Insurance Sales Representative

Coulter Services; Woodward (OK); On-site; USD 40,000 - 60,000; Full time

Job summary

Coulter Services in Oklahoma is seeking a Sales Associate to help individuals and families obtain life insurance and supplemental health coverage.

You will prospect leads, conduct needs-based consultations, present tailored solutions, and guide applicants through the application and onboarding process while ensuring regulatory compliance.

Join a customer-focused team that values integrity and proactive client service, with opportunities for growth in the life and health insurance portfolio.

Qualifications

• Prospect, qualify, and manage sales leads.
• Conduct needs-based consultations to identify customer requirements.
• Present tailored insurance solutions and explain coverage options.
• Guide applicants through the application process and support policy onboarding.
• Maintain ongoing client relationships and assist with policy changes.
• Ensure compliance with industry regulations and company standards.

Responsibilities

• Prospect, qualify, and manage sales leads.
• Conduct needs-based consultations to identify customer requirements.
• Present tailored insurance solutions and explain coverage options.
• Guide applicants through the application process and support policy onboarding.
• Maintain ongoing client relationships and assist with policy changes.
• Ensure compliance with industry regulations and company standards.

Skills

Motivated

Customer-focused

Sales mindset

Communication skills

Needs evaluation

Policy onboarding

Integrity

Compliance

Job description

Sales Associate responsible for helping individuals and families obtain life insurance and supplemental health coverage.

Key Responsibilities

• Prospect, qualify, and manage sales leads.
• Conduct needs-based consultations to identify customer requirements.
• Present tailored insurance solutions and explain coverage options.
• Guide applicants through the application process and support policy onboarding.
• Maintain ongoing client relationships and assist with policy changes.
• Ensure compliance with industry regulations and company standards.

Qualifications & Skills

• Motivated, customer-focused sales mindset.
• Strong communication and consultation skills.
• Ability to evaluate needs and recommend appropriate products.
• Comfort working with applications, onboarding, and policy service requests.
• High integrity and commitment to compliance.