Insurance Advisor | Flexible Schedule, PTO & Growth

IdealTraits Demo Account; Lake Orion (MI); On-site; USD 35,000 - 65,000; Full time

Benefits offered by this job

Paid Time Off

Flexible Schedule

Health Insurance

Career Growth Opportunities

Job summary

IdealTraits Demo Account in Lake Orion, Michigan is seeking an Insurance Agent who brings warmth, dedication, and a passion for helping neighbors secure their future. You will connect with prospective clients to assess protection needs, build a steady pipeline through local outreach, and review policies as circumstances change.

A license is required, along with strong sales results and precise record-keeping.

Qualifications

• Active Property & Casualty Insurance License in Michigan.
• Strong track record of meeting or exceeding sales goals.
• Clear, empathetic communication style that builds immediate rapport.
• Experience managing an insurance sales pipeline or CRM software.
• High attention to detail when documenting client policies and coverage needs.
• Proficiency in navigating insurance carrier software and quoting platforms.

Responsibilities

• Connect with prospective clients to understand their protection needs and offer suitable policy options.
• Develop and maintain a steady pipeline of new business through networking and local outreach.
• Review existing client accounts to ensure coverage remains relevant as their personal or business circumstances change.
• Maintain accurate client records and ensure all regulatory documentation is handled with precision.
• Work closely with the rest of the team to share knowledge and create a collaborative atmosphere.
• Keep up to date on changes within the insurance industry to provide the most accurate and helpful advice.

Skills

Empathetic communication

Sales track record

Networking/local outreach

Attention to detail

Team collaboration

Education

Property & Casualty Insurance License (MI)

Tools

CRM software

Carrier software

Quoting platforms

Job description

IdealTraits Demo Account in Lake Orion, Michigan is seeking an Insurance Agent who brings warmth, dedication, and a passion for helping neighbors secure their future. You will connect with prospective clients to assess protection needs, build a steady pipeline through local outreach, and review policies as circumstances change.

A license is required, along with strong sales results and precise record-keeping.