Sales Agent

Job Description

Job Description

General Description:

The Sales Agent is responsible for generating new business and managing client relationships through consistent, in-person engagement within an assigned territory. This role focuses on developing and maintaining a strong pipeline of prospects, delivering consultative sales presentations, and contributing to overall agency growth and profitability.

The position requires regular travel and a high level of autonomy, as the Sales Agent operates primarily in the field. Success in this role is driven by the ability to build trusted relationships, identify client needs, and deliver solutions aligned with those needs while adhering to agency standards and regulatory requirements.

Essential Duties and Responsibilities:

Field Sales & Business Development

• Generate new business through in-person meetings, networking, referrals, and community engagement

• Develop and manage a territory-based pipeline of prospects and clients
• Conduct face-to-face sales presentations and close new business opportunities
• Identify and execute cross-selling opportunities to maximize client value

Client Relationship Management

• Build and maintain strong, long-term client relationships through regular in-person contact
• Serve as a trusted advisor by understanding client needs and recommending appropriate coverage
• Support retention efforts through proactive engagement and service

Compliance & Documentation

• Accurately document client interactions, applications, and policy information
• Ensure all sales activities comply with agency standards, carrier guidelines, and regulatory requirements

Collaboration & Team Contribution

• Participate in training, team meetings, and ongoing development initiatives

Supplemental Information:

This job description has been prepared to indicate the general nature and level of the work that the employees perform within their classification. This description is not and cannot be interpreted as an inventory of all the duties, tasks, responsibilities and qualifications required for the employees assigned to this job.

Education and Experience:

Bachelor’s degree or equivalent combination of education and relevant work experience required.

2-40 License Required.

Proven sales experience and customer-facing experience required.

Experience in insurance or Property & Casualty (P&C) preferred.

Strong consultative sales and closing skills.

Ability to build and maintain relationships through in-person interactions

Self-motivated with the ability to work independently in a field-based environment

Strong communication, negotiation, and interpersonal skills

Ability to manage a pipeline and prioritize opportunities effectively

High level of accountability and follow-through

Valid driver’s license with a good driving record

Ability and willingness to travel regularly within assigned territory