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Insurance Sales Agent Job Description

Written by Liam Christie | May 3, 2023 10:39:35 PM

The following template is intended to provide a close approximation of current market trends in the United States for this role's requirements and compensation.

We encourage you to use this template at your company, but strongly recommend all content be reviewed before posting to ensure it is accurate for your specific use case(s).

Alternate Titles: Insurance Agent, Licensed Insurance Agent, Insurance Sales Professional

Insurance Sales Agent Job Description

At {Your Company Name}, we work hard to offer excellent insurance products along with top-notch customer service. Our company's success comes from the hard work and expertise of our team members. We are excited to share that we have an opening for a talented and enthusiastic Licensed Insurance Sales Agent to join our growing team. If you love talking with people and helping them with their insurance needs, this could be the perfect job for you!

Job Details

  • Salary Range: $52,000 - $75,000 per year, depending on your experience
  • Job Location: {Job Location}
  • Job Benefits: A great benefits package that includes medical, dental, and vision insurance; retirement savings plan; plenty of paid time off; and chances for professional growth

 

Responsibilities

As an Insurance Sales Professional, your main duties will be to:

  • Build and maintain relationships with new and current clients
  • Figure out what clients need and recommend the right insurance products for them
  • Create and explain insurance quotes and proposals in a way that's easy to understand
  • Take care of policy updates, changes, and other needed adjustments
  • Keep client records in our database accurate and up-to-date
  • Go to networking events and join in community outreach activities to find new leads and help people learn about our company
  • Meet and go beyond sales targets and goals

Requirements

To do well in this job, you should have:

  • Experience as an insurance sales agent or in a related job
  • Strong skills in talking with people, negotiating, and working well with others
  • The ability to work on your own and manage your time well
  • Know-how with Microsoft Office Suite and other important software programs

Qualifications

  • High school diploma or an equivalent education
  • A valid insurance sales license for the state(s) where you'll be working
  • It's great if you have experience in customer service, sales, or a similar job, but it's not required

When you join {Your Company Name} as a Licensed Insurance Agent, you'll be part of an energetic team that really cares about making a difference in our clients' lives. We believe that our employees are our most important resource, and we're dedicated to helping them learn and grow in their careers. This is your chance to enjoy a rewarding job in the insurance industry and make a positive impact on the people you help.

{Your Company Name} is an Equal Opportunity Employer, which means we welcome applications from all qualified candidates. We want to create a diverse and friendly work environment where everyone can do their best and contribute to our success. If you're a motivated person who wants a fulfilling career with a company that values your skills, we hope you'll apply for our Insurance Sales Agent position today!

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