Sales Representative Intern

Job Overview:

The Intern – Growth and Acquisition will support the team in acquiring new agents, driving sales efforts, and managing agent accounts. This role provides a hands-on opportunity to learn about customer acquisition, sales strategies, and account management in the insurance industry. The intern will contribute to the team’s efforts to expand Agencify’s footprint while ensuring exceptional agent satisfaction and engagement.

Key Responsibilities:

Acquisition

• Assist in identifying and researching potential agent leads using various tools and platforms.
• Support the on-boarding process for new agents by coordinating documentation, setting up accounts, and scheduling training sessions.
• Help automate parts of the agent application and verification process to ensure efficiency.
• Gather feedback from new agents on the on-boarding process to identify areas for improvement.
• Collaborate with the marketing team to create targeted campaigns that attract new agents to the platform.

Sales

• Assist in preparing sales presentations and pitches for prospective agents.
• Support the sales team in following up with leads and tracking their progress through the sales funnel.
• Contribute to the development of promotional materials for new product categories.
• Monitor competitor activities and trends to identify opportunities for differentiation.
• Help organize and participate in agent recruitment events, webinars, and workshops.

Account Management

• Act as a point of contact for newly on boarded agents, addressing their initial questions or concerns.
• Track and analyze agent activity and platform usage to identify engagement patterns.
• Assist in implementing strategies to improve agent retention and satisfaction.
• Support the creation of agent feedback loops by collecting input and sharing insights with relevant teams.
• Work with the product team to propose solutions to recurring agent issues.

Qualifications:

• A degree in Business Administration, Marketing, or a related field.
• Strong communication and interpersonal skills.
• Proactive, organised, and eager to learn.
• Basic understanding of sales and marketing principles is an advantage.
• Familiarity with CRM software or data analysis tools is a plus.

Learning Opportunities:

• Gain experience in customer acquisition and sales within a growing technology-driven organization.
• Develop account management skills, including relationship-building and data analysis.
• Learn to work with cross-functional teams such as marketing, product, and customer support.
• Understand the insurance industry and the dynamics of agent-insurer relationships.
• Gain exposure to tools and technologies used for CRM, analytics, and automation.

Performance Indicators:

• Number of new agents acquired through direct or indirect efforts.
• Timeliness and quality of support provided during on boarding.
• Contribution to sales campaigns and their success metrics.
• Feedback from agents and team members on collaboration and responsiveness.