Insurance Sales Representative

Job Description

The Wingerd Insurance Agency is seeking a motivated, energetic, and goal-oriented Entry-Level Insurance Sales Representative to join our growing insurance agency. This is an excellent opportunity for someone looking to build a successful career in the insurance and financial services industry.

No previous insurance experience is required. We are looking for individuals with strong communication skills, a positive attitude, a willingness to learn, and the motivation to succeed in a sales-driven environment.

The Entry-Level Insurance Sales Representative will work with clients to identify their insurance needs and provide solutions to help protect their families, vehicles, homes, businesses, and financial futures.

Benefits

• Paid Time Off (PTO)
• Mon-Fri Schedule
• Career Growth Opportunities
• Hands on Training
• Leads Provided
• Licensing Assistance
• Business Casual
• Paid Holidays
• Monthly Bonus Opportunities
• Weekly Team Meetings
• Appreciation Lunches

Responsibilities

• Meet with prospective and current customers to discuss their insurance needs.

• Educate customers about available insurance products and coverage options.

• Generate new business through phone calls, referrals, networking, lead follow-up, and other sales activities.

• Develop and maintain relationships with new and existing customers.

• Prepare insurance quotes and present coverage options.

• Follow up with prospects and leads in a timely and professional manner.

• Meet or exceed individual sales and activity goals.

• Cross-sell additional insurance products when appropriate.

• Maintain accurate customer and prospect information in the agency’s CRM and management systems.

• Provide excellent customer service and assist clients throughout the sales process.

• Participate in training programs and ongoing professional development.

• Stay current on insurance products, agency procedures, and licensing requirements.

Requirements

• High school diploma or equivalent required.
• Previous sales, customer service, retail, or relationship-building experience is preferred but not required.
• Strong communication and interpersonal skills.
• Comfortable speaking with customers in person, over the phone, and through digital communication.
• Highly motivated, dependable, and goal-oriented.
• Strong work ethic and willingness to learn.
• Ability to take direction, receive coaching, and apply feedback.
• Comfortable working in a performance-based sales environment.
• Basic computer and technology skills.
• Ability to obtain and maintain the required insurance license, if not currently licensed.