How to hire a lead agent

How to hire a lead agent, step by step

Here's a step-by-step lead agent hiring guide:

• Step 1: Identify your hiring needs
• Step 2: Create an ideal candidate profile
• Step 3: Make a budget
• Step 4: Write a lead agent job description
• Step 5: Post your job
• Step 6: Interview candidates
• Step 7: Send a job offer and onboard your new lead agent
• Step 8: Go through the hiring process checklist

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1. Identify your hiring needs

   Before you post your lead agent job, you should take the time to determine what type of worker your business needs. While certain jobs definitely require a full-time employee, it's sometimes better to find a lead agent for hire on a part-time basis or as a contractor.

   Determine employee vs contractor status

   Is the person you're thinking of hiring a US citizen or green card holder?

   Yes

   No

   Hiring the perfect lead agent also involves considering the ideal background you'd like them to have. Depending on what industry or field they have experience in, they'll bring different skills to the job. It's also important to consider what levels of seniority and education the job requires and what kind of salary such a candidate would likely demand.

   This list presents lead agent salaries for various positions.

   Type of Lead Agent	Description	Hourly rate
   Lead Agent	Insurance sales agents help insurance companies generate new business by contacting potential customers and selling one or more types of insurance. Insurance sales agents explain various insurance policies and help clients choose plans that suit them.	$12-40
   Insurance Producer	An insurance producer is responsible for selling and buying financial services and products for an insurance company. They negotiate issues regarding health, life insurance, and other properties... Show more	$21-44
   Insurance Broker	Insurance brokers are responsible for assisting clients to determine their liability risks and in selecting the appropriate policies for their family, home, business, or automobile to ensure their protection. They direct clients in creating a sound decision and supply them with a variety of quotes that best suit their needs... Show more	$29-67

   Show more

2. Create an ideal candidate profile

   Common skills:

   • Inbound Calls
   • Customer Care
   • Customer Service
   • Outbound Calls
   • Computer System
   • VIP
   • Customer Complaints
   • Baggage Service
   • Customer Issues
   • Customer Inquiries
   • FAA
   • Product Knowledge
   • Annuities
   • TSA

   Check all skills

   Responsibilities:

   • Manage for multiple medical clients performing tasks such as medical billing, submitting insurance and verifying insurance including Medicare and Medicaid.
   • Line list development and route selection assistance through on-site and GIS review ensuring all landowners and property lines are identify.
   • Obtain current landowner and contact information from various courthouses and states in order to assist in FERC mandate maintenance operations.
   • Train new employees and troubleshoot Apollo computersystem.Onsite at Hewlett Packard/Agilent
   • Manage for multiple medical clients performing tasks such as medical billing, submitting insurance and verifying insurance including Medicare and Medicaid.
   • Conduct presentations regarding all policy information offer through AFLAC

3. Make a budget

   Including a salary range in your lead agent job description is one of the best ways to attract top talent. A lead agent can vary based on:

   • Location. For example, lead agents' average salary in georgia is 49% less than in alaska.
   • Seniority. Entry-level lead agents 69% less than senior-level lead agents.
   • Certifications. A lead agent with certifications usually earns a higher salary.
   • Company. Working for an established firm or a new start-up company can make a big difference in a lead agent's salary.

   Average lead agent salary

   $47,344yearly

   $22.76 hourly rate

   ---

   Entry-level lead agent salary

   $26,000 yearly salary

   Updated December 17, 2025

4. Writing a lead agent job description

   A job description for a lead agent role includes a summary of the job's main responsibilities, required skills, and preferred background experience. Including a salary range can also go a long way in attracting more candidates to apply, and showing the first name of the hiring manager can also make applicants more comfortable. As an example, here's a lead agent job description:

   Lead agent job description example

   Qualifications

   • Minimum of 3-5 years of Right of Way Acquisition experience
   • Minimum of 2 year of Relocation experience
   • NCDOT experience a must
   • Active NC Real Estate License a must
   • NC Notary
   • Must have utilized the Uniform Act guidelines previously on a project
   • Ability to read and interpret project plans
   • Excellent written and verbal communication skills. Should be comfortable interacting with diverse groups of people
   • Able to work efficiently and effectively under tight deadlines, as well as balance multiple projects by prioritizing effectively
   • Demonstrated organizational, planning, and negotiation skills
   • Can work independently
   • Analytical and able to problem solve
   • Must be proficient with MS Office Suite, specifically Excel, Word and Outlook, and databases such as SharePoint or equivalent
   • English language proficient
   • Valid Driver's License

   • Must possess “team player” attitude and ensure all projects are completed by let schedule
   • Responsible for providing weekly updates to management
   • May require weekend hours
   • Be able to think out of the box when confronted with challenging situations or conversations

   What We Offer

   At Colliers Engineering & Design, our people are our most important resource. That's why we are committed to providing all our employees with a safe, comfortable work environment, potential for career advancement, and the ability to impact society through their projects as well as Company sponsored activities.

   This dedication begins with supporting a work life balance through a generous compensation package that includes: company paid medical, dental, and vision coverage; paid pregnancy disability leave; short- and long-term disability insurance; life insurance; a company-matched 401(k)/Roth; paid time off that includes parental and military leave; employee referral and professional license bonuses and a straight time policy that compensates exempt employees for billable hours worked in excess of 40 billable hours within a work week.

   We have also created an internal culture that provides the resources and technology needed to encourage personal and professional growth opportunities through reimbursement for education; a free in-house resource for hundreds of educational and self-enrichment courses; mentorship program; wellness program; Women's Organization and ongoing philanthropic opportunities.

   Apply today to learn how you can join our team of professionals, so we can help you Accelerate Your Success!

   Copy this example

   

5. Post your job

   There are a few common ways to find lead agents for your business:

   • Promoting internally or recruiting from your existing workforce.
   • Ask for referrals from friends, family members, and current employees.
   • Attend job fairs at local colleges to meet candidates with the right educational background.
   • Use social media platforms like LinkedIn, Facebook, and Twitter to recruit passive job-seekers.

   Post your job online:

   • Post your lead agent job on Zippia to find and recruit lead agent candidates who meet your exact specifications.
   • Use field-specific websites such as salesjobs, salesheads, allretailjobs.com, sales trax.
   • Post a job on free websites.

6. Interview candidates

   Your first interview with lead agent candidates should focus on their interest in the role and background experience. As the hiring process goes on, you can learn more about how they'd fit into the company culture in later rounds of interviews.

   It's also good to ask about candidates' unique skills and talents to see if they match your ideal candidate profile. If you think a candidate is good enough for the next step, you can move on to the technical interview.

   The right interview questions can help you assess a candidate's hard skills, behavioral intelligence, and soft skills.

7. Send a job offer and onboard your new lead agent

   Once you've decided on a perfect lead agent candidate, it's time to write an offer letter. In addition to salary, it should include benefits and perks available to the employee. Qualified candidates may be considered for other positions, so make sure your offer is competitive. Candidates may wish to negotiate. Once you've settled on the details, formalize your agreement with a contract.

   It's equally important to follow up with applicants who don't get the job with an email letting them know that the position has been filled.

   To prepare for the new lead agent first day, you should share an onboarding schedule with them that covers their first period on the job. You should also quickly complete any necessary paperwork, such as employee action forms and onboarding documents like I-9, benefits enrollment, and federal and state tax forms. Finally, Human Resources must ensure a new employee file is created for internal record keeping.

8. Go through the hiring process checklist

   • Determine employee type (full-time, part-time, contractor, etc.)
   • Submit a job requisition form to the HR department
   • Define job responsibilities and requirements
   • Establish budget and timeline
   • Determine hiring decision makers for the role
   • Write job description
   • Post job on job boards, company website, etc.
   • Promote the job internally
   • Process applications through applicant tracking system
   • Review resumes and cover letters
   • Shortlist candidates for screening
   • Hold phone/virtual interview screening with first round of candidates
   • Conduct in-person interviews with top candidates from first round
   • Score candidates based on weighted criteria (e.g., experience, education, background, cultural fit, skill set, etc.)
   • Conduct background checks on top candidates
   • Check references of top candidates
   • Consult with HR and hiring decision makers on job offer specifics
   • Extend offer to top candidate(s)
   • Receive formal job offer acceptance and signed employment contract
   • Inform other candidates that the position has been filled
   • Set and communicate onboarding schedule to new hire(s)
   • Complete new hire paperwork (i9, benefits enrollment, tax forms, etc.)

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