The Hartford Financial Services Group, Inc

Sr Personal Insurance Sales Representative

The Hartford Financial Services Group, Inc • $82K — $123K *
San Francisco, CA 94112In-Person
Finance & Insurance
Less than 5 years of experience
2 months ago
Job Overview by Ladders

Qualifications

  • 5-7 years of field sales or territory management experience, preferably in Personal Insurance.
  • Demonstrated excellence in sales performance and self-motivation.
  • Strong negotiation and persuasion skills.
  • Exceptional interpersonal and communication skills.
  • Excellent organizational and time management capabilities.
  • Ability to build and maintain client relationships.
  • Analytical mindset to inform strategic decisions.

Responsibilities

  • Achieve or exceed sales plans for new policy issuances and profitability.
  • Develop actionable Territory and Agency Sales Plans aligned with strategic goals.
  • Utilize data analytics to assess plan outcomes and adjust strategies.
  • Follow a structured consultative sales process to ensure consistency.
  • Manage time effectively, prioritizing agency engagement and team collaboration.
  • Identify market opportunities and align agency partnerships for growth.
  • Conduct meaningful agency meetings to strengthen relationships and drive sales.

Benefits

  • Hybrid work arrangement with flexibility.
  • Opportunity for professional development and training initiatives.
  • Access to tools and resources to enhance agent performance.
  • Engagement with a supportive team culture focused on sales excellence.
  • Potential for bonuses and long-term incentives.
Full Job Description
Sr PL Field Sales Rep - SD08AE

The Personal Insurance Sales Rep must embody a culture of high performance in sales, driven by a mindset of excellence. They will rigorously adhere to a structured sales process, consistently executing Sales Excellence Principles. Collaborating with both existing and potential independent agencies, they will cultivate profitable relationships while serving as a trusted advisor. Responsible for crafting and implementing a robust agency management and territory sales plan, the Rep will strive to surpass production and profit targets within their assigned territory. This role requires in-person engagements with travel required across the territory, supplemented by virtual visits tailored to agency partners' geographic locations.

This role covers the State of California and the candidate must reside in California.

SALES EXPECTATIONS

Responsibilities
  • Accountable for achieving or exceeding territory sales plans for new policy issuances, increasing new written premium, enhancing retention rates, and maximizing profitability.
  • Builds actionable Territory and Agency Sales Plans that align with our strategic initiatives and financial targets, ensuring success in a high-performance sales environment.
  • Leverage advanced data analytics and tools to track plan outcomes, effectively communicate insights, and implement strategic actions.
  • Adheres to a disciplined consultative sales process and upholds the consistent execution of Sales Principles, driving success.
  • Demonstrates discipline and focus on flow management to ensure adequate flow/bridging with an optimal mix of business to consistently surpass financial targets for both agency and territory.
  • Optimizes time allocation with a focus on agency engagement dedicating 60% to drive desired outcomes, while efficiently managing 25% on territory oversight and agency pre-post-call management. The remaining 15% is strategically devoted to fostering team cohesion through huddles, personal development, and comprehensive training initiatives, ensuring peak performance in a high- performance sales culture.


TERRITORY MANAGEMENT
  • Cultivates a comprehensive grasp of the assigned territory, identifying the precise blend and quantity of agents poised to capitalize on market opportunities, aligning seamlessly with sales representatives' territorial financial goals.
  • Leverages an extensive understanding of industry trends and best practices, nuanced state regulations, current market dynamics, and competitor insights to strategically position agencies for optimal business development and growth.
  • Prioritizes agents for maximum potential, gauging potential across various segments, including Strategic Partners, large groups, and agents with untapped capacity fostering a dynamic and results driven sales culture.
  • Develop strategic sales call plans to effectively prioritize and leverage agency contacts and activities, ensuring a consistent and sustainable flow of target market business.
  • Align Hartford's strategies, support, tools, initiatives, and resources to consistently boost market share in collaboration with agency partners, fostering a harmonious and mutually beneficial relationship.
  • Demonstrate proficiency in prospecting and cultivating relationships with new independent agents to secure personal lines appointments with The Hartford.


AGENCY MANAGEMENT
  • Conduct impactful in-person or virtual sales meetings to forge and nurture agency relationships with key stakeholders, driving growth, profitability, and client retention.
  • Empowers agents to optimize their revenue potential by equipping them with tools and information that highlight The Hartford's unique value proposition, setting it apart from competitors and enhancing overall sales performance.
  • Utilizes all available resources and strategies to propel growth and profitability, encompassing agent training, compensation structures, sales initiatives, marketing resources, cooperative programs, social media engagement, and more.
  • Possesses an in-depth understanding of the mature market preferences and effectively educates agents on strategic marketing approaches to drive agency revenue within this demographic segment. Has a deep understanding of the preferred mature market and educates agents on how to market and drive agency revenue.
  • Exemplifies the essence of the personal lines agency value proposition, instilling in agents the principle of prioritizing value over price, thereby empowering them to serve the best interests of their preferred mature clients with conviction and integrity.


QUALIFICATIONS
  • Prior field sales / territory management experience required; Personal Insurance preferred
  • Proven outstanding sales performance; fiercely driven, self-motivated, and possesses an unwavering determination to succeed.
  • Proficiency in negotiation and persuasion.
  • Excellent interpersonal and communications skills.
  • Strong organizational and time management skills.
  • Proven ability to cultivate and maintain relationships.
  • Adaptable to changing market conditions.
  • Analytical skills to drive results.
  • Ability to work well independently and adapt to changes.
  • Technologically savvy (e.g., Microsoft tools such as Sales Force, Teams, Word, Excel, and PowerPoint).
  • Ability to travel within assigned territory.


LOCATION

This role will have a Hybrid work arrangement, with the expectation of coming into an office as business needs arise. This role covers the State of California and the candidate must reside in California.

Compensation

The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is:

$82,400 - $123,600

About The Hartford Financial Services Group, Inc

The Hartford is an industry leading provider of property and casualty insurance, group benefits and mutual funds. Throughout our rich history of more than 200 years, countless businesses and individuals, including Robert E. Lee, Abraham Lincoln and Babe Ruth, have turned to our company for protection. The Hartford celebrated its 200th anniversary in 2010.

The Hartford Financial Services Group, Inc. Careers

Join the esteemed team at The Hartford Financial Services Group, Inc., a leader in investment and insurance, where we offer more than just job opportunities—we provide a platform for professional growth and innovation. As one of the most respected names in the financial services industry, The Hartford is dedicated to fostering a culture of diversity, leadership, and continuous development.

Work You’ll Do

Embark on a career with The Hartford and contribute to our mission of helping customers achieve amazing financial outcomes. You will have the chance to work alongside a team of experts who are not only skilled in their fields but are also passionate about making a difference.

Transform Your Career

At The Hartford, we believe in nurturing talent through comprehensive training programs and robust career development opportunities. Our commitment to professional growth is evident in our dynamic leadership and diversity training programs that prepare you for the future.

Innovate with Us

Innovation is at the heart of everything we do at The Hartford. Join us and bring your unique perspective to help shape the future of financial services. Our collaborative environment encourages creativity and is the perfect place to advance your skills in groundbreaking ways.

Be Part of a Great Team

The Hartford is not just a company; it's a community. We pride ourselves on a workplace culture that upholds the values of inclusivity and teamwork. By joining us, you’ll work on diverse teams that value your insights and encourage networking and mutual support.

Future-Proof Your Career

With a wide range of job opportunities, from internships to full-time positions, The Hartford offers a path for everyone. Whether you’re just starting out or looking to take your career to the next level, we provide the tools and support needed to succeed. Our benefits package is designed to ensure that our team members are well taken care of, not only at work but in all aspects of life.

Explore Job Opportunities and Internships

Whether you're polishing your resume, preparing for an interview, or seeking to enhance your employment experience, The Hartford has a position to match your skills and ambitions. We are continuously hiring and looking for new talent to join our thriving team.

Stay Connected

Join Our Team Search open positions that match your skills and interest at The Hartford. We look for passionate, curious, creative, and solution-driven team players.

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Learn more about The Hartford Financial Services Group, Inc
Size
18,500 employees
Market Cap
$24.1 billion
Industry
Finance & Insurance
Net Income
$1.7 billion
Founded
1810
5 Year Trend
+6.5%
Revenue
$20.5 billion
NASDAQ
HIG
* Ladders Estimates

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