Licensed Personal Lines Insurance Sales Advisor

Horaninsured; Town of Lysander (NY); Hybrid; USD 44,083 - 48,216; Full time

Benefits offered by this job

Health, dental & vision insurance

401(k) with company match

Paid holidays

Parental leave

Birthday off + PTO

Job summary

Horan Companies, Inc. in Baldwinsville, NY is seeking a Hybrid Personal Lines Sales Advisor. This full-time role focuses on inbound opportunities, consultative conversations, and closing—no cold calling. You will guide clients through coverage decisions and move opportunities to close.

The position requires a NY P&C license and 4+ years of personal lines sales experience, with CRM workflow experience. Base pay is $32–$35/hr plus bonuses and benefits.

Qualifications

• Active New York Property & Casualty license required.
• Minimum 4 years of personal lines insurance sales experience.
• Strong communication and closing skills for consultative sales.

Responsibilities

• Respond to inbound leads and referrals; conduct coverage reviews.
• Quote and compare options across multiple carriers and close deals.
• Maintain CRM records, follow sales workflows, and ensure clean handoffs.

Skills

NY P&C license

Personal lines sales

Inbound selling

Tools

HawkSoft

HubSpot

MS Office

Job description

# Licensed Personal Lines Insurance Sales Advisor (Hybrid)Horan Companies, Inc., Baldwinsville Office 63 East Genesee Street, Baldwinsville, NY 13027 **$32 – $35 an hour —** Permanent, Full-time## Full Job Description#### **Position Overview**Hybrid, licensed personal lines sales role focused on **inbound opportunities, consultative conversations, and closing — no cold calling.**We’re a growing, people-first independent insurance agency seeking a **Licensed Property & Casualty professional** who thrives in consultative sales conversations and can confidently guide clients through coverage decisions.This is a **production-focused role built around inbound opportunities and referral flow**, ideal for someone who enjoys evaluating options, making recommendations, and helping clients move confidently toward a clear decision.This role is best suited for someone who enjoys **sales conversations and closing business**, rather than primarily handling ongoing service requests.## Schedule & Work LocationHybrid role after training2 – 3 days in-office (Baldwinsville, NY)2 – 3 work-from-home days per weekTraining: 6 – 8 weeks onsite, 5 days per week with structured supportFull-time, Monday – FridayNo nights, no weekends## Your Day-to-Day ResponsibilitiesThis role covers three core areas — bringing in new business, keeping existing clients well-served, and staying organized while doing both.### New Business Sales1. Respond to inbound leads and referral opportunities2. Conduct coverage reviews and needs assessments3. Quote and compare options across multiple carriers4. Present coverage recommendations clearly and confidently5. Guide clients toward a decision and close business6. Follow up consistently to move opportunities forward### Retention & Coverage Reviews1. Review policies when appropriate to ensure coverage remains aligned2. Reposition coverage when rates change or policies need adjustment3. Address objections calmly and professionally4. Keep conversations focused on solutions and next steps### Systems & Documentation1. Maintain accurate documentation in HawkSoft (AMS) and HubSpot (CRM)2. Follow established sales workflows and processes3. Keep pipeline activity organized and current4. Ensure clean handoffs when needed## What We're Looking For — and What You'll EarnHere's what you'll need to bring to this role and exactly what Horan puts on the table in return.### What You Bring* Active **New York Property & Casualty license** (personal lines required)* Minimum 4 years of personal lines insurance sales experience; small commercial exposure is a plus* Strong personal lines experience; small commercial exposure is a plus* Ability to quote, explain coverage, and confidently ask for the business* Comfort making recommendations and handling objections or pushback* Ability to make decisions without perfect information* Clear, professional communication style across phone, email, and video* Strong follow-through, organization, and a team-first mindset* Comfort using agency systems, CRM platforms, and MS Office* Quiet home workspace and reliable high-speed internet for remote days### Compensation & Benefits* **Base Pay:** $32 – $35 per hour (based on experience)* Performance-based bonus opportunities* Quarterly production incentives* Paid birthday off + PTO* Paid 30-minute lunch* Health, dental & vision insurance* 401(k) with company match* Parental leave* **12 paid federal holidays** (13 including your birthday)## Is This Role the Right Move for You?Before you apply, here's an honest look at who tends to thrive in this position, who might be better suited elsewhere, and what makes Horan a place where sales professionals tend to stay.### This Role Is a Great Fit If You* Enjoy guiding people toward clear decisions* Are comfortable working in a goal-oriented environment* Stay composed when conversations get challenging* Can balance accuracy with forward momentum* Prefer closing business over servicing accounts* Take ownership of results* Are energized by helping clients move forward### This Role Is NOT a Fit If You* Prefer roles focused exclusively on servicing existing accounts* Prefer highly structured, task-based administrative work* Avoid asking for commitment or closing conversations* Need extended time before making recommendations* Feel uncomfortable navigating objections* Prefer roles where success is measured only by task completion rather than business results### Why You’ll Like Working Here* Clear role separation between sales and service* Inbound opportunity flow (**no cold calling**)* Defined expectations and structured onboarding* Professional, steady environment — not a pressure-driven culture* Leadership support without micromanagement* A team that values clarity, ownership, and long-term client relationships## Ready to Apply?If you’re a licensed insurance professional who enjoys consultative conversations and guiding clients toward confident coverage decisions — and you’re ready to grow in a structured, professional sales environment — we’d love to hear from you.At Horan, our **Core Values** guide how we work with clients and with each other.Apply today and help deliver insurance the way it should feel: **clear, confident, and solution-focused.***Note: This page features an overview of the role and not an exhaustive list of responsibilities and requirements.*