Managing Expansion Agent

Atlantic District; Chester (Delaware County); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

PTO

Work from Home

Flexible Schedule

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Parental Leave

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Job summary

The Atlantic District in Chester, PA is seeking a dynamic Managing Expansion Agent to drive local growth, build a client book, and provide guidance on insurance options. You will engage families and small businesses, translate complex policies into practical solutions, and work with a collaborative team to expand our footprint.

This role emphasizes face-to-face networking and community trust. Pennsylvania Life and Health license and 3+ years of sales experience are required, with a proven track

Qualifications

• Pennsylvania Life and Health Insurance License.
• Three or more years in insurance sales or account management.
• Proven track record of meeting or exceeding sales targets.
• Strong comfort with face-to-face networking and community engagement.
• Ability to explain complex policy details clearly to clients.
• Proficiency in standard office software and client database management systems.

Responsibilities

• Identify and engage local families and small business owners to assess their long-term financial security needs.
• Lead initiatives to grow our footprint within the Chester area by building authentic community connections.
• Conduct one-on-one consultations to match clients with the right insurance products for their life stages.
• Review existing client policies regularly to ensure coverage evolves with goals.
• Mentor and collaborate with fellow team members to foster a culture of shared success.
• Maintain accurate and timely records of all client interactions and policy adjustments.

Education

Pennsylvania Life and Health Insurance License

Tools

CRM systems

MS Office

Client database management

Job description

Job Description

At The Atlantic District, we believe insurance is about much more than policies and paperwork; it is about providing peace of mind to the people in our own backyard. We are looking for an energetic and community-focused Managing Expansion Agent to join our team in beautiful Chester, Pennsylvania. Our office is a place where your voice matters and your hard work directly impacts the well-being of our neighbors. You will play a vital role in our growth strategy, serving as a primary point of contact for clients who are looking for honest guidance and reliable protection. We operate with a spirit of collaboration, meaning you will have the support of a dedicated team as you build your own book of business and foster deep, lasting relationships with the people you serve. If you enjoy solving problems, connecting with new people every day, and want to build a career that makes a tangible difference in your community, you will fit right in with us. We invite you to bring your ambition, your unique perspective, and your desire to help others to The Atlantic District, where we can grow and succeed together.

Benefits

• Paid Time Off (PTO)
• Work from Home
• Flexible Schedule
• Health Insurance
• Dental Insurance
• Vision Insurance
• Life Insurance
• Disability Insurance
• Parental Leave
• Hands on Training
• Mon-Fri Schedule
• Career Growth Opportunities
• Retirement Plan

Responsibilities

Identify and engage with local families and small business owners to assess their long-term financial security needs.

Lead initiatives to grow our footprint within the Chester area by building authentic community connections.

Conduct one-on-one consultations to match clients with the right insurance products for their unique life stages.

Review existing client policies regularly to ensure their coverage evolves alongside their personal and professional goals.

Mentor and collaborate with fellow team members to foster a culture of shared success and continuous improvement.

Maintain accurate and timely records of all client interactions and policy adjustments.

Requirements

Pennsylvania Life and Health Insurance License.

Three or more years of experience in insurance sales or account management.

Proven track record of meeting or exceeding individual sales targets.

Strong comfort level with face-to-face networking and community engagement.

Ability to navigate complex policy details and explain them clearly to clients.

Proficiency in standard office software and client database management systems.