Insurance Sales Representative

Responsibilities

• Develop and nurture a pipeline of prospective clients through networking, referrals, and outbound outreach.
• Conduct needs‑analysis consultations and present tailored insurance solutions (auto, home, life, health, and commercial).
• Achieve monthly and quarterly sales targets while maintaining high customer‑satisfaction scores.
• Prepare accurate quotes, process applications, and follow up on policy issuance.
• Maintain detailed records in the agency’s CRM system and ensure compliance with New York insurance regulations.
• Collaborate with underwriting, claims, and support teams to resolve client issues promptly.

Requirements

• Minimum 2 years of proven experience in insurance sales or a related financial services role.
• Active New York State Insurance License (Life, Accident & Health, Property & Casualty preferred).
• Excellent communication and interpersonal skills with a strong client‑focused mindset.
• Self‑motivated, goal‑oriented, and able to work independently as well as part of a team.
• Proficiency with CRM software (e.g., Salesforce) and Microsoft Office Suite.
• Bachelor’s degree in Business, Finance, or related field is a plus.

Benefits

• Competitive base salary plus uncapped commission structure.
• Health, dental, and vision insurance plans.
• 401(k) with company match.
• Paid Time Off (PTO) and paid holidays.
• Professional development stipend and tuition reimbursement.
• Employee assistance program and wellness initiatives.

FAQ

• What is the onboarding process? New hires complete a two‑week training program covering product knowledge, sales techniques, and compliance, followed by a mentorship period with an experienced agent.
• Do you offer remote work options? While the role is primarily office‑based to facilitate client meetings, we provide flexible hybrid arrangements after the initial training period.
• What are the performance expectations? Agents are expected to meet monthly sales quotas and maintain a minimum client‑retention rate of 85%.
• How does commission work? Commissions are paid monthly based on net premium written, with tiered rates that increase as you exceed quota.
• Is licensing assistance provided? Yes, we cover the cost of New York state licensing exams and provide study resources.