InHome Sales Representative

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

In-Home Sales Representative

Transamerica Agency Network

Job Summary

The In-Home Sales Representative is responsible for meeting with clients in their homes to provide financial protection and insurance solutions tailored to their needs. This role focuses on building long-term client relationships, generating new business opportunities, and helping families with life insurance, retirement planning, and financial security products.

The ideal candidate is self-motivated, customer-focused, and comfortable working independently while achieving sales goals.

Key Responsibilities

• Conduct in-home appointments with prospective and existing clients
• Analyze customer financial needs and recommend appropriate insurance products
• Educate clients on life insurance, health insurance, retirement, and financial planning options
• Generate leads through referrals, networking, and company-provided opportunities
• Maintain strong relationships with policyholders through regular follow-ups
• Complete applications, policy paperwork, and documentation accurately
• Meet weekly and annual sales performance goals
• Participate in ongoing training, licensing, and professional development programs
• Maintain compliance with company and state insurance regulations

Qualifications

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

Preferred Skills

• In-home sales experience
• Financial services or insurance background
• Relationship-building and consultative selling skills
• Ability to work independently and manage time effectively

Compensation & Benefits

• Commission-based income with bonus opportunities
• Flexible schedule
• Training and mentorship programs
• Career advancement opportunities
• Access to financial and insurance product portfolio
• Potential renewal income opportunities

Work Environment

• Field-based / in-home client meetings
• Some remote administrative work possible
• Independent contractor or employee structure may vary by office