Consumer Sales Representative

We help people protect, invest and plan for their future—regardless of their financial standing. Our company was founded more than 80 years ago by credit union leaders, who were looking for an insurance and investment partner they could trust. For generations, we’ve helped credit unions, businesses, and hardworking Americans build financial security

* Efficiently and effectively handle incoming telephone calls from credit union members (70% incoming), with the ability to follow CUNA Mutual’s sales process to assess and identify insurance needs for credit union members. Specific focus on needs base selling practices. * Provide technical sales insight and explain complex insurance product information to credit union members. * Use problem solving skills to identify problems or situations and recommendations for resolution. * Ability to track member inquiries and follow-up timely to credit union member requests for information. This may include the creation of product quotes and applications. * Provide product information, product coverage, and premium quotes with a high degree of accuracy. * Efficiently and effectively handle inbound and outbound calls to and from customers in a professional customer focus manner for other lines of business. * Take responsibility to act in a customer focused manner with team members and other departments in order to contribute to a positive work environment. Interact with a spirit of cooperation and flexibility, exchange ideas and information, effectively handle conflict, develop and share process improvements. * Assist with other project or other assignments as needed.

* Bachelor's degree in Risk Management, Insurance, or Business, Communications, Advertising, and/or Marketing or equivalent trade-off in related sales work experience * Passion for sales and/or a minimum of 1+ years sales experience in a target oriented environment, particularly closing skills * Demonstration of effective verbal & written communication skills, listening skills, and telephone skills. * Proficiency with mainframe and PC based computer systems to include Windows applications such as Outlook, Word, and Excel. * Demonstration of the ability to work effectively in a team environment and deliver personal and team sales targets via previous work assignments.