Insurance Sales Agent

Placements24; Riverton (UT); Remote; USD 50,000 - 80,000; Full time

Benefits offered by this job

Competitive base salary

Uncapped commission

Comprehensive benefits

Remote work from home

Ongoing training and mentorship

Career advancement opportunities

Job summary

Placements24 is seeking a motivated Insurance Sales Agent to join a fully remote sales team. You will generate leads, engage clients, and close sales for life, health, and short-term policies while delivering exceptional service from your home office.

The role emphasizes needs analysis, policy explanations, and personalized recommendations with ongoing coaching and career growth opportunities. A strong communicator with sales-driven mindset will thrive.

Qualifications

• Proven sales experience in insurance or financial services.
• Excellent communication and interpersonal skills.
• Strong ability to persuade and influence potential clients.
• Customer-centric approach with rapport-building ability.
• Self-motivated and results-oriented with strong time-management and remote-work skills.

Responsibilities

• Generate leads through various channels including prospecting, networking, and referrals.
• Contact prospective clients to introduce insurance products and services.
• Conduct needs analysis to understand clients' financial goals and insurance requirements.
• Explain policy features, benefits, exclusions, and pricing clearly.
• Provide personalized recommendations based on client needs.
• Guide clients through the application and underwriting process.
• Achieve and exceed monthly and quarterly sales targets.
• Build and maintain strong relationships with clients through regular follow-ups and service excellence.
• Stay updated on product knowledge, market trends, and competitor offerings.
• Collaborate with team members and management to share best practices and strategies.

Skills

Sales experience

Excellent communication

CRM proficiency

Negotiation skills

Customer service

Education

High school diploma or equivalent

Insurance certifications (RE exam/NQF)

Tools

CRM software

Job description

About the Role

Our client, a growing insurance provider, is looking for an enthusiastic and customer-oriented Insurance Sales Agent to join their expanding remote sales team. This role is fully remote, offering the flexibility to work from your home office while connecting with clients across various regions. You will be responsible for promoting and selling a range of insurance products, including life, health, and short-term policies, to prospective customers. Your key responsibilities will involve generating leads, understanding client needs, explaining policy benefits, and closing sales. Success in this position requires excellent communication and interpersonal skills, a strong understanding of sales techniques, and a passion for helping individuals and families secure their financial future. Join a supportive and dynamic team environment where your sales achievements are recognized and rewarded. We provide comprehensive training and ongoing support to ensure your success in this rewarding career path.

Key Responsibilities

• Generate leads through various channels, including prospecting, networking, and referrals.
• Contact prospective clients to introduce insurance products and services.
• Conduct needs analysis to understand clients' financial goals and insurance requirements.
• Explain policy features, benefits, exclusions, and pricing in a clear and concise manner.
• Provide personalized recommendations based on client needs.
• Guide clients through the application and underwriting process.
• Achieve and exceed monthly and quarterly sales targets.
• Build and maintain strong relationships with clients through regular follow-ups and excellent customer service.
• Stay updated on product knowledge, market trends, and competitor offerings.
• Collaborate with team members and management to share best practices and strategies.

Requirements

• Proven experience in sales, preferably within the insurance industry or financial services.
• Excellent communication, negotiation, and interpersonal skills.
• Strong ability to persuade and influence potential clients.
• Customer-centric approach with a focus on building rapport and trust.
• Self-motivated and results-oriented with a strong drive to succeed.
• Ability to work independently and manage time effectively in a remote setting.
• Proficiency in CRM software and other sales enablement tools.
• High school diploma or equivalent required; relevant insurance certifications (e.g., RE exam, NQF level) are a significant advantage.
• Must have a reliable internet connection and a dedicated home office setup.
• Resilience and a positive attitude towards handling objections and rejections.

Benefits

• Competitive base salary plus uncapped commission structure.
• Comprehensive benefits package including medical aid and retirement savings.
• Extensive sales and product training program.
• Ongoing coaching and mentorship from experienced sales leaders.
• Fully remote work environment offering significant lifestyle flexibility.
• Opportunities for career advancement into senior sales or team leadership roles.
• Recognition programs for top performers.