Insurance Sales Associate

Comparion Insurance Agency; Appleton (WI); On-site; USD 36,000 - 64,000; Full time

Job summary

Comparion Insurance Agency in Appleton, Wisconsin is seeking an Insurance Sales Associate to support a Sales Agent in profitable growth through new business sales and customer retention. This in-person role emphasizes listening, empathy, and building a strong local network within the community.

The position involves prospecting, processing new business, and cross-selling opportunities, with ongoing training including license preparation for candidates who are unlicensed.

Qualifications

• Must have 1-2 years of relevant sales experience and ability to listen empathetically.
• Excellent written and verbal communication skills.
• Demonstrated self-starter with desire to learn and grow in a professional sales organization.
• Ability to handle objections and educate customers in a consultative manner.

Responsibilities

• Utilize consultative sales techniques to prospect and initiate new business sales.
• Assist in processing new business, including contacting customers to finalize sales and service transactions.
• Identify cross selling opportunities for the Sales Agent.
• Contribute to and execute a marketing plan with the Sales Agent.
• Identify mass marketing prospects through existing book of business and community prospecting opportunities.
• Meet monthly goals for new business sales.
• Complete follow-ups on new policies to maintain high retention and capitalize on cross-selling.
• Coordinate activities with other departments to ensure quality customer service.
• Act as initial contact in addressing customer concerns regarding policy establishment and new account status.
• Unlicensed candidates will be enrolled in a new hire training class with licensing training and exam fees covered by Comparion.

Skills

Sales experience

Communication skills

Self-motivation

Prospecting

Customer service

Licensing willingness

Education

High School Degree

Job description

Description

We’re Hiring Immediately! As an Insurance Sales Associate, you will work alongside with and support a Comparion Insurance Sales Agent in profitable growth through new business sales and customer retention. Your ability to listen and empathize are key in being the initial contact for our customers. Success in this role will require building a strong local network and in-person relationship in the community. We are looking for an Insurance Sales Associate to join our team in our Appleton, Wisconsin office. This is not a remote position.

Responsibilities

• Utilize consultative sales techniques to prospect and initiate new business sales.
• Assists in the processing of new business, including contacting customers to finalize sales and service transactions.
• Identifies cross selling opportunities for Sales Agent.
• Contributes to and executes a marketing plan with the Sales Agent.
• Identifies mass marketing prospects through existing book of business and community prospecting opportunities.
• Meet monthly goals for new business sales.
• Completes follow-ups on new policies in order to keep retention level high and capitalize cross‑selling opportunities.
• Coordinates activities with other departments to ensure quality customer service
• Acts as initial contact in addressing customer concerns regarding establishment of policies and new account status.
• Unlicensed candidates will be enrolled in a new hire training class once they begin working for Comparion. The training includes a licensing training program in which Comparion covers the cost of training materials and exam fees.

Qualifications

• High School Degree
• 1-2 years of relevant sales experience preferred
• Exceptional written and verbal communication skills
• Ability to handle common objections and educate customers in a consultative manner
• Demonstrated self‑starter, motivated to learn and grow in a professional sales organization
• Professional business acumen, strong presence and confidence
• Resourceful team player that can contribute and accept new ideas
• A state insurance license—or willingness to earn one with training and support—in Property & Casualty, and Life

About Us

Pay Philosophy: The typical starting salary range for this role is determined by a number of factors including skills, experience, education, certifications and location. The full salary range for this role reflects the competitive labor market value for all employees in these positions across the national market and provides an opportunity to progress as employees grow and develop within the role. Some roles at Liberty Mutual have a corresponding compensation plan which may include commission and/or bonus earnings at rates that vary based on multiple factors set forth in the compensation plan for the role.

At Liberty Mutual, our goal is to create a workplace where everyone feels valued, supported, and can thrive. We build an environment that welcomes a wide range of perspectives and experiences, with inclusion embedded in every aspect of our culture and reflected in everyday interactions. This comes to life through comprehensive benefits, workplace flexibility, professional development opportunities, and a host of opportunities provided through our Employee Resource Groups. Each employee plays a role in creating our inclusive culture, which supports every individual to do their best work. Together, we cultivate a community where everyone can make a meaningful impact for our business, our customers, and the communities we serve.

We value your hard work, integrity and commitment to make things better, and we put people first by offering you benefits that support your life and well‑being. To learn more about our benefit offerings please visit: https://www.libertymutualgroup.com/about-lm/careers/benefits

Liberty Mutual is an equal opportunity employer. We will not tolerate discrimination on the basis of race, color, national origin, sex, sexual orientation, gender identity, religion, age, disability, veteran's status, pregnancy, genetic information or on any basis prohibited by federal, state or local law.

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