Insurance Sales Lead

Job Description

Job Description

Benefits:

• Competitive salary
• Flexible schedule
• Paid time off
• Training & development

The Sales Lead is hands-on responsible for executing daily sales operations, mentoring team members , managing leads, and driving consistent production . This role combines strong individual performance with team, coaching, and performance accountability.
The ideal candidate thrives in a fast-paced environment, leads by example, and consistently meets or exceeds sales targets with Base Salary + Commission

Leadership & Coaching

• Must hold an active P&C and Life Insurance License 
• Must have a min of 2 years of Allstate Insurance experience 
• Lead by example: Make calls, quote policies, and close sales daily.
• Provide on-the-spot coaching and real-time support to team members during the sales process.
• Motivate the team to hit daily, weekly, and monthly goals.
• Support onboarding and development of new team members.
• Report daily team sales activity and performance results to agency leadership.

Sales & Performance Expectations

• Make outbound calls daily to generate new business.
• Convert internet leads into closed business.
• Personally sell policies and assist team in hitting production targets:
• Balance personal production w/ Leadership duties effectively. 
• Organize and prioritize activities to ensure task completion and sales goal alignment 

New Business Development

• Initiate cold calls and follow up on appointments, referrals, networking, and marketing leads.
• Develop strong networking relationships with Real Estate Agents, Mortgage Lenders, Auto Dealers, Title Companies, and local businesses.
• Solicit new business via telephone, networking, and other lead sources.

Lead & Prospect Management:
•Maintain daily lead management practices.
•Track all interactions using the Customer Relationship Management (CRM) platform.

Client Interaction & Retention:
•Establish and maintain customer relationships, including regular follow-up.
•Ensure client satisfaction for all new business sales.
•Document all customer conversation history in the CRM system.
•Immediately report customer issues and escalate emergency situations, as necessary.
Sales Goals & Accountability:

Professional Standards & Compliance

• Maintain an active Georgia insurance license and required certifications.
• Complete all required training (online and offline).

Use only company-approved systems, tools, and platforms .

• Protect customer data and maintain full compliance with confidentiality and regulatory guidelines.
• Maintain professional, courteous communication with internal teams, underwriting, and external partners.