Insurance and Benefits Sales Representative

Job Description

At The Whittingham Agencies, we are rapidly growing and seeking qualified candidates to fill some openings we currently have in our office. We are mainly looking for people who aspire for leadership along with good communication skills to help us with expansion of our office. A qualified candidate will have a strong understanding of the process, excelling at customer service with existing clients, building relationships, and closing deals.

The ideal candidate will be a quick learner with strong negotiating skills, and the ability to adapt and adjust quickly when necessary.

They will be often tasked with giving presentations, attending weekly training events, and helping with professional development. It is essential that the candidate rep be personable and professional.

Objectives of this Role

• Represent our company’s products and services, starting with a deep and comprehensive understanding and following with consumer research to identify how our solutions meet needs
• Meet weekly, monthly, and annual objectives through the successful implementation of our sales and marketing strategies and systems
• Build relationships, planning and organizing daily work schedule to call on existing and new clients
• Develop and implement territory action plan through comprehensive data analysis, and adjust sales techniques based on interactions and results in the field

Daily and Monthly Responsibilities

• Maintain working relationships with existing clients to ensure exceptional service and identification of potential new sales opportunities
• Identify appropriate prospects, set appointments, make effective qualifying sales calls, and manage sales cycle to close new business in all service categories offered
• Prepare professional, complete, concise and accurate reports and other documentation as required for field presentations

Skills and Qualifications

• 1-3 year experience in Sales, Customer Service, Retail preferred but not necessary
• Excellent communication, interpersonal, problem‑solving, presentation, and organizational skills
• Personal integrity
• Motivated, coach‑able, hard working and have a passion for helping people
• Ability to travel when necessary (office minimum once a week)
• A valid US Driver’s license and reliable vehicle
• Ability to pass a background check

What We Offer

• $60‑$80k+ 1st year potential
• Competitive sales and management bonuses
• Industry leading incentives, up to 3 company sponsored vacation trips per year
• Hands‑on training in classroom and out in the field with an experienced leadership member
• Accelerated growth potential: sales rep to team leader within 90 days
• Lifetime vesting in renewals where you are paid for past performance
• Ongoing corporate‑sponsored sales and leadership training seminars
• Job Types: Contract, Permanent, Full‑time
• Salary: $60,000.00 – $80,000.00 per year
• Benefits:
  Flexible schedule, Supplemental Benefits, Renewal Vesting, Company paid trips, Leadership Development, Health insurance, Paid time off
• Supplemental pay types:
  Bonus opportunities, Commission pay
• Weekly day range:
  Monday to Friday, Weekends as needed
• Work setting:
  In the field (primarily), Office, Hybrid work
• Ability to commute/relocate: reliably commute or planning to relocate before starting work (Required)
• License/Certification:
  Insurance Producer License (Preferred), Life, accident and health Insurance License (Preferred)