Insurance Sales Consultant: Lead, Quote, Close

The Misch Group; Charlotte (NC); On-site; USD 40,000 - 80,000; Full time

Job summary

The Misch Group is seeking an Insurance Sales Agent in Charlotte, NC to generate new business by assessing client needs and offering tailored insurance solutions. You will build relationships with prospects, explain coverage options, and work toward achieving sales targets while maintaining accurate client records.

The role requires self‑motivation, exceptional communication, and the ability to manage leads, quotes, policy details, and administrative tasks.

Qualifications

• Identify and target potential clients through referrals, networking, and marketing efforts.
• Assess insurance needs, recommend coverage options, and explain policy details including benefits, terms, and exclusions.
• Create and present customized insurance proposals clearly and accurately.

Responsibilities

• Identify and target potential clients through referrals, networking, and marketing efforts.
• Develop relationships with centers of influence who can provide client referrals.
• Contact prospective clients via phone and email for both commercial and personal lines.
• Assess insurance needs, recommend coverage options, and explain policy details including benefits, terms, and exclusions.
• Create and present customized insurance proposals clearly and accurately.
• Maintain strong client relationships to promote satisfaction and retention.
• Convert leads into clients by effectively closing sales and meeting or exceeding sales targets.
• Keep current with industry trends, regulatory changes, and new insurance products.
• Complete paperwork, process applications, and maintain accurate client records.

Skills

Lead generation

Client consultations

Sales closing

Relationship building

Regulatory compliance

Data entry

Networking

Job description

The Misch Group is seeking an Insurance Sales Agent in Charlotte, NC to generate new business by assessing client needs and offering tailored insurance solutions. You will build relationships with prospects, explain coverage options, and work toward achieving sales targets while maintaining accurate client records.

The role requires self‑motivation, exceptional communication, and the ability to manage leads, quotes, policy details, and administrative tasks.