Licensed Insurance Sales Pro – In-Office (Base + Commission)

SalesDraft; Menomonee Falls (WI); On-site; USD 140,000 - 180,000; Full time

Benefits offered by this job

Base salary + commission

In-office environment

Career growth opportunities

Job summary

Zach Perez Insurance Agency in Wisconsin is seeking an experienced Licensed Insurance Sales Agent for a full-time, in-office position. You will own the customer journey from prospecting to closing, leveraging your P&C or L&H license to recommend suitable coverage and grow your book of business.

The role emphasizes building lasting client relationships, meeting sales goals, and collaborating with agency leadership to expand growth opportunities.

Qualifications

• Active Property & Casualty (P&C) or Life & Health (L&H) license
• Previous insurance industry experience
• Experience in insurance sales, client relationship management, or business development
• Proven ability to manage a sales pipeline from initial contact through closing
• Strong verbal and written communication skills
• Confidence communicating with clients by phone, video, and email
• Excellent relationship-building and customer service abilities
• Demonstrated negotiation, objection-handling, and closing skills
• Self-motivated with a proactive, goal-oriented approach
• Professional demeanor and commitment to customer satisfaction

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

Strong verbal and writtencommunication

Relationship-building

Self-motivated

Negotiation and closing

Customer service excellence

Prospecting and pipeline management

Job description

Zach Perez Insurance Agency in Wisconsin is seeking an experienced Licensed Insurance Sales Agent for a full-time, in-office position. You will own the customer journey from prospecting to closing, leveraging your P&C or L&H license to recommend suitable coverage and grow your book of business.

The role emphasizes building lasting client relationships, meeting sales goals, and collaborating with agency leadership to expand growth opportunities.