Direct Sales Representative – Licensed

Jobtailor; Arizona; Hybrid; USD 45,000 - 90,000; Full time

Job summary

Jobtailor is seeking an insurance sales professional in the United States with a focus on property and casualty products. You will quote premiums, advise on coverages, and convert leads while adhering to underwriting guidelines.

The role requires appropriate licenses (P&C, Life where applicable), multitasking across systems, and ongoing training. You may work primarily from home within 35–50 miles of an office, with up to 10% travel.

Qualifications

• Appropriate property and casualty insurance licenses to sell, quote, and bind coverage.
• Previous sales experience required.
• Attention to detail for accurate client quotes.
• Ability to multitask across multiple computer systems/screens during quoting.
• Ability to clearly explain insurance concepts and coverages to clients.
• State licensing for property and casualty producer licenses required.
• 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, where applicable.
• Non-resident Life license must be obtained within 90 days of hire, where applicable.
• CLU, ChFC, or CFP designation must be obtained within the timeframe defined by the manager, where applicable.
• 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.
• Must complete applicable background checks.
• Must sign a non-disclosure agreement.
• Must be able to work primarily from home while remaining within approximately 35–50 miles of an office location.
• Sponsorship will not be considered unless specified in the posting.

Responsibilities

• Sell property and casualty insurance products to new or existing clients.
• Estimate and quote policy premiums in compliance with underwriting guidelines.
• Recommend policy coverages and options, close sales, and process applications.
• 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 competitive advantage.
• Develop knowledge and skills to 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, sales, and customer service skills.

Skills

Sales Experience

Attention To Detail

Client Relationships

Insurance Quoting

Policy Premium Estimation

Underwriting Compliance

Lead Conversion

Sales Goals

Education

CLU

ChFC

CFP

Property And Casualty Producer License

Life License

Tools

Computer Systems

Sales Software

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 accurately process applications


• 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 American Family's competitive advantage


• Develop knowledge and skills to 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, sales, and customer service skills


• Travel up to 10%

Requirements

• Appropriate property and casualty insurance licenses to sell, quote, and bind coverage


• Previous sales experience required


• Attention to detail for accurate client quotes


• Ability to multitask across multiple computer systems/screens during quoting


• Ability to clearly explain insurance concepts and coverages to clients


• State licensing for property and casualty producer licenses required


• 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, where applicable


• Non-resident Life license must be obtained within 90 days of hire, where applicable


• CLU, ChFC, or CFP designation must be obtained within the timeframe defined by the manager, where applicable


• 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


• Must complete applicable background checks


• Must sign a non-disclosure agreement


• Must be able to work primarily from home while remaining within approximately 35–50 miles of an office location


• Sponsorship will not be considered unless specified in the posting

Core Competencies

Demonstrates expertise in selling property and casualty insurance products, with a strong focus on client engagement, accurate quoting, and compliance with underwriting guidelines. Possesses the necessary licenses and a commitment to ongoing education to maintain industry standards.

Highest-signal resume keywords

• Property And Casualty Insurance Licenses


• Sales Experience


• Attention To Detail


• Client Relationship Management


• Insurance Quoting

ATS Optimization Keywords

Hard Skills

• Insurance Quoting


• Policy Premium Estimation


• Underwriting Compliance


• Sales Goal Achievement


• Lead Conversion

Soft Skills

• Effective Communication


• Multitasking


• Customer Service


• Relationship Building


• Attention To Detail

Certifications & Qualifications

• CLU


• ChFC


• CFP


• Property And Casualty Producer License


• Life License

Industry Keywords

• Insurance Products


• Underwriting Guidelines


• Sales Quality Goals


• Competitor Analysis


• Continuing Education

Tools & Technologies

• Computer Systems


• Sales Software