Licensed Insurance Sales Professional (P&C and Life & Health)

Job Description

Job Description

Company: Summit Insurance
Location: Oregon & Washington (Licensed in Both States Preferred)
Job Type: Full-Time, In-Person/Hybrid Opportunities Available

Build Your Insurance Career with Summit Insurance

Are you an experienced, licensed insurance sales professional looking for unlimited earning potential, a supportive team, and opportunities for growth? Summit Insurance is seeking motivated, results-driven Insurance Sales Professionals who are licensed in Property & Casualty and Life & Health insurance and passionate about helping clients protect what matters most.

This position offers a competitive base salary, uncapped commission structure, bonus opportunities, qualified leads, and the ability to earn $100,000+ annually while building lasting client relationships and making a positive impact in the community.

Position Summary

As a Licensed Insurance Sales Professional, you will be responsible for generating new business, cross-selling existing customers, and providing consultative insurance solutions across auto, home, renters, umbrella, life, health, and other insurance products. You will leverage your sales expertise and insurance knowledge to educate customers, identify coverage needs, and deliver exceptional customer experiences.

Key Responsibilities

Sales & Business Development

• Achieve and exceed individual sales and revenue goals.
• Generate new business through referrals, prospecting, networking, community involvement, and agency-provided leads.
• Cross-sell Property & Casualty and Life & Health products to existing customers.
• Conduct comprehensive insurance reviews to identify customer needs and coverage gaps.
• Present customized insurance solutions that protect customers' families, assets, and financial futures.
• Develop and maintain a consistent sales pipeline.
• Meet or exceed monthly, quarterly, and annual production goals.

Customer Relationship Management

• Build and maintain strong relationships with clients through consultative selling and trusted advice.
• Educate customers on coverage options, policy features, benefits, and exclusions.
• Deliver exceptional customer service before, during, and after the sale.
• Perform proactive policy reviews and retention activities.
• Support customers with policy changes, renewals, and claims-related questions.
• Create a positive and professional customer experience.

Operations & Compliance

• Maintain accurate client records and documentation within agency management and CRM systems.
• Ensure compliance with Oregon and Washington insurance regulations and carrier guidelines.
• Stay current on insurance products, underwriting requirements, industry trends, and licensing requirements.
• Complete ongoing training and professional development opportunities.

Qualifications

Required

• Active Property & Casualty License in Oregon and Washington (or ability to obtain reciprocal licensing).
• Active Life & Health License in Oregon and Washington (or ability to obtain reciprocal licensing).
• Minimum 2–3 years of insurance sales experience.
• Proven track record of meeting or exceeding sales goals.
• Strong prospecting, closing, and relationship-building skills.
• Excellent verbal and written communication skills.
• Self-motivated, goal-oriented, and highly organized.
• Ability to work independently while contributing to a collaborative team environment.

Preferred

• 5+ years of insurance sales experience.
• Multi-line insurance sales experience.
• Existing referral network or book of business.
• Experience with agency management systems and CRM platforms.
• Bilingual skills are a plus.

Compensation

Total Compensation Opportunity: $100,000+ Annually

• Competitive base salary
• Uncapped commission structure
• Performance-based bonuses and incentives
• Cross-selling incentives
• Monthly and annual sales contests
• Qualified lead opportunities

Compensation is based on licensing, experience, sales performance, and production results.

Benefits

• Paid Time Off (PTO)
• Flexible work schedule
• Training and onboarding opportunities
• Professional development opportunities
• Career advancement opportunities
• Positive and collaborative work environment
• Company-sponsored recognition programs and team events
• Hybrid/work-from-home opportunities based on business needs and performance

Why Join Summit Insurance?

• Competitive compensation with uncapped earning potential
• Comprehensive training and ongoing support
• Strong leadership committed to employee success
• Growth-focused culture with advancement opportunities
• Opportunity to serve clients throughout Oregon and Washington
• Meaningful work helping individuals and families protect what matters most

If you are a motivated, licensed insurance professional who thrives in a sales-driven environment and enjoys helping customers protect their families, assets, and futures, we encourage you to apply and grow your career with Summit Insurance.