Expansion Agent

Atlantic District; Easton (Northampton County); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

PTO

Work from home

Flexible schedule

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Parental Leave

Hands on Training

Mon-Fri Schedule

Career Growth

Retirement Plan

Job summary

The Atlantic District in Easton, PA is seeking an Expansion Agent who thrives on connecting with people and building lasting relationships. You’ll identify prospective clients, understand their financial and insurance goals, and present tailored solutions that bring peace of mind to families and businesses.

Join a team that values mentorship, flexible scheduling, and community engagement as you nurture a pipeline, manage client records, and participate in local events to boost the agency's

Qualifications

• Active Pennsylvania Life & Health Insurance License.
• Proven track record of managing a sales pipeline and meeting targets.
• Clear and professional communication skills in written and verbal formats.
• Strong organizational habits to manage daily scheduling and client outreach.
• Comfortable working in an office setting in Easton, Pennsylvania.
• Experience utilizing digital tools for client management and scheduling.

Responsibilities

• Connect with prospective clients to understand their unique financial and insurance goals.
• Present tailored insurance solutions that provide lasting security for families and businesses.
• Manage and nurture a consistent pipeline of leads through diligent follow-up and relationship building.
• Attend office meetings to sharpen sales techniques and collaborate on growth strategies.
• Maintain accurate client records to ensure a high standard of personalized service.
• Actively participate in local community events to increase our agency's visibility in the Lehigh Valley.

Skills

Communication

Organization

Relationship building

Sales skills

Lead follow-up

Tools

CRM software

Scheduling tools

Job description

Job Description

Welcome to The Atlantic District, a growing agency nestled in the heart of Easton, Pennsylvania. We believe that insurance is about more than just numbers or policies—it is about the people and the future they are building. As we continue to expand our reach, we are looking for an Expansion Agent who is as enthusiastic about protecting our neighbors as we are. You will be joining a team that values optimism, clear communication, and a genuine desire to help others succeed. When you walk through our doors, you are not just an employee; you are a vital voice in our mission to bring peace of mind to our community. We provide the support and environment you need to flourish, focusing on mentorship and shared success rather than rigid bureaucracy. If you enjoy connecting with people, thrive on building meaningful relationships, and are looking for a place where your contributions truly make an impact, you will fit right in with our growing family here in Easton.

Benefits

• Paid Time Off (PTO)
• Work from Home
• Flexible Schedule
• Health Insurance
• Dental Insurance
• Vision Insurance
• Life Insurance
• Disability Insurance
• Parental Leave
• Hands on Training
• Mon-Fri Schedule
• Career Growth Opportunities
• Retirement Plan

Responsibilities

Connect with prospective clients to understand their unique financial and insurance goals.

Present tailored insurance solutions that provide lasting security for families and businesses.

Manage and nurture a consistent pipeline of leads through diligent follow-up and relationship building.

Attend office meetings to sharpen sales techniques and collaborate on growth strategies.

Maintain accurate client records to ensure a high standard of personalized service.

Actively participate in local community events to increase our agency's visibility in the Lehigh Valley.

Requirements

Active Pennsylvania Life & Health Insurance License.

Proven track record of managing a sales pipeline and meeting targets.

Clear and professional communication skills in both written and verbal formats.

Strong organizational habits to manage daily scheduling and client outreach.

Comfortable working in an office setting in Easton, Pennsylvania.

Experience utilizing digital tools for client management and scheduling.