Job Description

POSITION SUMMARY

As the Business Development Representative for the Joseph Luke Munguia Agency, you will play a pivotal role in driving attention and activity to our agency as our communities trusted and reliable insurance advising team. This position has a strong emphasis on outbound activity and prospecting to generate appointments for our sales team via outbound cold and warm calling, prospecting via social media, and supporting in networking initiatives.

ABOUT US

The Joseph Luke Munguia Agency of American Family Insurance is rooted in integrity, excellence, and community engagement, as we strive to offer tailored insurance solutions that protect what matters most. With a focus on innovation and customer-centric service, we empower our dedicated team to make a positive impact and build lasting relationships within our communities. We are a family owned and operated agency with serious goals that we are committed to achieving. We care deeply about our team members and strive to provide an environment where each member of the team has the ability to achieve their personal, professional and financials goals.

OBJECTIVES

· Lead Generation: Prospect internet leads, cold call lists, and engage with warm leads to schedule appointments for our licensed agents.

· Appointment Setting: Qualify prospects and schedule meetings with our sales agents, ensuring a smooth handoff for the sales process.

· Client Onboarding Support: Assist in the initial onboarding process for new clients, including gathering basic information and scheduling follow-up meetings

· Social Media Outreach: Actively participate in social media groups, engage with potential clients, and conduct direct outreach to generate interest and set appointments.

· Client Onboarding Support: Assist in the initial onboarding process for new clients, insuring new clients feel welcomed, informed, and familiar with our agency.

· Database Management: Maintain accurate records of lead interactions, follow-ups, and appointment scheduling in our CRM system.

· Follow-Up Communication: Conduct follow-up calls and emails to nurture leads and maintain engagement.

COMPETENCIES

Strong interpersonal and communication skills, with the confidence to make outbound calls and engage with clients.
Highly Organized with excellent time management skills
Strong ability to take initiative and be resourceful when generating leads
Ability to work part of a team and proven ability to be accountable and responsible to expectations
Intermediate experience with social media platforms (LinkedIn, Facebook, Instagram).
Experience with CRM systems is preferred but not required
Strong organizational skills and the ability to manage multiple tasks efficiently.

REQUIREMENTS

2+ years in a professional setting, preferrable in sales
Experience handling small business prospecting and social media engagement

PHYSICAL REQUIREMENTS

Prolonged periods sitting at a desk and working on a computer
This position will require travel - up to 15%

COMMITMENT TO DIVERSITY

As an equal opportunity employer committed to meeting the needs of a multigenerational and multicultural workforce, Joe Luke Munguia Agency recognizes that a diverse staff, reflective of our community, is an integral and welcome part of a successful and ethical business. We hire local talent at all levels regardless of race, color, religion, age, national origin, gender, gender identity, sexual orientation, or disability, and actively foster inclusion in all forms both within our company and across interactions with partners, candidates, and partners.

If this position caught your eye, send us your resume! For best consideration, include the job title and source where you found this position in the subject line of your email to jmungui2@amfam.com.

Not for you, but know someone who may be a good fit? Recommend this role to someone in your circle and if hired, you will be eligible for a $250 gift card! Send an email to jmungui2@amfam.com with an introductory email to be eligible for referral.

Job Types: Full-time, Part-time

Pay: $22.00 - $25.00 per hour

Expected hours: 30 – 40 per week

Experience: