Experienced Bilingual Licensed Insurance Sales Representative

The Juris Agency; Charlotte (NC); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

PTO

Hands-on Training

Mon-Fri Schedule

Career Growth

Retirement Plan

Evenings Off

Learning & Dev

Positive Environment

Bonus Opportunities

Appreciation Lunches

Work-Life Balance

Monthly Commission

Paid Holidays

Business Casual

Sales Incentives

Job summary

The Walsh Family Agency in Charlotte, NC is seeking a Licensed Insurance Sales Representative to join our team in the University area. We have a long-standing presence with a strong book of business and deep local relationships.

Join a team-focused, high-performance culture where hard work is rewarded and growth is possible. If you are licensed, enjoy helping customers, identifying coverage needs, and driving results, this stable agency offers a solid opportunity and a path for career

Qualifications

• Active Property & Casualty license required.
• 1–3 years of insurance sales experience.
• Allstate appointment preferred within last 6 months.
• Strong problem-solving and organizational skills.
• Excellent documentation and record-keeping.
• Persuasive sales skills with ability to close and meet targets.
• Bilingual English/Spanish is a bonus.

Responsibilities

• Handle client questions and resolve issues promptly.
• Provide exceptional customer service to all clients.
• Conduct client needs analysis to uncover coverage gaps and offer solutions.
• Cross-sell products to enhance client coverage.
• Refer clients to other departments for additional services.
• Document all customer interactions thoroughly and accurately.

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