Insurance Sales Representative

gobravvo; Charlotte (NC); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

Bonuses/commissions

Paid time off

Professional growth

Job summary

gobravvo in Charlotte, NC is seeking an Insurance Sales Representative to drive growth, build lasting client relationships, and deliver exceptional service within an established agency. This full-time role rewards proactive selling, educating clients about insurance options, and supporting their financial security goals.

You will identify client needs, present tailored coverage, generate quotes, close sales, and maintain licensing and regulatory compliance.

Qualifications

• License: Property & Casualty, or ability to obtain.
• Life/Health license, or willingness to obtain.
• Strong interpersonal and verbal/written communication.
• Ability to work independently and in a team.
• Commitment to customer service with accuracy.

Responsibilities

• Establish relationships with clients and follow up regularly.
• Identify service opportunities to grow the client base.
• Provide timely, accurate insurance quotes and presentations.
• Close sales to meet agency goals.
• Maintain licensing and stay updated on product changes.

Skills

Client relationships

Sales skills

Licensing knowledge

Communication

Regulatory compliance

Tools

Insurance software

Job description

As an Insurance Sales Representative you play a critical role in driving growth, building lasting client relationships, and delivering exceptional customer service within an established insurance agency environment. This full-time opportunity is ideal for individuals passionate about helping others, educating clients about insurance solutions, and seeking a rewarding career with significant growth potential. By joining a high-performing agent team, you’ll engage in meaningful conversations, guide clients through their insurance options, and support their financial security goals. This position is a cornerstone for those interested in a dynamic, client-focused role in the insurance sector, offering valuable experience, advancement potential, and a supportive professional environment.

The Insurance Sales Representative serves as a key member of the agency’s team, engaging directly with clients to identify their needs and provide tailored insurance solutions. By leveraging your interpersonal and communication skills, you’ll foster trust with both new and existing clients, ensuring ongoing satisfaction and loyalty. The position requires a proactive, self-motivated approach and a strong commitment to accuracy, efficiency, and compliance with all regulatory standards. Those who thrive in this role possess a balance of customer service expertise, sales acumen, and organizational diligence. Working in this capacity means staying current with industry developments, product offerings, and maintaining all necessary licenses and certifications.

As an Insurance Sales Representative, you will collaborate with your team to achieve and exceed targets, expand your professional network, and continually refine your product knowledge. You will be empowered to build your career within the agency, with clear pathways for professional growth and skill development. This role is best suited for driven individuals who value continuous learning and are dedicated to delivering high-quality service and solutions to clients.

Insurance Sales Representative - Summary

• Serve as a primary client contact within the agency, focusing on insurance sales and client retention.
• Deliver outstanding customer service and educate clients on available insurance products.
• Participate actively in team initiatives and ongoing professional development.

Duties & Responsibilities

• Establish and nurture relationships with clients, ensuring consistent follow-up and support as needed.
• Identify new service opportunities with both new and existing clients to grow the agency’s client base.
• Provide prompt, accurate, and friendly service, including addressing inquiries about insurance availability, eligibility, coverage options, policy updates, claims, transfers, and billing matters.
• Utilize a needs-based approach to educate clients about suitable insurance products and coverage solutions.
• Generate insurance quotes, deliver persuasive sales presentations, and close sales to achieve agency goals.
• Develop and maintain strong networking relationships to expand business opportunities.
• Maintain a disciplined work ethic and a strong commitment to daily success, accuracy, and compliance.

Salary & Benefits

• Competitive base salary with the potential for additional bonuses or commissions based on performance.
• PTO benefits including paid vacation and personal or sick days.
• Opportunities for professional growth and advancement within the agency.
• Valuable hands-on experience in the insurance industry and agency operations.

Qualifications & Requirements

• Property and Casualty Insurance license, or willingness and ability to obtain one.
• Life and Health Insurance license, or willingness and ability to obtain one.
• Strong interpersonal, written, and verbal communication skills.
• Organizational skills and attention to detail.
• Ability to work effectively both independently and as part of a team.
• Proactive problem-solving abilities and dedication to exceptional customer service.
• Ability to learn and adapt to agency systems and technology.
• Commitment to ongoing education regarding product changes and industry developments.

Ideal Candidate Snapshot

• Outgoing, people-oriented, and motivated to achieve individual and team goals.
• Excels in a fast-paced, dynamic environment and embraces change.
• Self-starter with a positive attitude and high level of professionalism.
• Demonstrates pride in delivering accurate, timely, and high-quality work.
• Committed to continuous improvement and professional development.

Other Relevant Information

• This position is with an independent contractor agent, not directly with the parent insurance company.
• Employment is contingent upon meeting all applicable licensing and training requirements.
• Agency employees are not employees of the parent insurance company; agency owners hire and manage their own staff.
• Equal Opportunity Employer: All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or protected veteran status.