Inside Sales Agent

Real Estate Education Rocks; Charlotte (NC); On-site; USD 50,000 - 70,000; Full time

Job summary

A leading insurance agency is seeking an Inside Sales Producer in Charlotte, North Carolina. You will drive new business growth by converting leads and managing a personal book of business. The ideal candidate has a strong background in insurance sales and relationship management, possessing excellent communication skills. Responsibilities include proactive sales activities and collaboration with internal teams for client onboarding. The position requires a valid P&C license and a preferred bachelor's degree, with 3–7+ years of relevant experience.

Qualifications

• Active P&C license required.
• 3–7+ years of experience in insurance sales or business development.
• Strong ability to manage and grow a book of business.

Responsibilities

• Drive new business growth by converting warm leads.
• Develop and manage a personal book of business.
• Conduct proactive outbound sales activities.

Skills

Relationship-building

Consultative selling

Time management

Attention to detail

Verbal communication

Written communication

CRM proficiency

Education

Bachelor's degree preferred

Equivalent professional experience

Tools

Microsoft Office

CRM systems

Job description

About Brightway

Established in 2008, Brightway is proud to be one of the fastest-growing insurance agency systems in the United States. With over 350 franchises spanning 35+ states and an impressive $1.3 billion in annual premiums, we rank among the nation’s largest privately owned property and casualty insurance distribution companies. We support our agency owners with comprehensive back-office services, marketing resources, and continuous learning and development.

We are embarking on the next stage of our customer-centric growth, driven by innovation from our talented associates and the application of cutting-edge technologies. This growth has opened doors for creative thinkers who thrive in a diverse and collaborative culture. As a Brightway team member, you'll engage in exciting projects that are reshaping the industry, working alongside a dedicated team committed to delivering exceptional customer service and safeguarding our clients' most valuable assets.

Scope

The Inside Sales Producer is responsible for driving new business growth and maintaining a profitable book of business for Brightway Insurance. This role is suited for an experienced sales professional with a strong understanding of insurance products, relationship-based selling, and territory development. The Producer partners closely with internal teams and carrier partners to generate new opportunities, retain clients, and support long-term business growth within Brightway’s proven operating model.

As an Inside Sales Producer at Brightway you will...

• Drive new business growth by converting warm leads from Brightway’s existing book of business and through active prospecting efforts
• Develop and manage a personal book of business with a focus on retention, cross-selling, and long-term relationship management
• Build and maintain strong relationships with carrier partners to support production goals and market placement
• Conduct proactive outbound sales activity through calls, emails, and follow-ups to promote Brightway’s value proposition
• Own the full sales cycle, from lead engagement through binding and ongoing account management
• Collaborate with internal teams to ensure seamless onboarding, servicing, and renewal support for clients
• Accurately document sales activity, pipeline updates, and follow-ups in CRM and tracking systems
• Identify opportunities to improve sales processes, territory performance, and client experience
• Represent Brightway professionally within the community and carrier network

What we are looking for:

• Active P&C license
• Demonstrated success in a sales or producer role, preferably within insurance or financial services
• Strong ability to manage and grow a book of business independently
• Excellent relationship-building and consultative selling skills
• High level of accuracy, organization, and attention to detail
• Strong time management skills with the ability to prioritize competing demands
• Proficiency in Microsoft Office products and comfort using CRM and sales tracking systems
• Excellent verbal and written communication skills
• Sound judgment and decision-making abilities in a fast-paced sales environment
• Ability to model Brightway values of being Smart, Accountable, and Trustworthy

Experience & Education:

• Bachelor’s degree preferred or equivalent professional experience
• 3–7+ years of experience in insurance sales, producing, or business development
• Prior experience managing carrier relationships and/or territory-based sales is strongly preferred

This position is onsite in Charlotte, North Carolina.

Equal Employment Opportunity: Brightway Insurance is committed to creating a diverse and inclusive workplace that values and respects the contributions of all individuals. We are an equal opportunity employer and do not discriminate based on race, color, national origin, sex, age, disability, religion, sexual orientation, gender identity, or any other characteristic protected by applicable law.

We believe that a diverse workforce is essential to our success and fosters innovation, creativity, and collaboration. We are dedicated to ensuring that our hiring, promotion, and training practices reflect this commitment. We encourage applications from individuals of all backgrounds and experiences and look forward to building a diverse team that reflects the communities we serve.