Insurance sales agent job description
Updated March 14, 2024
6 min read
Insurance sales agents are primarily in charge of marketing and selling an insurance company's products by advertising these products, looking for and following leads, explaining products in an enticing manner, and building relationships with clients. They should be able to understand the products offered by the company, which could be life or non-life products.
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Example insurance sales agent requirements on a job description
Insurance sales agent requirements can be divided into technical requirements and required soft skills. The lists below show the most common requirements included in insurance sales agent job postings.
Sample insurance sales agent requirements
- Bachelor's degree in finance or economics.
- Experience in sales and customer service.
- Familiarity with insurance policies and terminology.
- Valid insurance license.
- Excellent communication and interpersonal skills.
Sample required insurance sales agent soft skills
- Strong problem-solving ability.
- Ability to work independently.
- Proven success in sales.
- Ability to build and maintain relationships.
Insurance sales agent job description example 1
Viridian insurance sales agent job description
Our insurance office is looking for a confident, sales-driven, and highly motivated individual that's interested in a great Insurance Sales Agent opportunity. As an Insurance Sales Agent you will seek out new clients, generate lists of prospective clients, generate appointments, and develop clientele by networking, marketing, outbound calls and marketing insurance products or services within the community and across the state. This position holds a base salary + commission opportunity with future long term career advancement available. Apply today to start your path to a new sales or service career today!
Benefits
Base Compensation with uncapped commissions Paid Training Career Development & Growth Performance Bonuses Office Snacks & Coffee
Responsibilities
Meet new business production goals and objectives as established Generate insurance quotes and close sales Continuously seek out and prospect for new business by following sales leads generated from referrals, networking, marketing, cold-calling, social media, and lead databases Provide exceptional customer service Foster strong relationships with our customers to maintain a high level of client retention and product loyalty Provide on-going support to insurance clients as needed. Other duties as assigned
Requirements
Must have or be able to obtain a Personal Lines Property & Casualty License Excellent Communication/interpersonal skills. Great Customer Service Skills Driven and goal-oriented individual Previous work experience in sales, marketing, promotions or telemarketing is preferred Works well with other employees and is a team player with a positive attitude Be equipped with great listening and closing skills. Negotiation skills/overcoming objections
Benefits
Base Compensation with uncapped commissions Paid Training Career Development & Growth Performance Bonuses Office Snacks & Coffee
Responsibilities
Meet new business production goals and objectives as established Generate insurance quotes and close sales Continuously seek out and prospect for new business by following sales leads generated from referrals, networking, marketing, cold-calling, social media, and lead databases Provide exceptional customer service Foster strong relationships with our customers to maintain a high level of client retention and product loyalty Provide on-going support to insurance clients as needed. Other duties as assigned
Requirements
Must have or be able to obtain a Personal Lines Property & Casualty License Excellent Communication/interpersonal skills. Great Customer Service Skills Driven and goal-oriented individual Previous work experience in sales, marketing, promotions or telemarketing is preferred Works well with other employees and is a team player with a positive attitude Be equipped with great listening and closing skills. Negotiation skills/overcoming objections
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Insurance sales agent job description example 2
Ryan insurance sales agent job description
Are you looking to start a sales career or break into the insurance industry? We want highly motivated and determined job seekers to
APPLY TODAY . No matter your sales experience, we'll invest in your success. We understand that it takes time to build a business, to develop the proper skills and understanding, and to excel in this field. We provide our new Sales Representatives with ongoing training and support on their path to success so they can best serve our customers! As a(n) Ryan Pierce-Farmers Insurance Agency insurance sales representative you will build and develop client relationships within local communities to promote our products. We will support you as you grow and learn within our agency. As your client base grows, your earning potential does as well through a combination of guaranteed base salary and earned commission.
Benefits
Paid Vacation Growth Opportunity Base Salary with Commissions Bonus Opportunities Career Development & Growth Team Building Activities Performance Bonuses
Responsibilities
CORE JOB DUTIES INCLUDE (BUT ARE NOT LIMITED TO) ·
Must obtain licenses in Property & Casualty, as well as Life · Assists in prospecting potential clients during local marketing events · Solicits and writes new business policies · Maintains knowledge of new products and initiatives · Actively solicits expiration dates from new clients and prospects · Develops agency relationship with existing and potential clients · Meets the production requirements and goals assigned by the agent or agency manager · Maintains monthly sales records and provides a copy for review to the agent and/or Account Executive · Performs other duties as assigned
Requirements
CORE COMPETENCIES Drive and Productivity:
Ability to meet individual performance, metrics, and goals. Strong interpersonal skills with the ability to prepare for problems or opportunities in advance; responds to situations as they arise with limited supervision. Self-motivated: Effective time management skills to successfully achieve conversion goals. Innovation: Creative thinking skills with a business-minded Communication: Acceptable verbal and written communication skills Team Work: Accepts feedback when offered and works well with others
APPLY TODAY . No matter your sales experience, we'll invest in your success. We understand that it takes time to build a business, to develop the proper skills and understanding, and to excel in this field. We provide our new Sales Representatives with ongoing training and support on their path to success so they can best serve our customers! As a(n) Ryan Pierce-Farmers Insurance Agency insurance sales representative you will build and develop client relationships within local communities to promote our products. We will support you as you grow and learn within our agency. As your client base grows, your earning potential does as well through a combination of guaranteed base salary and earned commission.
Benefits
Paid Vacation Growth Opportunity Base Salary with Commissions Bonus Opportunities Career Development & Growth Team Building Activities Performance Bonuses
Responsibilities
CORE JOB DUTIES INCLUDE (BUT ARE NOT LIMITED TO) ·
Must obtain licenses in Property & Casualty, as well as Life · Assists in prospecting potential clients during local marketing events · Solicits and writes new business policies · Maintains knowledge of new products and initiatives · Actively solicits expiration dates from new clients and prospects · Develops agency relationship with existing and potential clients · Meets the production requirements and goals assigned by the agent or agency manager · Maintains monthly sales records and provides a copy for review to the agent and/or Account Executive · Performs other duties as assigned
Requirements
CORE COMPETENCIES Drive and Productivity:
Ability to meet individual performance, metrics, and goals. Strong interpersonal skills with the ability to prepare for problems or opportunities in advance; responds to situations as they arise with limited supervision. Self-motivated: Effective time management skills to successfully achieve conversion goals. Innovation: Creative thinking skills with a business-minded Communication: Acceptable verbal and written communication skills Team Work: Accepts feedback when offered and works well with others
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Insurance sales agent job description example 3
Baldwin Risk Partners insurance sales agent job description
Seeking driven, self-motivated, energetic talent to join our team! If you are considering a career move, or already a licensed agent seeking change, then look no further! With ACA Open Enrollment rapidly approaching now is the time to elevate your career with an opportunity that is not only rewarding, but lucrative.
32 million Americans are uninsured, and another 38 million are underinsured. This means that nearly one-third of Americans are unprepared for the potential worst day of their lives.
With our competitive products, provided leads, top notch sales software, and our elite training program you will be set up for success.
Principal Responsibilities:
Calculate insurance premiums by gathering pertinent information utilizing different quoting engines Communicate and present an insurance package to approximately 50-100 live clients each day Respond to customer inquiries with compassion and active listening and select the best solution in an efficient manner Adhere to all contract, property, and insurance laws Provide customer service for each client to maintain a positive client-advisor relationship
Education, Experience, Skills and Abilities Requirements:
High School Diploma required, Undergraduate degree a plus Life & Health License not required but preferred. Must demonstrate an aptitude for problem-solving and a strong desire to succeed Ability to determine solutions for customers and problem solve in real time (consultative sales approach) Must be results-orientated and able to work both independently and within a team environment Must possess excellent verbal and written communication skills
Compensation and Benefits
Compensation: Guaranteed base salary, plus commission and bonuses. Average 1st year salary 70k, our Top Performers earn six figures! Benefits: 401k, Health, Dental, Vision, PTO, 12 paid holidays.
IMPORTANT NOTICE:
This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodations to applicants and colleagues who need them for medical or religious reasons.
EEOC (STATEMENT):
BRP is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.
#LI-SG1
#LI-SG1
Click here for some insight into our culture!
32 million Americans are uninsured, and another 38 million are underinsured. This means that nearly one-third of Americans are unprepared for the potential worst day of their lives.
With our competitive products, provided leads, top notch sales software, and our elite training program you will be set up for success.
Principal Responsibilities:
Calculate insurance premiums by gathering pertinent information utilizing different quoting engines Communicate and present an insurance package to approximately 50-100 live clients each day Respond to customer inquiries with compassion and active listening and select the best solution in an efficient manner Adhere to all contract, property, and insurance laws Provide customer service for each client to maintain a positive client-advisor relationship
Education, Experience, Skills and Abilities Requirements:
High School Diploma required, Undergraduate degree a plus Life & Health License not required but preferred. Must demonstrate an aptitude for problem-solving and a strong desire to succeed Ability to determine solutions for customers and problem solve in real time (consultative sales approach) Must be results-orientated and able to work both independently and within a team environment Must possess excellent verbal and written communication skills
Compensation and Benefits
Compensation: Guaranteed base salary, plus commission and bonuses. Average 1st year salary 70k, our Top Performers earn six figures! Benefits: 401k, Health, Dental, Vision, PTO, 12 paid holidays.
IMPORTANT NOTICE:
This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodations to applicants and colleagues who need them for medical or religious reasons.
EEOC (STATEMENT):
BRP is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.
#LI-SG1
#LI-SG1
Click here for some insight into our culture!
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Updated March 14, 2024
Updated March 14, 2024