Insurance Sales Pro — Training, Mentorship, AI Tools

Scalepex

Plano (TX)

On-site

USD 45,000 - 70,000

Full time

14 days+

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Benefits offered by this job

Company-paid training
Licensing support
AI tools
Career advancement
Mentorship
Tools on Tabletop
Business in a Box
Growth-focused team
Unlimited earnings

Job summary

Scalepex is seeking Insurance Sales Agents who are customer‑focused and driven to help families protect what matters most. We’ll provide training, licensing support, and AI‑powered tools to help you succeed.

You’ll make outbound calls, answer inquiries, educate clients on insurance products, generate quotes, guide enrollment, and review policies to ensure proper coverage. You’ll build long‑term client relationships and grow your book of business.

Qualifications

  • Excellent communication and interpersonal skills.
  • Customer-focused mindset.
  • Self-motivated with strong organizational skills.

Responsibilities

  • Make outbound calls to prospective customers.
  • Answer inbound customer inquiries.
  • Educate clients on insurance and financial protection products.
  • Generate personalized insurance quotes and recommendations.
  • Guide customers through the enrollment process.
  • Conduct policy reviews to ensure clients have the right coverage.
  • Build long-term relationships with clients.
  • Cross-sell additional products when appropriate.
  • Generate referrals and grow your book of business.
  • Help individuals and families protect what matters most.

Skills

Communication skills
Customer focus
Self-motivation
Phone sales
Goal oriented
Learn new systems
Sales experience

Education

High school diploma

Job description

Scalepex is seeking Insurance Sales Agents who are customer‑focused and driven to help families protect what matters most. We’ll provide training, licensing support, and AI‑powered tools to help you succeed.

You’ll make outbound calls, answer inquiries, educate clients on insurance products, generate quotes, guide enrollment, and review policies to ensure proper coverage. You’ll build long‑term client relationships and grow your book of business.

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