Careers
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Sales Assistant
The Sales Assistant’s primary duty is seeing that the Advisor/Agent has plenty of people to talk to every day--by phone and in person—who are interested and well qualified now. This person will be working with both Bowers Insurance and Bowers Advisory Group LLC. Part of these sales contacts should be daily appointments with new prospects. This goal is accomplished by: · People the Advisor/Agent is already working with;
· People who call in who will need to be screened for sales interest;
· People Sales Assistant finds, qualifies, and sets phone appointments with.
The Sales Assistant therefore sets Advisor/Agent appointments with the following:
· Leads from direct-mail campaigns/referrals
· Existing clients with additional funds or product needs
· Prospects with additional funds to invest and/or insurance needs
· Attendees at any seminars/workshops
· Clients and Prospects qualified through any No-Contact calls
In support of this duty the Sales Assistant must eventually build up the Prospect file to the critical mass of 800-1500 warm leads for the Monthly Drip Campaign to drip on. This will ensure that the number of direct-mail responses and appointments meets the Advisor’s/Agent’s requirements. Other Sales Assistant Duties:
· Ensures appropriate Etiquette Letters are sent.
· Keeps Service Assistant informed .
· Sees that all Advisor/Agent-conducted seminars are set up and promoted.
· Is never asked to perform service duties—unless Service Assistant is absent .
· Periodically runs and uses Calling List reports to keep database at peak quality.
The basic time-schedule for a committed Sales Assistant requires 30-46 hours per week, including at least one session of evening calling for 2 hours to Clients or existing Prospects who cannot be reached during the day. A good Sales Assistant is:
· Organized, self-motivated, overbearing (towards the Advisor/Agent), dependable, loyal, up, a problem solver, and willing to commit long hours toward the cause when necessary.
· Computer-literate.
· Able to cold-call well and likes it.
· Currently licensed to sell Life and Health Insurance Products or will obtain within 1 year.
· Currently FINRA Series 6 or Series 7 licensed or will obtain within 1 year.
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