Insurance Sales Development Consultant

North American Insurance Services; Dallas, Fort Worth (TX, TX); On-site; USD 55,000 - 90,000; Full time

Job summary

North American Insurance Services LLC is seeking an Insurance Sales Development Consultant to support and grow our national network of independent agents from Dallas-Fort Worth. This full-time, on-site role focuses on lead generation, outreach to agents and prospects, and driving new business across health, Medicare, life, and related products.

You will train and coach sales representatives, coordinate production, and partner with leadership to refine sales strategies.

Qualifications

• Lead generation and sales experience to identify prospects and close opportunities.
• Excellent verbal and written communication for agents and clients.
• Ability to train and mentor sales professionals.
• Sales operations capabilities including pipeline management and reporting.
• Experience in insurance sales, brokerage, or financial services.
• Knowledge of health insurance, Medicare, life insurance, annuities, or long-term care.
• Willingness to obtain professional licenses as needed.
• Proficiency with Microsoft Office Suite.

Responsibilities

• Recruit, onboard, and develop independent insurance agents nationwide.
• Guide agents through contracting, onboarding, and initial production setup.
• Build working knowledge of NAIS product lines, enrollment workflows, and carrier requirements.
• Serve as a primary point of contact for agent questions, sales support, and operational assistance.
• Provide ongoing training coordination and production support to agents.
• Maintain accurate CRM documentation and onboarding records.
• Communicate across phone, email, text, and social media channels daily.
• Collaborate with internal sales and operations teams to ensure smooth agent experiences.
• Identify opportunities to help agents grow production and engagement. Perform additional duties as assigned.

Skills

Lead generation

Communication skills

Training & coaching

Sales operations

Insurance industry experience

Product knowledge (Health/Medicare/LI/

Licensing readiness

Team collaboration

Tools

CRM usage

Microsoft Office

Job description

North American Insurance Services LLC is a national independent insurance marketing organization specializing in individual health insurance, Medicare, supplemental health, life insurance, annuities, and long-term care. We partner with insurance professionals to deliver comprehensive coverage solutions to individuals and families. It focuses on empowering agents with tools, training, and support to grow their practices and serve clients effectively. Applicants can expect a professional environment that values compliance, customer service, and long-term client relationships.

Role Description

The Insurance Sales Development Consultant is a full-time, on-site role based in the Dallas-Fort Worth Metroplex. This position focuses on developing and supporting insurance sales teams by identifying and qualifying leads, nurturing prospects, and driving new business across health, Medicare, life, and related product lines. Day-to-day responsibilities include managing lead generation activities, conducting outreach to agents and prospects, facilitating sales presentations, and supporting sales operations processes and reporting. The consultant will also design and deliver training sessions, coach sales representatives on best practices, and collaborate with leadership to refine sales strategies and improve performance. The role requires close interaction with internal teams and external partners to ensure a consistent, customer-centered sales experience.

Key Responsibilities

• Recruit, onboard, and develop independent insurance agents nationwide
• Guide agents through contracting, onboarding, and initial production setup
• Build working knowledge of NAIS product lines, enrollment workflows, and carrier requirements
• Serve as a primary point of contact for agent questions, sales support, and operational assistance
• Provide ongoing training coordination and production support to agents
• Maintain accurate CRM documentation and onboarding records
• Communicate across phone, email, text, and social media channels daily
• Collaborate with internal sales and operations teams to ensure smooth agent experiences
• Identify opportunities to help agents grow production and engagementPerform additional duties as assigned

Qualifications

• Strong Lead Generation and Sales skills, with experience identifying prospects and converting opportunities into closed business.
• Excellent communication skills, including clear verbal, written, and interpersonal abilities for working with agents, clients, and internal teams.
• Candidates should have training skills, including coaching and mentorship for sales professionals.
• Sales operations skills, including pipeline management, CRM usage, reporting, and process optimization.
• Prior experience in insurance sales, brokerage, or financial services is highly beneficial.
• Knowledge of health insurance, Medicare, life insurance, annuities, or long-term care products is preferred.
• Ability to work on-site in the Dallas-Fort Worth Metroplex and collaborate effectively in a team-oriented environment.
• Relevant professional licensing (such as state health and life insurance licenses) or willingness to obtain required licenses within a defined timeframe.
• Basic proficiency with Microsoft Office Suite (Word, Excel, Outlook)