Agent Success Representative

Company: Garity Advantage
Location: Richmond
Posted on: January 22, 2025

Job Description:

About GarityAdvantageGarityAdvantage is an independent marketing organization that specializes in the senior market - namely, Medicare products. The firm is also proud to serve as a key intermediary between insurance carriers and a network of independent sales agents. GarityAdvantage is an expansive Medicare leader in the New England area and is rapidly expanding into new markets. In business since 1970, GarityAdvantage today serves more than 250,000 Americans. GarityAdvantage is based in Norwell, Massachusetts.Job Summary
The Agent Success Representative is responsible for supporting the Life Agent Success Manager and Marketer in driving sales and revenue growth for their assigned agents and agencies. This role involves tracking and managing key performance indicators (KPIs), such as phone times, new agent follow-ups, activation rates, and the number of contracted agents. The representative will provide essential support to ensure the success of agents and the organization.Primary Responsibilities:

• Assist the Agent Success Manager and Agent Success Marketer in their day-to-day responsibilities.
• Provide agents with support services, including running life insurance illustrations, basic case underwriting, and case design.
• Handle agent contracting and internal communication regarding commission levels.
• Make outbound calls to agents for marketing campaigns.
• Communicate with carriers to obtain product information, underwriting guidance, and sales support.
• Deliver marketing and sales assistance to agents and agencies.
• Build and maintain strong relationships with agents and agencies to foster long-term success.
• Develop a thorough understanding of the supported carriers and products, effectively communicating their value.
• Contribute to new product launches and sales process improvements.
• Meet weekly KPIs to align with company objectives.
• Collaborate with team members and other departments to enhance company performance.
• Continuously expand industry knowledge.
• Participate actively in team and individual meetings.Primary Skills & Requirements:
  • 2-3 years of sales experience; insurance or financial industry experience preferred.
  • Proficiency in Microsoft Office Suite.
  • Excellent verbal and written communication skills.
  • Strong customer service orientation.
  • Ability to multitask and prioritize tasks in a fast-paced environment.
  • Skilled in presenting sales and training materials to large audiences in person, over the phone, and in virtual meetings.
  • Highly organized with strong attention to detail.
  • Capable of working both independently and collaboratively.
  • High school diploma required; bachelor's degree in business, marketing, sales, or a related field preferred.
  • Experience with phone systems and computers.About IntegrityIntegrity 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 the work we do and the culture we've built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind. Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are - in person, over the phone or online. Integrity's employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit . Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities. PandoLogic. Category:Customer Service,by Jobble

Keywords: Garity Advantage, Harrisonburg , Agent Success Representative, Sales , Richmond, Virginia