Lead Agent

The Atlantic District; Virginia Beach (VA); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Annual Base Salary + Commission +Bonus

Paid Time Off (PTO)

Dental Insurance

Vision Insurance

Flexible Schedule

Life Insurance

Health Insurance

Disability Insurance

Mon-Fri Schedule

Hands on Training

Parental Leave

Career Growth Opportunities

Retirement Plan

Job summary

The Atlantic District in Virginia Beach seeks a Lead Agent to engage the local community, manage a growing book of business, and help families secure their financial futures.

You will mentor junior agents, leverage CRM systems to drive pipeline, and collaborate with a sales team to meet and exceed goals, while representing the agency at local events. Residency in Virginia Beach or willingness to relocate is required.

Qualifications

• Active Virginia Life and Health Insurance License.
• Minimum of three years of professional experience in insurance sales.
• Strong track record of meeting or exceeding sales goals.
• Advanced knowledge of CRM systems and digital document management.

Responsibilities

• Identify and engage prospective clients within the local community to discuss their financial security needs.
• Conduct thorough needs assessments to recommend life and health insurance products that align with individual client goals.
• Manage and nurture a robust pipeline of prospects through consistent follow-up and relationship-building activities.
• Review and analyze existing policy portfolios to ensure clients maintain optimal coverage as their life circumstances evolve.
• Provide expert guidance and support to our sales team, sharing best practices to elevate collective performance.
• Represent The Atlantic District at local networking events to increase our brand presence throughout Virginia Beach.

Skills

Interpersonal skills

Relationship building

Mentoring

Lead generation

Tools

CRM software

Job description

Job Description

At The Atlantic District, we believe that the best insurance solutions are born from genuine connection and a deep understanding of our neighbors in Virginia Beach. We are currently looking for a passionate Lead Agent to join our close-knit office, someone who views insurance not just as a policy, but as a way to provide real peace of mind to the families and businesses in our community. We have cultivated an environment where your voice is heard, your professional development is prioritized, and your success is celebrated with genuine enthusiasm. As a Lead Agent, you won't just be managing a book of business; you will be the face of our agency, building long-term trust and helping us shape the future of our local presence. If you thrive on meaningful interactions and are ready to take your career to the next level in a supportive, vibrant, and people-first workplace, you will find a home here with us.

Benefits

• Annual Base Salary + Commission + Bonus Opportunities
• Paid Time Off (PTO)
• Dental Insurance
• Vision Insurance
• Flexible Schedule
• Life Insurance
• Health Insurance
• Disability Insurance
• Mon-Fri Schedule
• Hands on Training
• Parental Leave
• Career Growth Opportunities
• Retirement Plan

Responsibilities

• Identify and engage prospective clients within the local community to discuss their financial security needs.
• Conduct thorough needs assessments to recommend life and health insurance products that align with individual client goals.
• Manage and nurture a robust pipeline of prospects through consistent follow-up and relationship‑building activities.
• Review and analyze existing policy portfolios to ensure clients maintain optimal coverage as their life circumstances evolve.
• Provide expert guidance and support to our sales team, sharing best practices to elevate collective performance.
• Represent The Atlantic District at local networking events to increase our brand presence throughout Virginia Beach.

Requirements

• Active Virginia Life and Health Insurance License.
• Minimum of three years of professional experience in insurance sales.
• Strong track record of meeting or exceeding sales goals.
• Advanced knowledge of CRM systems and digital document management.
• Superior interpersonal skills and the ability to build rapport quickly.
• Residency in or willingness to relocate to the Virginia Beach area.
• Demonstrated ability to mentor junior agents or team members.

Company Description

The Atlantic District is a dynamic and growth-driven division of one of the nation’s most trusted insurance and financial services organizations. We partner with dedicated professionals to build thriving insurance agencies that deliver exceptional protection and financial confidence to individuals, families, and businesses throughout the Atlantic region.

We operate with urgency, purpose, and a commitment to excellence — empowering passionate, impact-oriented leaders to transform their ambitions into sustainable business success.

As part of our team, you’ll work with seasoned mentors, proven systems, and a supportive community that values integrity, service, and long‑term growth.