Sales Representative (Connecticut)
Location
United States
Posted
3 days ago
Salary
Not specified
No structured requirement data.
Job Description
Portland, Oregon-based WFG National Title Insurance Company (WFG), a Williston Financial Group company, is a new breed of national real estate service providers and title insurance companies powered by innovation and collaboration. Founded in 2010, WFG has become the 6th truly national title underwriter and accomplished that faster than any other underwriter in history by creating and delivering a comprehensive suite of real estate-related services and technology. In all that it does, WFG strives to improve the real estate transaction, while increasing transparency and empowerment to the title agent, lender, realty professional and consumer.
WFG enjoys a Financial Stability Rating of A’ (A prime) as assigned by Demotech, Inc. Built around the directive to “communicate, collaborate, coexist,” WFG has worked to introduce a superior level of client commitment and service to the traditional mortgage and real estate industries, working to meet the changing needs of its clients, agents and associates. For more information, please visit www.WFGNationalTitle.com.
Essential Job Functions:
- Adheres to company policies, engages in WFG company culture that emphasizes engagement in our 4 Cs, quality of work and high performance.
- Retain communication and build relationships with clients by making in-person and virtual calls.
- Obtain and maintain knowledge of services offered on company and client sides.
- Identify and initiate contact with potential clients and opportunities, qualify potential clients to ensure a match for the Company’s client criteria.
- Presents a compelling, differentiating, agent-focused statement to obtain new business.
- Presents and instructs prospective agencies on the WFG agency application.
- Onboards new agents to WFG’s systems, resources, and forms.
- Introduces new agents to WFG underwriting, title production and admin personnel.
- Promotes and plans agent events, virtual and in-person.
- Maintains CRM daily with customer contacts, calls, meetings and details.
- Conducts a minimum quarterly visit to all customers in assigned territory.
- Works with Agency Manager and Agency Admin to collect timely receipt of policies premiums remittances due from agents.
- Identifies any risks and helps to develop an action plan to minimize exposure/liability and escalates to manager when needed.
- Communicates with Sales leadership on a regular basis.
- Participates in events such as trade shows and/or sales conferences.
- Stays abreast on current trends, industry changes, and maintains knowledge of industry regulations.
- Strives to continuously meet or exceed performance goals and departmentally defined objectives.
- Ability to travel based upon client or company needs.
- Knowledge of sales principles and methods of selling products and services; including marketing strategy, tactics and sales techniques. Some roles require a minimum of 5 years of business sales experience, including a minimum of two years of successfully selling services.
- Ability to understand and apply market intelligence to sales strategies, identify client needs and make recommendations.
- Executive presence to influence senior decision-makers.
- Knowledge of financial and servicing industry.
- Excellent interpersonal and leadership skills including the ability to work well independently and in a team environment.
- Strong customer service ethic and outstanding ethical standards.
- Meets or exceeds Federal & State compliance requirements.
- Possess solid negotiation and closing skills.
- Interactive software such as Zoom, BombBomb, etc.
- High school diploma or equivalent.
- Strong Oral and written communication skills.
- Proficiency with computers, Microsoft Office Suite, CRM, and handheld devices.
- Ability to multi-task and work in a fast paced environment; strong organizational skills.
- Must successfully pass a criminal history background check.
- Bachelor’s degree in business, finance or related field.
- 3-5 years’ experience in Title Insurance/Settlement Services Sales.
- Title Marketing License or able to qualify and obtain the license with the Department of Insurance.
Work Environment:
Physical Requirements/ADA:
Position Type/Expected Hours of Work:
Travel:
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