Licensed Insurance Sales Pro — Full-Cycle, Base + Commission

SalesDraft Recruiting; Wisconsin; On-site; USD 140,000 - 180,000; Full time

Job summary

Zach Perez Insurance Agency, an independently operated Farmers Insurance agency, is seeking a licensed insurance sales professional to join our growing team in a full-time, in-office role.

The ideal candidate holds an active P&C or L&H license and has experience in insurance sales, client relationship management, or business development. You will manage the entire customer journey, build lasting relationships, and contribute to agency growth.

Qualifications

• Active Property & Casualty (P&C) or Life & Health (L&H) license is required.
• Previous insurance industry experience is preferred.
• Experience in insurance sales, client relationship management, or business development.
• Proven ability to manage a sales pipeline from initial contact through closing.
• Authorization to work in the United States.

Responsibilities

• Proactively identify, contact, and engage prospective clients.
• Manage the complete sales process, from initial outreach through closing.
• Assess customer needs and recommend appropriate insurance products and coverage options.
• Present insurance solutions through phone, video, and other communication channels.
• Clearly explain policy details, coverage options, and available solutions.
• Address customer questions, overcome objections, and negotiate effectively.
• Consistently work toward individual sales goals and new business objectives.
• Build and maintain strong relationships with prospective and existing clients.
• Establish trust through professional communication and personalized service.
• Follow up with prospects and maintain an organized sales pipeline.
• Deliver an exceptional customer experience throughout the sales process.
• Coordinate with agency team members to ensure smooth client onboarding.
• Maintain accurate records of sales activities, customer interactions, and pipeline progress.
• Monitor opportunities and follow up consistently to maximize conversions.
• Collaborate with agency leadership and team members to support business growth.
• Leverage insurance industry knowledge to identify opportunities and improve sales performance.

Skills

Communication skills

Negotiation

Closing skills

Self-motivated

Customer service

Job description

Zach Perez Insurance Agency, an independently operated Farmers Insurance agency, is seeking a licensed insurance sales professional to join our growing team in a full-time, in-office role.

The ideal candidate holds an active P&C or L&H license and has experience in insurance sales, client relationship management, or business development. You will manage the entire customer journey, build lasting relationships, and contribute to agency growth.