ®