Insurance Sales Agent

Position Description

As a newly hired sales professional, you will join our comprehensive sales training program, blending online classes with hands-on field training and mentorship in your assigned area. Your field trainer will cover basic sales cycles and advanced techniques. Prior sales experience is appreciated but not required; we prioritize training the right person.

You’ll manage your local territory, engaging with small to medium-sized businesses across different sectors. This involves in-person meetings with owners and decision-makers, introducing them to tailored supplemental insurance solutions, and conducting group presentations for 5 to 50+ employees.

• Utilize our customized Salesforce CRM to curate leads and generate clients while expanding your professional network within your territory and neighboring communities.
• Respond to client inquiries via phone, email, or text as needed.
• Schedule meetings with potential and existing clients to understand their insurance needs.
• Attend scheduled calls and meetings with your sales manager and team.
• Personally visit new businesses, develop relationships with local business owners, follow up on referral leads, and re‑serve existing clients.
• Build and nurture your own client portfolio.
• Collaborate with your sales team manager to set monthly and quarterly sales targets for yourself.
• Plan and adhere to your weekly schedule and working hours; submit your schedule to your sales team manager each week.
• Record daily work stats and sales activity updates at the end of each work day.

• Strong interpersonal skills with the ability to build genuine connections quickly.
• A strong passion for assisting others, resilience in challenging situations, and a track record of exceeding expectations in sales, athletics, or leadership roles.
• Clearly‑defined personal goals, a positive attitude, and an optimistic outlook.
• Quick‑thinking with exceptional situational awareness and critical‑thinking skills.
• Hunger for learning and growth, strong time‑management abilities, and the capability to work independently.
• Individuals with a background in competitive sports, coaching, athletics, or competitive leagues are among our top performers.

• Pass a high‑level pre‑employment background check.
• Active Driver’s License and reliable transportation.
• Active Health & Life Insurance Producer license in your resident state (or willingness to obtain – study course provided and state licensing fees reimbursement available).
• Bachelor’s degree or minimum of 4 years post‑high‑school work experience (candidates within 6 months of degree completion or with less than 4 years of professional work experience and a relevant sales or athletic background will be considered).

• Comprehensive classroom and field training program.
• Weekly draw pay option plus commissions (no caps and short sales cycle – 3 business days) as well as monthly cash sales bonuses, quarterly stock share bonuses, incentive trips, and vested renewal commissions.
• Health, dental and vision benefits offered after 60 days of employment.
• Performance‑based promotions.
• Control of your schedule based on results achieved rather than time worked.
• Continuing professional development classes, advanced sales trainings, and leadership development classes.
• Culture of camaraderie, friendly competition, and a success mindset.

Apply now to be part of a team that embraces challenges and rewards effort!

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