Insurance Sales Agent

Insurance Sales Agent

Tulsa, OK Agency

Position Description: As a newly hired sales professional, you'll join our comprehensive sales training program, blending online classes with hands-on field training and mentorship in your assigned area. Your field trainer will cover basic sales cycles and advanced techniques. Prior sales experience is appreciated but not required; we will always prioritize training the right person. You'll manage your local territory, engaging with small to medium-sized businesses across different sectors. This involves in-person meetings with owners and decision-makers, introducing them to tailored supplemental insurance solutions. You'll work with individuals and conduct group presentations for 5 to 50+ employees.

Core Responsibilities: Utilize our customized Salesforce CRM to curate leads and generate clients while expanding your professional network within your territory and neighboring communities Respond to client inquiries via phone, email, or text as needed Schedule meetings with potential and existing clients to understand their insurance needs Attend scheduled calls and meetings with your sales manager and team Personally visit new businesses, develop relationships with local business owners, follow up on referral leads, and reservice existing clients Build and nurture your own client portfolio Collaborate with your sales team manager to set monthly and quarterly sales targets for yourself Plan and adhere to your weekly schedule and working hours; submit your schedule to your sales team manager each week Record daily work stats and sales activity updates at the end of each work day

Qualifications & Desired Soft Skills: Strong interpersonal skills with the ability to build genuine connections quickly. A strong passion for assisting others, resilience in challenging situations, and a track record of exceeding expectations in sales, athletics, or leadership roles. Clearly-defined personal goals, a positive attitude, and optimistic outlook. Quick-thinking with exceptional situational awareness and critical thinking skills. Hunger for learning and growth, strong time management abilities, and the capability to work independently. Individuals with a background in competitive sports, coaching, athletics, or competitive leagues are among our top performers

Additional Qualifications: Pass a high-level pre-employment background check Active Drivers License and reliable transportation Active Health & Life Insurance Producer license in your resident state (or willing to obtain - study course provided and state licensing fees reimbursement available) Bachelor's degree or minimum of 4 years post-high school work experience (candidates within 6 months of degree completion or less than 4 years of professional work experience with relevant sales or athletic background will be considered)

Compensation & Benefits: Comprehensive classroom and field training program Weekly draw pay option plus commissions (no caps and short sales cycle-3 business days) as well as monthly cash sales bonuses, quarterly stock share bonuses, incentive trips, and vested renewal commissions Health, dental and vision benefits offered after 60-days of employment Performance-based promotions Control of your schedule based on results achieved rather than time worked Continuing professional development classes, advanced sales trainings, and leadership development classes Culture of camaraderie, friendly competition, and success mindset