B2B Insurance Agency Sales Pro

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

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