Entry Level Insurance Sales Agent

Job Description

Job Description

Are you a people person with keen listening skills, strong attention to detail, and a knack for navigating the finer details in business or financial plans? If so, we’re looking for you! We are seeking a definitive decision-maker who is eager to connect new, existing, and prospective clients with the insurance program that best meets their individual needs. Job seekers should be eager yet intuitive communicators with a demonstrated knowledge of different types of insurance policies and excellent organization skills. If you are looking for a flexible full-time position that offers growth opportunities, significant earning potential, and plenty of variety, start your application today!

$56,000 - $112,000 yearly

• Devote an unprecedented level of personal attention when implementing a range of effective sales strategies proven to maintain and grow long-term customer base
• Listen attentively to new and potential clients, evaluate their needs and their financial statuses, and propose ideal plan options for their unique circumstances and insurance needs
• Stay abreast of insurance industry protocols and policy changes to ensure fulfillment of all policy requirements, and monitor insurance claims to ensure mutual satisfaction
• Ensure bookkeeping systems, sales databases, and customer records are maintained to report progress toward monthly initiatives to stakeholders
• Work with policyholders to develop and deliver risk management strategies that fit their individual profiles

• High school diploma required; bachelor’s degree preferred
• Insurance license required
• Working knowledge of the insurance industry, insurance products risk management profiles, and related state and federal regulations
• Experience with accounting and or sales lead software is a plus
• Basic computer skills with proficiency with Microsoft Office suite is necessary
• Strong interpersonal skills, communication skills, customer service skills, and analytical skills are required

Our firm aims to empower individuals from diverse backgrounds. Our company's mission is to provide financial services with the necessary tools to help families secure better futures.

Moreover, we understand that knowledge is power, thus making our approach to consultations education-based. Compared to the traditional industry, our doors are open for all people throughout the financial spectrum, which truly solidifies our mission as a firm: "No family left behind."

If you’re seeking a remote, business-minded career in financial planning where you can make a real impact, earn based on performance, and grow under experienced mentors, we provide a clear pathway for long-term success. Here, you’re not just starting a job — you’re building a business that helps families thrive financially.

We celebrate diversity and are committed to fostering an inclusive environment for all team members.