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Salaried Field Sales Agent

Bloom Insurance Agency
September 6, 2017
Charleston, Greenville, Florence, Columbia, South Carolina

Job Title: Field Sales Agent
Reports to: Market Leader
Department/Team: Sales
FLSA: X exempt ___hourly
Last Updated: July 6, 2017

Company Benefits:

Salary $40,000/year + Bonus
Bonus Opportunities:
50+ enrollments = $3,000 ($60 per enrollment)
75+ enrollments = $6,000 ($80 per enrollment)
100+ enrollments = $9,000 ($90 per enrollment)
101+ enrollments = $100 for each enrollment (retroactively to enrollment #1)
All sales must be on the books for a minimum of 90 days to be eligible for payment
50% of payment will be made on 12/15/17, balance paid on 4/15/2018
$600 sign on bonus for currently licensed health insurance agents (in good standing)
Travel allowance: $325/month
Paid time off & paid holidays
Seasonal with the potential for year-round employment
Medical & 401(k) eligibility after one year
If you currently do not hold a health Insurance license, Bloom offers paid training at $10/hour (Your salary will increase to $40,000.00/year once you pass your licensing exam!)

Purpose and Objective
The Field Sales Agent meets with prospective customers in their homes or other designated areas in order to generate sales for company clients. Agents will be assigned leads for follow-up and may also conduct seminars and/or lead other events as assigned by market and/or state leaders.

Essential Functions (Primary)
Day to day functions include the following:
Meet with prospective customers in response to inside sales inquiries (with the goal of……)
Generate outside sales to meet or exceed the sales plan
Conduct sales seminars at various locations
Set up and operate information tables throughout territory
Ensure a positive customer experience and satisfaction through relationship building
Work within set performance measurements designated by the clients and company
Properly record work activity
Use Ascend to manage leads and record enrollments
Maintain a positive attitude at all times in the field
Attend required company meetings
Complete required training and programs
Effectively demonstrate sales materials
Daily travel will be required for this position
Other tasks as assigned

Minimum Requirements
The following are required to perform the essential functions of the job:
High school diploma or GED.
Licensure in Life, Health and Accident and/or ability to complete this requirement prior to hire date
Maintain a Valid Driver’s license
Acceptable Motor Vehicle Report,(MVR)

Must be knowledgeable about program(s) and effectively answer prospect questions
Prior outside sales or customer service skills preferred
Excellent verbal and written communication skills
Self- motivated
Excellent organizational skills, keen attention to detail
Uphold Bloom expectations of Attitude, Attendance, Productivity and Competence-Compliance

Physical Demands

While performing the duties of this job, the employee is regularly required to sit for long periods of time, talk and hear. The employee frequently is required to use hands to finger, handle, or feel. The employee is occasionally required to stand, walk, and reach with hands and arms. You will be required to make multiple home visits which may require the ability to maneuver stairs, and daily walking. You may be required to move boxes of presentation materials for seminars, up to 40lbs.


This job description does not list all of the duties of the job. It is not intended to be a comprehensive task list. It is intended to communicate expectations about the position, and to define both absolute or essential functions along with other functions and duties that are included in the role at Bloom Insurance Agency. You may be asked by supervisors or managers to perform other duties as business and client delivery calls for. You will be evaluated in part based on your performance of the functions listed in this job description. The employer has the right to revise this job description at any time. The job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason. Bloom Insurance Agency operates in at-will employment states.

October 15, 2017
Christian Hanson