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.

Job Purpose:

Agency Sales Representatives are skilled in obtaining leads and closings and are responsible for generating new revenue through the sales of the company’s services. In addition to possessing excellent customer service skills, the Sales Representative works directly with executives and key personnel to identify, strategize, prioritize, and pursue new and existing opportunities. The ideal candidate will understand the need to continuously develop and feed a sales funnel, generate new opportunities, and close on opportunities in order to a thrive in a fast paced agile working environment.

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, Skills and Abilities:

• 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.

Basic Qualifications:

• 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.

Preferred Qualifications:

• 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.

Supervisory Responsibility:

This position has no supervisory responsibilities.

Work Environment:

Working professionally in a remote capacity in the field making sales calls, attending meetings and following up with clients. Depending on location, may routinely operate in a professional office environment that uses standard office equipment such as computer, phone and photocopiers.

Physical Requirements/ADA:

No unusual physical requirements. Requires no heavy lifting, and nearly all work is performed in a comfortable indoor facility.

Routine deadlines; usually sufficient lead time; variance in work volume seasonal and predictable; priorities can be anticipated; some interruptions are present; travel or other inconveniences have advance notice; involves occasional exposure to demands and pressures from persons other than immediate supervisor.

Job frequently requires sitting, handling objects with hands.

Job occasionally requires standing, walking, reaching, talking, hearing, and lifting up to 20 lbs.

Vision requirements: Ability to see information in print and/or electronically.

Position Type/Expected Hours of Work:

Days and hours of full –time position are Monday through Friday, 8:00 a.m. to 5 p.m.

Travel:

Travel is expected for this position.