Insurance Sales Representative

Job Summary

We are seeking a motivated and customer-focused Insurance Sales Representative to join our team. In this role, you will help individuals and businesses identify their insurance needs and recommend appropriate coverage solutions. The ideal candidate is a strong communicator with excellent sales skills, a passion for building relationships, and a commitment to providing exceptional customer service.

• Generate new business through prospecting, networking, referrals, and lead follow-up.
• Meet with prospective and existing clients to assess their insurance needs.
• Recommend suitable insurance products, including life, health, auto, home, commercial, or other coverage based on client requirements.
• Prepare and present insurance quotes and explain policy features, benefits, exclusions, and premiums.
• Build and maintain long-term client relationships through regular follow-up and excellent service.
• Achieve or exceed individual sales targets and performance goals.
• Process applications, renewals, endorsements, and policy changes accurately and efficiently.
• Stay informed about insurance products, market trends, and regulatory requirements.
• Maintain accurate client records using CRM and agency management systems.
• Collaborate with underwriting and customer service teams to ensure a smooth client experience.

• High school diploma or equivalent; post-secondary education in business, finance, or a related field is an asset.
• Valid insurance license (or ability to obtain one, as required by local regulations).
• Previous experience in sales, customer service, or the insurance industry is preferred.
• Strong interpersonal, negotiation, and communication skills.
• Ability to work independently and manage multiple priorities.
• Proficiency in Microsoft Office and CRM software.
• Strong organizational and problem‑solving abilities.

• Proven ability to meet or exceed sales goals.
• Excellent relationship‑building and customer service skills.
• Self-motivated with a results‑oriented mindset.
• Professional, ethical, and detail‑oriented.
• Ability to explain complex insurance products in simple, understandable terms.

• Competitive base salary plus commission and performance incentives.
• Health and dental benefits.
• Paid vacation and holidays.
• Professional development and licensing support.
• Career advancement opportunities.
• Retirement savings program (where applicable).

• Full‑time position.
• Office‑based
• Occasional evening or weekend appointments may be required to meet client needs.
• Local travel may be required for client meetings and networking events.

A successful Insurance Sales Representative consistently builds trust with clients, achieves sales targets, maintains regulatory compliance, and delivers exceptional service that results in long-term customer relationships and referrals.

Here’s a more compelling, recruitment‑focused version designed to attract high‑performing sales professionals who are motivated by purpose, teamwork, and success:

This is more than a sales career—it's an opportunity to change lives while building a rewarding future of your own.

We're looking for driven, ambitious professionals who thrive in a collaborative, high‑performance environment and are passionate about helping others. As part of our top‑performing team, you'll empower individuals, families, and businesses to protect what matters most by providing trusted guidance and personalized insurance solutions.

Success here isn't achieved alone. You'll be surrounded by experienced mentors, supportive leaders, and like‑minded professionals who celebrate wins, share knowledge, and challenge each other to reach new heights. Together, we foster a culture of…