Insurance Agent

Freedom Financial; Coeur d'Alene (ID); On-site; USD 42,000 - 64,000; Full time

Job summary

Freedom Financial in Coeur d'Alene, ID is seeking an on-site Insurance Agent to meet with clients, assess coverage needs, and recommend suitable products. You will generate leads, conduct consultations, prepare quotes, and manage policy applications and renewals.

Join a team focused on service, ethics, and growth, with training and opportunities to advance in a client-centered financial services firm. You will work closely with colleagues to achieve sales goals while delivering high-quality

Qualifications

• Strong skills in Insurance Sales and Insurance, with the ability to match products to client needs and clearly explain coverage options.
• Experience or familiarity with Insurance Brokerage and Finance, including understanding financial implications of policy structures and benefits.
• Proven Customer Service skills, with a focus on responsiveness, empathy, and building long-term client relationships.
• Relevant state insurance licensing (or ability to obtain promptly) and adherence to regulatory and ethical standards.
• Effective communication, presentation, and negotiation skills, both in person and over the phone.
• Ability to work on-site, manage time well, and handle multiple client accounts and tasks simultaneously.
• Comfort with basic digital tools and CRM systems; prior experience in financial services or sales is preferred.
• High school diploma or equivalent required; additional education in business, finance, or related fields is beneficial.

Responsibilities

• Meet with prospective and existing clients to assess coverage needs and recommend appropriate insurance products and financial solutions.
• Generate leads, conduct consultations, prepare quotes, and manage policy applications and renewals.
• Deliver high-quality customer service and explain policy details clearly; maintain accurate records in compliance with standards.
• Collaborate with team members and participate in ongoing training; contribute to sales goals and business growth.

Skills

Insurance Sales

Customer Service

Financial Services

Communication

Negotiation

In-person Service

Education

High school diploma or equivalent

Tools

CRM systems

Job description

Company Description

Freedom Financial is dedicated to attracting top talent who want to sell products that make a meaningful difference in clients’ lives. The company emphasizes a supportive, people-first culture where team members enjoy collaborating with colleagues they respect and trust. Freedom Financial is committed to helping its team build long-term, generational wealth through professional growth and performance-based opportunities. The organization focuses on providing high-impact financial and insurance solutions while fostering a workplace that values integrity, initiative, and shared success. More information about the company and its mission is available at https://www.freedomfinancial.io/.

Role Description

This full-time, on-site Insurance Agent role is based in Coeur d'Alene, ID. The Insurance Agent will meet with prospective and existing clients, assess their coverage needs, and recommend appropriate insurance products and financial solutions. Day-to-day responsibilities include generating leads, conducting consultations, preparing quotes, and managing policy applications and renewals. The role involves delivering high-quality customer service, explaining policy details clearly, and maintaining accurate records in compliance with industry and company standards. The Insurance Agent will collaborate with team members, participate in ongoing training, and contribute to sales goals and overall business growth.

Qualifications

• Strong skills in Insurance Sales and Insurance, with the ability to match products to client needs and clearly explain coverage options.


• Experience or familiarity with Insurance Brokerage and Finance, including understanding financial implications of policy structures and benefits.


• Proven Customer Service skills, with a focus on responsiveness, empathy, and building long-term client relationships.


• Relevant state insurance licensing (or ability to obtain promptly) and adherence to regulatory and ethical standards.


• Effective communication, presentation, and negotiation skills, both in person and over the phone.


• Ability to work on-site, manage time well, and handle multiple client accounts and tasks simultaneously.


• Comfort with basic digital tools and CRM systems; prior experience in financial services or sales is preferred.


• High school diploma or equivalent required; additional education in business, finance, or related fields is beneficial.