Insurance Sales Advisor

Job Description

Job Description

Chrissy Pulliam's American Family Insurance agency in Buford, GA is hiring an Insurance Sales Advisor. Our team comes from a range of backgrounds, all focused on serving our clients well. No insurance experience? No problem, we'll train you from day one. You'll build real relationships with clients and grow your career along the way.

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Benefits

Annual Base Salary + Commission + Bonus Opportunities

Paid Time Off (PTO)

Flexible Schedule

Health Insurance

Mon-Fri Schedule

Retirement Plan

Licensing Assistance

Warm Leads

Responsibilities

• Contact customers and prospects by phone/text/email to follow up on home and auto quotes not sold, answer questions, overcome objections, and convert to bindable business.
• Run a disciplined recapture process for lost opportunities (lapsed, canceled, went elsewhere), re-quote when appropriate, and present updated options to win the business back.
• Conduct needs-based conversations to identify coverage gaps, recommend appropriate coverages, and offer multi-line solutions (home/auto bundles, additional vehicles, umbrellas if applicable).
• Generate and qualify new leads through community-based outreach (local groups, events, small business/community relationships) and turn them into quoting opportunitiesno travel required (phone-first approach).
• Accurately prepare and present quotes, explain coverages and pricing clearly, and guide customers through next steps to close.
• Manage a pipeline of prospects and follow-ups; meet daily/weekly activity goals (calls, appointments, quotes, conversion).
• Maintain accurate documentation of all customer interactions in the CRM/agency management system and ensure timely follow-up.
• Coordinate with the agent/agency team to support marketing campaigns, lead lists, renewal conversations, and service-to-sales handoffs.
• Ensure all sales activity aligns with licensing requirements, carrier/underwriting guidelines, and required disclosures.

Requirements

• Active Property & Casualty (P&C) license required on start date (must be in good standing).
• Previous office/administrative experience in a professional setting.
• Strong computer skills, including:
• Accurate typing/data entry
• Proficiency with Microsoft Excel (basic spreadsheets, sorting/filtering) and Microsoft Office
• Ability to multitask, prioritize, and manage a high volume of follow-up activity in a fast-paced environment.
• Strong phone communication skills and comfort making consistent outbound calls.
• Customer-focused mindset with strong listening, problem-solving, and objection-handling skills.
• High attention to detail and ability to document work accurately in a CRM/agency management system.
• Dependable, punctual, and able to work independently while collaborating with a team.
• Professional written communication skills (email/text) and follow-through.