Insurance Sales Agent

Coulter Services

Saint George (UT)

On-site

USD 45,000 - 85,000

Full time

15 hours ago
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Job summary

Coulter Services is seeking an Insurance Producer to provide tailored insurance and financial solutions for K–12 educators in a field-based role. You will prospect within local schools and build strong relationships with educators, assess needs, and guide on auto, home, life, supplemental, and retirement products.

You will manage a sales pipeline from prospecting through follow-up, conduct on-site presentations and one-on-one discussions, prepare accurate quotes, and ensure compliant

Qualifications

  • Customer-focused consultative selling and relationship building.
  • Strong communication skills for presentations and educator outreach.
  • Knowledge of insurance and retirement/supplemental planning concepts.
  • Ability to handle quotes, documentation, and compliance accurately.

Responsibilities

  • Prospect within local schools and build strong relationships with educators.
  • Assess needs and deliver guidance on auto, home, life, supplemental, and retirement products.
  • Manage a sales pipeline from prospecting through follow-up.
  • Conduct on-site presentations and one-on-one discussions.
  • Prepare accurate quotes and recommend appropriate coverage.
  • Maintain compliant policy documentation and adhere to all regulatory requirements.

Skills

Consultative selling
Relationship building
Communication skills
Regulatory awareness

Job description

Insurance Producer — Provide tailored insurance and financial solutions for K–12 educators in a field-based role.

  • Prospect within local schools and build strong relationships with educators.
  • Assess needs and deliver guidance on auto, home, life, supplemental, and retirement products.
  • Manage a sales pipeline from prospecting through follow-up.
  • Conduct on-site presentations and one-on-one discussions.
  • Prepare accurate quotes and recommend appropriate coverage.
  • Maintain compliant policy documentation and adhere to all regulatory requirements.
Key Skills/Qualifications
  • Customer-focused consultative selling and relationship building.
  • Strong communication skills for presentations and educator outreach.
  • Knowledge of insurance and retirement/supplemental planning concepts.
  • Ability to handle quotes, documentation, and compliance accurately.
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