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Direct Sales Agent Specialist (2462)

National General is a part of The Allstate Corporation, which means we have the same innovative drive that keeps us a step ahead of our customers’ evolving needs. We offer home, auto and accident and health insurance, as well as other specialty niche insurance products, through a large network of independent insurance agents, as well as directly to consumers. 

Job Description

The Direct Sales Agent Specialist is responsible for the profitable growth and attainment of business goals by driving new business sales, and understanding customers’ needs to build rapport and trust. This position drives sales, and builds and retains their book of business within the market / retail location. This position is responsible for attracting and generating new customers and cross-selling existing customers, in support of our product offerings including but not limited to Auto, Life, Auto Club, and Roadside Assistance. This role sells to walk-in customers, markets products outside of the office via marketing calls and in-person visits creating community relationships to promote continued growth, and assists customers in the office.

Key Responsibilities:     

  • Successfully closes sales of insurance and ancillary products.
  • Meets and exceeds sales goals through new product sales, cross sell / retention of customers.
  • Leverages community contacts (natural market) to continually build a sales pipeline, as well as an active physical presence in your own community to build multiple centers of influence/referral sources (car dealerships, local events, community organizations, etc.).
  • Initiate outbound calling to established target customer base for Product offerings.
  • Monitors key competitors in the local market area and makes suggestions on initiatives that could improve the company’s position in the marketplace.
  • Works with Direct Sales Leadership to plan, implement, and manage marketing and sales processes to achieve production and growth goals.
  • Delivers optimal results within appropriate metrics, including quality, quantity, timeliness, productivity, customer satisfaction and financial performance, including compliance with all rules, procedures, and standards consistent with the manager’s supervision.
  • Understands, promotes, and remains current on company underwriting guidelines, announcements, and memos related to changes in company policies and procedures.
  • Receives customer payments, issues receipt and verifies reports of receipts for cash drawers.

Experience

  • 0-2 years’ experience (Preferred)
  • P&C licensing (Preferred) or must attain required licensure within 90 days of joining the company.

Compensation

At National General, great things happen when our people work together. That’s why when you join our team, we make sure it isn’t just a job — it’s an opportunity. One that takes your skills and pushes them to the next level. One that encourages you to challenge the status quo. And one where you can impact the future for the greater good.  

You’ll do all this in a flexible environment that embraces connection and belonging. And with the recognition of several inclusivity and diversity awards, we’ve proven that Allstate empowers everyone to lead, drive change and give back where they work and live. 

Good Hands. Greater Together.

National General Holdings Corp., a member of the Allstate family of companies, is headquartered in New York City. National General traces its roots to 1939, has a financial strength rating of A– (excellent) from A.M. Best, and provides personal and commercial automobile, homeowners, umbrella, recreational vehicle, motorcycle, supplemental health, and other niche insurance products. We are a specialty personal lines insurance holding company. Through our subsidiaries, we provide a variety of insurance products, including personal and commercial automobile, homeowners, umbrella, recreational vehicle, supplemental health, lender-placed and other niche insurance products.

Companies & Partners

Direct General Auto & Life, Personal Express Insurance, Century-National Insurance, ABC Insurance Agencies, NatGen Preferred, NatGen Premier, Seattle Specialty, National General Lender Services, ARS, RAC Insurance Partners, Mountain Valley Indemnity, New Jersey Skylands, Adirondack Insurance Exchange, VelaPoint, Quotit, HealthCompare, AHCP, NHIC, Healthcare Solutions Team, North Star Marketing, Euro Accident.

Benefits

National General Holdings Corp. is an Equal Opportunity (EO) employer – Veterans/Disabled and other protected categories. All qualified applicants will receive consideration for employment regardless of any characteristic protected by law. Candidates must possess authorization to work in the United States, as it is not our practice to sponsor individuals for work visas. In the event you need assistance or accommodation in completing your online application, please contact NGIC main office by phone at (336) 435-2000.

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What You Should Know About Direct Sales Agent Specialist (2462), Allstate

As a Direct Sales Agent Specialist with National General, you'll be stepping into an exciting role that’s all about driving new business sales while making meaningful connections with customers. Located in Jacksonville, you'll have the opportunity to tap into our deep well of resources, all part of the Allstate family, to cater to the diverse needs of your clientele. Your primary mission? To proactively seek out new customers, nurture existing relationships, and expertly cross-sell our suite of innovative insurance products including auto, life, and roadside assistance. In this vibrant environment, you'll take a hands-on approach, working with walk-in customers and reaching out to potential clients through personalized marketing calls and engaging community interactions. You’ll not only close sales but also play a vital role in maintaining a stellar book of business. With your community presence, you'll leverage valuable contacts while keeping an eye on local market trends, making recommendations that could notably enhance our position. Your journey doesn’t merely end with meeting sales goals; you’ll be immersed in continuous learning, helping customers navigate their insurance choices, and ensuring compliance with our company standards. At National General, your work will not just be transactional; it will transform into long-lasting relationships that foster community growth. Join us, and let’s redefine the future of insurance together in a supportive workplace that not only values productivity but also embraces diversity and belonging.

Frequently Asked Questions (FAQs) for Direct Sales Agent Specialist (2462) Role at Allstate
What are the key responsibilities of a Direct Sales Agent Specialist at National General?

As a Direct Sales Agent Specialist at National General, your main responsibilities will include driving new business sales, closing sales on various insurance products, building and maintaining a solid book of business, and assisting walk-in customers. You'll leverage your community connections to expand your customer base and engage in outbound calling to market existing products. Furthermore, you'll monitor local competitors, collaborate with leadership on marketing strategies, and ensure compliance with company guidelines.

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What qualifications are needed for the Direct Sales Agent Specialist position at National General?

For the Direct Sales Agent Specialist role at National General, while 0-2 years of experience is preferred, it’s crucial to have or to obtain P&C licensing within 90 days of joining. This qualification is vital to ensure you are equipped to sell our various insurance products effectively. A positive attitude, strong communication skills, and a knack for sales are also indispensable in this role.

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How does National General support its Direct Sales Agent Specialists?

National General supports its Direct Sales Agent Specialists through a flexible working environment that encourages professional growth and collaboration. The role comes with training and resources to help you build your skills and navigate the insurance landscape. Additionally, National General fosters a culture of inclusivity and belonging, providing opportunities for recognition and personal development.

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What kind of sales goals should a Direct Sales Agent Specialist expect to meet at National General?

As a Direct Sales Agent Specialist at National General, you can expect to meet and exceed sales goals primarily through new product sales and customer retention strategies. These goals will be tied to quality, quantity, timeliness, and overall customer satisfaction, ensuring you achieve optimal results on all fronts while fostering connections with your clientele.

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What benefits does National General offer to its Direct Sales Agent Specialists?

National General offers a range of benefits to its Direct Sales Agent Specialists, including comprehensive training, opportunities for career advancement, flexible work schedules, and a recognition-rich environment. Being an Equal Opportunity employer, National General values diversity and provides a supportive workplace that empowers employees to impact their communities positively.

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Common Interview Questions for Direct Sales Agent Specialist (2462)
Can you describe your approach to building relationships with customers as a Direct Sales Agent Specialist?

In your response, emphasize the importance of active listening, understanding customer needs, and building trust through honest communication. Highlight any past experiences where you developed rapport with clients, showcasing your relationship-building skills.

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How do you stay informed about industry trends and competitors?

It's important to mention the various resources you utilize, like industry publications, market research, and networking within the community. Discuss any specific times when your knowledge of competitors or trends helped you adjust your sales strategy effectively.

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What strategies would you employ to meet your sales targets?

Share a multi-faceted approach that includes setting realistic goals, leveraging community connections, using referrals effectively, and maintaining a continuous follow-up process. Illustrating past successes with measurable outcomes can greatly enhance your answer.

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Can you discuss a time when you overcame a challenging sale?

Reflect on a specific case where you faced resistance from a customer, detailing the steps you took to understand their objections, present customized solutions, and successfully close the deal. This showcases your problem-solving abilities.

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How would you manage your time between following up with leads and closing sales?

Communicate your time management skills by detailing your prioritization strategies, such as creating schedules, setting deadlines, and using CRM systems to track follow-ups. Highlight your ability to manage multiple tasks efficiently.

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What would you do if a customer was unhappy with a product or service?

Discuss your approach to handling customer complaints, emphasizing active listening, empathizing with their concerns, and taking proactive measures to resolve the issue swiftly and effectively. This demonstrates your commitment to customer satisfaction.

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How do you plan to find new leads in your community?

Outline a few specific strategies, like attending local events, collaborating with other businesses, and utilizing social media to engage with the community. Discussing your proactive nature in lead generation is key here.

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What is your experience with cross-selling insurance products?

Explain your experience with cross-selling by sharing particular campaigns or efforts you've made in past positions, focusing on success stories and the different approaches you've taken to effectively sell multiple products.

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How would you ensure compliance with company policies while driving sales?

Your answer should reflect your understanding of the importance of compliance. You can mention following training procedures, keeping up with policy changes, and documenting processes carefully to maintain high compliance standards.

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Why do you want to work for National General as a Direct Sales Agent Specialist?

Elucidate your admiration for National General's culture, values, and product offerings, particularly highlighting how these align with your career aspirations and how you see yourself contributing to the team and the community.

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We are the Good Hands: We help customers realize their hopes and dreams by providing the best products and services to protect them from life's uncertainties and prepare them for the future.

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DATE POSTED
April 1, 2025

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