Insurance Sales Representative (Warm Transfers + Referral Growth Role)

Job Description

Job Description

Overview

We are a high-performance insurance agency focused on homeowners and auto insurance across multiple A-rated carriers.

This is a sales + relationship role, combining:

• Live inbound warm transfer sales
• High-conversion follow-up system
• Long-term referral development (realtors, builders, mortgage partners)

You will be working structured, high-intent conversations not cold calling.

What Youll Be Doing

• Inside Sales (Warm Transfers)
• Take live inbound warm transfer calls daily
• Quote home + auto (bundle-first approach every time)
• Present multiple carrier options (Mercury, Progressive, Allstate, etc.)
• Execute a structured follow-up system (5-day cycle)
• Outside Sales (Referral Growth)
• Build relationships with realtors, builders, and lenders
• Maintain consistent local presence
• Generate referral-based opportunities over time

What Were Looking For

• Prior insurance experience preferred (P&C, home/auto)
• Comfortable handling live customer conversations
• Strong communication and adaptability in tone
• Coachable and process-driven
• Consistent execution over hype or personality
• Ability to build both pipeline and relationships

Compensation Structure (range given on ad is for average performer - above average & elite can expect to be in the 80-150k range)

• $1,000/month base (training + ramp support)
• Commission (Tiered Structure)

Commission is based on monthly written premium:

Tier 1: $0 $10,000 premium

Included in base support (no additional commission)

Tier 2: $10,001 $30,000 premium

3% commission

Tier 3: $30,001 $50,000 premium

5% commission

Tier 4: $50,000+ premium

5% 6% commission (performance-based cap tier)

Renewal Commission (Important)

1% renewal commission

Applies to:

All policies you write

starts being paid on month 13 of policy

Total renewal eligibility window: 2 years max per policy cohort

Typical Household Example

Average household premium: ~$2,800

At full commission tier:

~$150 (avg) per household total compensation potential (upfront + structured renewal)

7-Day Paid Evaluation Period

We run a short, performance-based evaluation period to ensure fast alignment.

During first 7 days:

• You receive ~2 warm transfer calls per day
• You run real customer conversations immediately
• You are evaluated on execution, not theory
• Evaluation criteria:
• Call control and communication
• Ability to follow process
• Closing instinct
• Follow-up discipline
• Coachability and speed of adjustment

Outcome After 7 Days:

• Top performers: move into full production with increased access to leads (30-40% close rate)
• Average performers: continued development with limited lead flow (20-30%)
• Poor fit: release from role (20% or less)

This structure rewards execution speed and eliminates long ramp uncertainty.

Why This Role Is Different

• No cold calling as primary pipeline
• High-intent inbound conversations
• Structured sales system (not guesswork)
• Real earning potential tied to performance
• Opportunity to build long-term referral income stream

Ideal Candidate

This role is best suited for someone who:

• Has insurance sales experience OR strong phone-based sales background
• Wants consistent inbound opportunities
• Can follow a proven system
• Is motivated by performance-based income
• Wants to build long-term client and referral relationships

Final Note

This is not a training job. It is a performance-based sales role with a short evaluation period and clear advancement path. If you execute, you scale quickly. If you dont, it becomes obvious fast.

Annual Base Salary + Commission + Bonus Opportunities

Flexible Schedule

Mon-Fri Schedule

Career Growth Opportunities

Hands on Training

Paid Time Off (PTO)

Work from Home

What Youll Be Doing

• Inside Sales (Warm Transfers)
• Take live inbound warm transfer calls daily
• Quote home + auto (bundle-first approach every time)
• Present multiple carrier options (Mercury, Progressive, Allstate, etc.)
• Execute a structured follow-up system (5-day cycle)

Outside Sales (Referral Growth)

• Build relationships with realtors, builders, and lenders
• Maintain consistent local presence
• Generate referral-based opportunities over time

Must be P&C licensed

Life & health not required but greatly appreciated