Agent Sales Advisor
Job description
Primary Responsibilities
- Initiate, build and maintain relationships with assigned agents.
- Target agent recruitment meetings.
- Attend sales events, trade shows and road shows to initiate relationships.
- Act as agent’s primary Ritter contact.
- Assist agent with all enrollment questions and sales needs.
- Reach annual/quarterly benchmark for new agent contracts and production within assigned territory.
- Establish methods and procedures for obtaining specific goals and objectives
- working from detailed and general instructions.
- Ability to establish priorities, work independently, and proceed with objectives to meet individual and team goals.
- Maintain current status on all sales leads as received.
- Able to move lead through Ritter Sales Flow process
- Update leads through conversion
- Convert agent leads from direct mail, digital content, inbound call, and agent referrals to active contracted agent
- Must have a working knowledge of the Ritter Platform.
- Overview Ritter tools, services and the Ritter Philosophy
- Provide contracting instruction
- Assist with agent registration
- Must have knowledge of all products in assigned territory.
- Identify product strength/weaknesses through use of Sales Department resources
- Ability to identify agent contracting needs;
- Ability to offer alternative contract options when needed
- Act as back-up to other Agent Advisors on sales leads, calls, and emails as needed.
- Cross-Team workflow coordination to resolve agent issues requiring additional back end operational agent support.
- Additional projects and responsibilities as assigned by supervisor.
Primary Skills &Requirements
- High School Diploma or equivalent.
- Basic understanding of insurance and agent relationship.
- Knowledge of Sales, Marketing, Contracting, and New Business operations and procedures.
- Some experience necessary. If no experience general path is one year as an Agent Sales Assistant Team Support Coordinator.
- Good communication skills, especially over the phone.
- Good computer and typing skills.
- Good customer service skills.
- Soft sales skills.
- Ability to operate related computer applications and other business equipment including email, copy machine, scanner, fax machine, and telephone.
- Travel required.
About Integrity
Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.
Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.
Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone or online. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.
Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.
Skills mentioned

Integrity is the nation's largest independent distributor of life and health insurance products, founded in 2006 with a mission to make insurance simpler and more human. Through an innovative omnichannel platform, Integrity leverages cutting-edge technology, data-driven insights, and a genuine human touch to deliver comprehensive life, health, and wealth planning solutions. The company has grown strategically through a unique acquisition model, partnering with agencies and firms across the country to build an expansive network that serves Americans' evolving needs. What sets Integrity apart is its commitment to empowering both agents and clients. The company's proprietary IntegrityCONNECT platform gives agents instant access to multiple carrier comparisons, enabling them to deliver better rates and smarter coverage options. Integrity fosters a culture of ownership and collaboration - literally, through an Employee Ownership Plan that makes team members part owners. With over 5,000 employees across the country and a family-first approach, Integrity continues to innovate in the insurance space while maintaining the personal relationships that are at the heart of their business.
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