Insurance Sales Representative

Krystal Smith State Farm; Carrollton (TX); On-site; USD 40,000 - 70,000; Full time

Benefits offered by this job

Competitive compensation

Performance-based earning potential

Retirement savings plan

Paid time off and holidays

Training and development opportunities

Job summary

Krystal Smith State Farm is seeking an Insurance Sales Representative to join our team in Carrollton, TX. You will build relationships with prospective and current customers, assess insurance needs, and recommend suitable products and coverage options.

The role emphasizes outbound outreach, follow-up, and strong customer service to achieve sales goals. Ideal candidates communicate confidently, strive for targets, and maintain accurate CRM records while staying informed on products, policies, and

Qualifications

• High school diploma or equivalent is required.
• Strong sales, negotiation, and relationship-building skills are preferred.
• Excellent verbal and written communication skills are essential.
• Detail-oriented with consistent follow-through and strong organizational skills.
• Proficiency with Microsoft Office and CRM systems is expected.

Responsibilities

• Develop new business by connecting with prospective customers via phone, email, referrals, and leads.
• Build relationships to understand insurance and financial protection needs.
• Provide quotes and explain products, coverages, discounts, and services.
• Follow up with leads and quotes to convert opportunities into new business.
• Cross-sell and upsell additional insurance products to existing customers.
• Maintain detailed records of leads, quotes, follow-ups, and sales activities in the CRM.

Skills

Sales

Communication

Time management

Relationship-building

Follow-through

Education

High school diploma or equivalent

Tools

Microsoft Office

CRM systems

Job description

Insurance Sales Representative

About the Job:

Job Overview:

We are looking for a motivated, results-driven Insurance Sales Representative to join our team. This position is focused on building relationships with prospective and existing customers, identifying insurance needs, and recommending appropriate products and coverage options. The ideal candidate is confident communicating with customers, comfortable asking for the sale, and motivated by achieving individual and team goals. This role requires strong relationship-building skills, consistent follow-up, attention to detail, and a commitment to providing an excellent customer experience throughout the sales process.

Key Responsibilities:

• Develop new business by connecting with prospective customers through phone, email, referrals, leads, and other outreach opportunities.
• Build relationships with customers to understand their insurance and financial protection needs.
• Provide insurance quotes and explain available products, coverage options, discounts, and services.
• Recommend appropriate insurance solutions based on individual customer needs.
• Follow up consistently with leads, prospects, and quoted customers to convert opportunities into new business.
• Identify opportunities to cross-sell and upsell additional insurance products to existing customers.
• Conduct account conversations to identify coverage gaps and additional protection opportunities.
• Educate customers on insurance products and services so they can make informed decisions.
• Meet or exceed individual and team sales, production, activity, and conversion goals.
• Maintain accurate and detailed records of leads, customer interactions, quotes, follow-ups, and sales activities in the CRM system.
• Provide a professional and positive customer experience throughout the sales process.
• Collaborate with service team members and other departments to ensure a smooth transition from new business to ongoing account servicing.
• Stay current on insurance products, company policies, underwriting guidelines, industry regulations, and product updates.

Qualifications:

• High school diploma or equivalent.
• Previous sales, customer service, insurance, or financial services experience preferred.
• Insurance sales experience is a plus.
• Strong sales, negotiation, and relationship-building skills.
• Excellent verbal and written communication skills.
• Comfortable making outbound calls, following up with leads, overcoming objections, and asking for the sale.
• Self-motivated with the ability to work toward individual and team performance goals.
• Strong organizational and time-management skills.
• Detail-oriented with consistent follow-through.
• Ability to multitask and prioritize in a fast-paced environment.
• Proficiency with Microsoft Office and customer relationship management (CRM) systems.
• Ability to obtain and maintain all required insurance licenses.

Benefits:

• Competitive compensation.
• Sales and performance-based earning opportunities.
• Retirement savings plan.
• Paid time off and paid holidays.
• Training and professional development opportunities.
• Career growth and advancement opportunities.

Join Our Team:

If you are motivated by helping people, building relationships, and growing your career through sales, we encourage you to apply for our Insurance Sales Representative position.