We are seeking a proactive, self-motivated Agency Representative to drive the growth of our insurance firm. This position focuses entirely on the front end of the sales cycle: finding new opportunities and setting stage-one appointments. You will not be responsible for closing deals. Your main goal is to build a robust pipeline and ensure our sales calendar is consistently filled with qualified prospects. This is a hybrid role requiring only two days per week in our physical office.
Work Structure & Compensation
- Work Location: Hybrid schedule (2 days in-office per week, 3 days remote).
- Bonus Incentives: High earnings potential through tailored performance bonuses:
- Persistency Bonus: Earn extra rewards for scheduled appointments that successfully show up and stay on the books.
- Profitability Bonus: Quarterly rewards tied directly to the overall profit health of the business generated.
- High-Performance Bonus: Monthly tier accelerators for exceeding standard outbound and booking targets.
- Career Growth & Licensing: For representatives who hit their performance targets and demonstrate strong work ethic, the agency will fully fund and sponsor your Property & Casualty (P&C) insurance license
Core Responsibilities
- Daily Performance Goal: Maintain high daily activity by hitting a minimum of 100 outbound calls per day OR booking 2 confirmed appointments per day—whichever milestone is reached first.
- Prospect New Clients: Create and execute a structured sales funnel approach to generate and qualify fresh leads.
- Appointment Setting: Schedule high-quality consultation appointments for our sales team with both brand-new prospects and existing agency clients.
- EZlynx CRM Management: Build, organize, and meticulously maintain an active prospect list directly within the EZlynx platform.
- Activity Reporting: Compile and submit detailed weekly sales reports tracking CRM metrics, outbound dials, and appointments booked.
- Schedule Discipline: Strictly follow the established representative schedule to remain on task, optimize daily outreach, and focus on career-building habits.
- Data Hygiene: Log all interactions, phone numbers, and initial policy dates accurately in EZlynx to ensure seamless handoffs to closing agents.
Income Component Monthly Average Annual Total
Base Appointment Commission
$1,200 $14,400
Persistency & Tier 1 (out of 3) Performance Bonus