Agency Sales Representative

Colonial Life; Oklahoma City (OK); On-site; USD 45,000 - 65,000; Full time

Job summary

Colonial Life, part of Unum Group, is seeking an Agency Sales Representative for an on-site role in Oklahoma City. You will build and manage relationships with employers, benefits administrators, and brokers to grow Colonial Life’s local presence.

Day-to-day duties include prospecting and coordinating enrollment activities for workplace benefits. The role requires presenting benefits, educating employers and employees on products, and providing ongoing account support while maintaining accurate

Qualifications

• Demonstrated ability or willingness to learn consultative sales in B2B or insurance.
• Strong relationship-building and account management skills.
• Clear communication and ability to educate diverse audiences.
• Organizational skills to handle multiple accounts and schedules.
• Comfort with CRM systems and enrollment platforms.
• Self-motivated with the ability to work independently with regional teams.
• Licensing in insurance or willingness to obtain licenses; Colonial Life provides study material.
• High school diploma required; business/marketing coursework advantageous.

Responsibilities

• Prospect and generate leads, nurture opportunities in the local market.
• Conduct needs-based sales presentations to employers and brokers.
• Coordinate enrollment activities for workplace benefits.
• Educate employers and employees on Colonial Life products.
• Provide ongoing account support and service delivery.
• Track sales performance and maintain records per policy and regulation.

Skills

Consultative sales

Lead generation

B2B sales / Insurance

Relationship management

Communication skills

Account management

CRM experience

Independent work

Education

High school diploma or equivalent

Business/Marketing coursework or degree

Job description

Company Description

Colonial Life & Accident Insurance Company, a subsidiary of Unum Group, provides financial protection benefits to workers and their families across the United States. The company offers a broad portfolio of workplace benefits. Colonial Life supports more than 87,000 businesses and 4 million workers through benefit services, education, and innovative enrollment technology. In 2022, the company paid over $700 million in benefits to policyholders, demonstrating its commitment to helping people in times of need. Colonial Life is an established, growing organization that engages with customers and communities through multiple digital channels.

Role Description

The Agency Sales Representative is a full-time, on-site role based in Oklahoma City, OK. In this position, the representative will build and manage relationships with employers, benefits administrators, and brokers to grow Colonial Life’s presence in the local market. Day-to-day responsibilities include prospecting and generating leads, conducting needs-based sales presentations, and coordinating enrollment activities for workplace benefits. The role also involves educating employers and employees on Colonial Life products, providing ongoing account support, and ensuring a positive enrollment experience. The representative will collaborate with internal teams, track sales performance, and maintain accurate records in accordance with company policies and regulatory requirements.

Qualifications

• Demonstrated ability or willingness to learn consultative sales, including prospecting, lead generation, and closing new business in a B2B or insurance environment.
• Strong relationship-building and account management skills to support employers, brokers, and employees over the long term.
• Clear, professional communication skills, including presenting benefits information and educating diverse audiences.
• Solid organizational and time management abilities to handle multiple accounts, enrollment schedules, and administrative tasks.
• Comfort working with technology, such as CRM systems, enrollment platforms, and standard office software.
• Self-motivated, goal-oriented mindset with the ability to work independently while collaborating effectively with local and regional teams.
• Previous experience in insurance, employee benefits, or financial services is preferred but not required; applicable state insurance licensing or willingness to obtain required licenses (Colonial Life provides online based study material).
• High school diploma or equivalent required; college coursework or degree in business, marketing, or a related field is an advantage.