Agency Sales Representatives

Colonial Life; Missouri City (TX); On-site; USD 50,000 - 90,000; Full time

Job summary

Colonial Life Agency Sales Representatives in Missouri City, TX identify prospective business clients, conduct needs assessments, and present Colonial Life’s workplace benefit solutions. You will schedule and attend client meetings, deliver benefit education sessions, support enrollment activities, and provide ongoing service to existing accounts.

The role requires strong communication, relationship-building skills, and local travel within Missouri City.

Qualifications

• Strong sales and business development capabilities, including prospecting, relationship building, and closing new accounts.
• Excellent communication and presentation skills, with the ability to explain insurance products and benefits clearly to diverse audiences.
• Customer service orientation, demonstrating empathy, responsiveness, and follow-through in supporting employers and employees.
• Organizational and time management skills, with the ability to manage multiple accounts, meetings, and enrollment activities effectively.

Responsibilities

• Identify prospective business clients, conduct needs assessments, and present Colonial Life’s workplace benefit solutions.
• Schedule and attend client meetings, deliver benefit education sessions, and support enrollment activities.
• Provide ongoing service to existing accounts and collaborate with local agency leadership to meet sales goals and ensure compliance.

Skills

Sales

Prospecting

Relationship building

Presentation

Customer service

Time management

Travel locally

CRM software

Education

High School Diploma

Bachelor's degree preferred

Tools

CRM software

Enrollment platforms

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, including disability, life, accident, dental, cancer, critical illness, and hospital confinement indemnity insurance. 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 a strong commitment to supporting customers during unexpected events. Colonial Life actively engages with its community and stakeholders through major social platforms, including Facebook, LinkedIn, and Instagram.

Role Description

Agency Sales Representatives at Colonial Life play a key role in building and maintaining relationships with employers and employees in Missouri City, TX. This full-time, on-site position focuses on identifying prospective business clients, conducting needs assessments, and presenting Colonial Life’s workplace benefit solutions. Day-to-day responsibilities include scheduling and attending client meetings, delivering benefit education sessions, supporting enrollment activities, and providing ongoing service to existing accounts. Representatives collaborate with local agency leadership to meet sales goals, participate in training and development programs, and ensure compliance with company policies and regulatory requirements. The role involves regular in-person interaction, requiring effective communication, professionalism, and a strong customer-focused mindset.

Qualifications

• Strong sales and business development capabilities, including prospecting, relationship building, and closing new accounts.
• Excellent communication and presentation skills, with the ability to explain insurance products and benefits clearly to diverse audiences.
• Customer service orientation, demonstrating empathy, responsiveness, and follow-through in supporting employers and employees.
• Organizational and time management skills, with the ability to manage multiple accounts, meetings, and enrollment activities effectively.
• Comfort working in an on-site environment, including traveling locally within Missouri City, TX for client visits and enrollment events.
• Basic proficiency with digital tools and office software for managing client information, reporting, and enrollment technology platforms.
• Prior experience in insurance, benefits, or B2B sales is preferred, but candidates with strong transferable sales skills are encouraged to apply.
• Ability to meet applicable licensing requirements for insurance sales in Texas (or willingness to obtain required licenses promptly).
• High school diploma or equivalent required; post-secondary education in business, marketing, or a related field is an advantage.
• Demonstrated integrity, reliability, and commitment to fostering an inclusive and respectful workplace.