Experienced Bilingual Licensed Insurance Sales Representative

The Juris Agency; Charlotte (NC); On-site; USD 45,000 - 70,000; Full time

Benefits offered by this job

PTO

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Evenings Off

Continuous Learning and Development

Positive Work Environment

Bonus Opportunities

Appreciation lunches

Home/Work life balance

Monthly commission and bonus

Job summary

Walsh Family Agency in Charlotte's University area is seeking a Licensed Insurance Sales Representative. The role focuses on helping clients identify coverage needs, cross-selling products, and delivering exceptional service. A strong local presence and established book of business support growth.

The position offers a team-focused culture with opportunities to advance, training, and a schedule that keeps evenings free. Bilingual English/Spanish is a plus for serving a diverse client base.

Qualifications

• Active Property and Casualty License required.
• 1-3 years of insurance sales or related field experience preferred.
• Experience with cross-selling and closing sales.
• Strong documentation and organizational skills.

Responsibilities

• Handle client questions and requests, resolving issues promptly.
• Provide an exceptional customer service experience to all clients.
• Conduct client needs analysis to uncover coverage gaps and offer solutions.
• Cross-sell products to existing clients to enhance coverage.
• Refer clients to other parts of the organization for additional services.
• Document all customer interactions thoroughly and accurately.

Skills

Customer service

Sales experience

Bilingual English/Spanish

Problem solving

Job description

Job Description

The Walsh Family Agency is growing and looking for a Licensed Insurance Sales Representative to join our team in the University area of Charlotte, NC. Our agency has been a trusted part of the community in the same location for 40+ years, with a strong, established book of business and deep local relationships.

We're building a team-focused, high-performance culture where hard work is recognized, success is rewarded, and team members have the opportunity to grow. If you're a licensed insurance professional who enjoys helping customers, identifying coverage needs, and driving results, this is a great opportunity to join a stable and successful agency.

Benefits

• Paid Time Off (PTO)
• Hands on Training
• Mon-Fri Schedule
• Career Growth Opportunities
• Retirement Plan
• Evenings Off
• Continuous Learning and Development
• Positive Work EnvironmentFun & Friendly Co-workers
• Bonus Opportunities
• Appreciation lunches
• Home/Work life balance
• Monthly Commsion and Bonus opportunities
• Paid Holidays
• Business Casual attire
• Monthly sales incentives

Responsibilities

• Handle client questions and requests, resolving any issues promptly
• Provide an exceptional customer service experience to all clients
• Conduct client needs analysis to uncover coverage gaps and offer solutions
• Cross-sell products to existing clients to enhance their coverage
• Refer clients to other parts of the organization for additional services
• Document all customer interactions thoroughly and accurately

Requirements

• Candidate must have an Active Property and Casualty License to be considered
• You should have 1-3 years of experience in insurance sales or a related field.
• Preferably Allstate appointed in the last 6 months.
• Have strong problem-solving skills to address client needs effectively.
• Great with documentation and organizational skills to keep detailed records.
• Persuasive sales skills with the ability to close deals and meet sales targets.
• Bilingual, fluent in both English and Spanish is bonus