InHome Sales Representative

SalesDraft Recruiting; St. Louis (MO); Hybrid; USD 50,000 - 70,000; 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 meet clients at their homes, offering financial protection and insurance solutions. This role emphasizes relationship-building and helps families with life insurance and financial planning needs.

The ideal candidate should be self-motivated with strong communication skills and prior sales experience. Responsibilities include conducting appointments, analyzing needs, educating clients, and meeting sales goals. A valid driver’s license and state insurance license are required.

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.

Responsibilities

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

Skills

Sales experience

Customer service

Communication skills

Organizational skills

Education

High school diploma or equivalent

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