Insurance Sales Agent

Employer Industry: Insurance Services

• Opportunity for career advancement and growth within the organization
• Comprehensive training, mentoring, and support to enhance earning potential
• Flexible work environment that encourages entrepreneurial spirit
• Chance to build and manage a robust portfolio of clients
• Opportunity to create tailored risk management strategies for diverse clients
• Engaging role that emphasizes relationship building and customer loyalty

• Create tailored risk management strategies directly with clients that align with their risk profiles
• Continue education on evolving insurance industry protocols and monitor insurance claims
• Maintain accurate bookkeeping systems, sales databases, and customer records to report progress on sales quotas
• Develop and implement effective sales strategies to grow existing portfolios and ensure long‑term customer loyalty
• Assess new and potential clients' priorities and finances to determine suitable insurance plan options

• High school diploma required; bachelor's degree preferred
• Must possess an insurance license
• Demonstrated comprehension of the insurance industry, products, and associated regulations
• Basic computer skills with proficiency in Microsoft Office suite
• Excellent communication, customer service, analytical, and interpersonal skills

• Some experience with accounting or sales lead software is beneficial
• Fluency in Spanish, Vietnamese, and/or Chinese is preferred but not required

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We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top‑tier employer.