Insurance Sales Development Representative; Producer

Job Description

Insurance Sales Development Representative (Future Producer)

Adrean Insurance Agency is seeking a motivated and ambitious Sales Development Representative to join our growing team. This position is ideal for someone who enjoys talking with people, is goal-oriented, and is interested in building a long-term career in insurance sales.

This role begins with outbound prospecting and appointment setting. Top performers will have the opportunity to obtain their insurance license and advance into a Producer role with significant earning potential.

• Make outbound calls to prospective customers using agency-provided lead lists
• Generate auto, home, renters, and commercial insurance quote opportunities
• Qualify prospects and gather information needed for quote preparation
• Schedule appointments for licensed insurance agents
• Follow up with internet leads, referrals, and prior prospects
• Re‑contact existing customers for account reviews and cross‑selling opportunities
• Accurately document all conversations and activities in the agency CRM
• Meet or exceed daily call, contact, and quote generation goals
• Maintain a professional and positive attitude while representing the agency
• Participate in ongoing sales training and professional development
• Learn agency products, sales processes, and customer service standards
• Assist with lead generation campaigns and community marketing initiatives as assigned

• Make 100‑150 outbound calls per day
• Generate 8 personal lines quote opportunities per day
• Generate 1‑2 commercial quote opportunities per day
• Maintain accurate CRM records and follow‑up activities
• Consistently meet attendance and productivity standards

• Strong communication and interpersonal skills
• Positive attitude and competitive spirit
• Self‑motivated and goal‑oriented
• Comfortable making outbound calls
• Coachable and willing to learn
• Reliable attendance and strong work ethic
• Ability to thrive in a fast‑paced sales environment
• Previous sales, customer service, appointment‑setting, call center, or business development experience is helpful but not required

• Hourly pay plus performance incentives
• Paid training
• Career advancement opportunities
• Opportunity to become a licensed insurance producer
• Ongoing coaching and development
• Supportive team environment
• Long‑term growth potential

This position is designed to develop future insurance producers. Top performers who demonstrate consistency, professionalism, and sales aptitude may be sponsored to obtain their Oklahoma insurance license and advance into a Producer position with uncapped commission opportunities.

• Mon‑Fri schedule
• Hands‑on training
• Career growth opportunities
• Paid time off (PTO)