Bilingual Direct Sales Representative – Licensed

Jobtailor; Arizona; On-site; USD 60,000 - 90,000; Full time

Job summary

Jobtailor in the United States (Arizona) is seeking an insurance sales professional to sell products, quote premiums, and advise on coverages. The role requires bilingual Spanish/English abilities and specific state licenses, with ongoing training and travel up to 10% for team meetings and events.

The candidate will manage quotes, qualify leads, and build client relationships while meeting sales goals and complying with underwriting guidelines.

Qualifications

• Fluent reading, writing, and speaking in both Spanish and English.
• Attention to detail to provide accurate quotes.
• Ability to multitask across multiple systems during a quote.
• Ability to clearly explain insurance concepts and coverages.
• Previous sales experience.
• Licensing: Property and Casualty Producer licenses; Life licenses where applicable; continuing education as required.

Responsibilities

• Sell insurance products to clients through various contact channels.
• Estimate and quote policy premiums per underwriting guidelines.
• Recommend coverages, close sales, and process applications.
• Gather information to assess underwriting eligibility.
• Coordinate with underwriting for guidance when needed.
• Meet sales and quality goals.
• Travel up to 10% for meetings and trainings.
• Qualify and follow up with sales leads.
• Identify client needs and build relationships.
• Convert incoming leads into qualified engagements.
• Complete ongoing training to gain product knowledge and sales skills.

Skills

Insurance Sales

Policy Quoting

Underwriting Guidelines

Sales Lead Qualification

Product Knowledge

Multitasking

Client Needs Assessment

Competitor Analysis

Sales Goal Achievement

Application Processing

Education

Property And Casualty Producer License

Resident Life License

Non-Resident Life License

CLU

ChFC

CFP

Job description

• Sell available insurance products to new or existing clients through various customer contact channels
• Estimate and quote policy premiums in compliance with underwriting guidelines
• Recommend policy coverages and options, close sales, and process applications accurately
• Gather information to assess whether prospective customers meet underwriting guidelines
• Contact the appropriate division for underwriting guidance when needed
• Meet sales and sales quality goals
• Compare competitor products and services to demonstrate the company's competitive advantage
• Qualify and follow up with sales leads
• Identify client needs and cultivate effective sales relationships
• Convert incoming leads into qualified customer engagements
• Complete extensive training and development programs to gain product knowledge and sales and customer service skills
• Occasionally travel to an office for team meetings, trainings, and culture events

Requirements

• Must pass bilingual assessments in reading, understanding, writing, and conversing fluently in both Spanish and English
• Attention to detail to provide accurate quotes to clients
• Ability to multitask across multiple computer systems and screens during a quote
• Ability to clearly explain insurance concepts and coverages to clients
• Must have previous sales experience
• Required to have state licensing for property and casualty producer licenses
• Property and casualty producer licenses for all operating and/or service states must be obtained within 90 days of hire
• Resident Life license must be obtained within 30 days of hire, when applicable
• Non-resident Life license must be obtained within 90 days of hire, when applicable
• CLU, ChFC, or CFP designation must be obtained within a specific timeframe as defined by the manager, when applicable
• Must complete required continuing education credits to maintain state property and casualty producer and/or Life licenses
• Must maintain property and casualty producer and/or Life licenses for all operating and/or service states
• Willingness to travel up to 10%
• Work primarily involves sitting/standing
• Employment is subject to applicable background checks and signing a non-disclosure agreement
• Must be located proximate to one of the listed office locations, within approximately 35-50 miles

Core Competencies

Demonstrates expertise in selling insurance products while adhering to underwriting guidelines and maintaining compliance with state licensing requirements. Proficient in bilingual communication, with a strong focus on customer engagement and relationship building.

Highest-signal resume keywords

• Bilingual Communication
• Sales Experience
• Property And Casualty Producer License
• Attention To Detail
• Customer Relationship Management

ATS Optimization Keywords

Hard Skills

• Insurance Sales
• Policy Quoting
• Underwriting Guidelines
• Sales Lead Qualification
• Product Knowledge
• Multitasking
• Client Needs Assessment
• Competitor Analysis
• Sales Goal Achievement
• Application Processing

Soft Skills

• Effective Communication
• Relationship Building
• Attention To Detail
• Problem Solving
• Time Management

Certifications & Qualifications

• Property And Casualty Producer License
• Resident Life License
• Non-Resident Life License
• CLU
• ChFC
• CFP

Industry Keywords

• Insurance Products
• Underwriting
• Sales Goals
• Customer Engagement
• Continuing Education