In-Office Insurance Sales Associate — Training & Licensing

Comparion Insurance Agency; Charlotte (NC); On-site; USD 42,000 - 62,000; Full time

Job summary

Comparion Insurance Agency in Charlotte, NC is hiring an Insurance Sales Associate to join our in-office team and support a local Sales Agent in growing new business and retaining customers.

You will use consultative sales techniques, build relationships in the community, and meet monthly sales goals. Training includes licensing support for unlicensed candidates, with materials and exam fees covered by the company. This role emphasizes strong communication and customer service excellence.

Qualifications

• High School Diploma.
• 1-2 years of relevant sales experience preferred.
• Exceptional written and verbal communication skills.
• Ability to handle common objections and educate customers.
• A state insurance license—or willingness to earn one with training and support—in Property & Casualty, and Life.

Responsibilities

• Utilize consultative sales techniques to prospect and initiate new business sales.
• Assists in the processing of new business, including contacting customers to finalize sales and service transactions.
• Identifies cross selling opportunities for Sales Agent.
• Contributes to and executes a marketing plan with the Sales Agent.
• Identifies mass marketing prospects through existing book of business and community prospecting opportunities.
• Meet monthly goals for new business sales.
• Completes follow-ups on new policies in order to keep retention level high and capitalize cross-selling opportunities.
• Coordinates activities with other departments to ensure quality customer service
• Acts as initial contact in addressing customer concerns regarding establishment of policies and new account status.
• Unlicensed candidates will be enrolled in a new hire training class once they begin working for Comparion. The training includes a licensing training program in which Comparion covers the cost of training materials and exam fees.

Skills

Communication

Objection Handling

Self-motivation

Networking

Customer service mindset

Education

High School Diploma

Job description

Comparion Insurance Agency in Charlotte, NC is hiring an Insurance Sales Associate to join our in-office team and support a local Sales Agent in growing new business and retaining customers.

You will use consultative sales techniques, build relationships in the community, and meet monthly sales goals. Training includes licensing support for unlicensed candidates, with materials and exam fees covered by the company. This role emphasizes strong communication and customer service excellence.