Insurance Sales Associate — Local Growth & Licensing

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

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.