In-Home Insurance & Financial Planning Advisor

SalesDraft Recruiting; Kansas City (MO); Hybrid; USD 40,000 - 80,000; Full time

Benefits offered by this job

Commission-based income

Flexible schedule

Training and mentorship programs

Career advancement opportunities

Job summary

SalesDraft Recruiting is seeking an In-Home Sales Representative to provide tailored financial protection solutions. This role involves meeting clients at home, building relationships, and achieving sales goals.

The ideal candidate should be self-motivated, customer-focused, and possess strong communication skills. Responsibilities include conducting appointments, analyzing financial needs, and educating clients on various insurance products. The role offers commission-based income and flexible scheduling options.

Qualifications

• High school diploma or equivalent required.
• Previous sales or customer service experience preferred.
• Strong communication and interpersonal skills are essential.
• Ability to work flexible hours, including evenings and weekends.
• Self-driven with strong organizational skills.
• Valid driver's license and reliable transportation needed.
• State Life & Health Insurance License required or willingness to obtain.

Responsibilities

• Conduct in-home appointments with clients.
• Analyze customer financial needs and recommend products.
• Educate clients on insurance and financial planning options.
• Generate leads through referrals and networking.
• Maintain relationships through regular follow-ups.
• Complete applications and documentation accurately.
• Meet sales performance goals.
• Participate in training and professional development.
• Ensure compliance with regulations.

Skills

Sales experience

Strong communication skills

Organizational skills

Education

High school diploma or equivalent

Tools

Transportation

Job description

SalesDraft Recruiting is seeking an In-Home Sales Representative to provide tailored financial protection solutions. This role involves meeting clients at home, building relationships, and achieving sales goals.

The ideal candidate should be self-motivated, customer-focused, and possess strong communication skills. Responsibilities include conducting appointments, analyzing financial needs, and educating clients on various insurance products. The role offers commission-based income and flexible scheduling options.