On-Site Insurance Sales Associate: Training & Licensing

Comparion Insurance Agency; Madison (WI); On-site; USD 36,000 - 60,000; Full time

Job summary

Comparion Insurance Agency in Appleton, Wisconsin is hiring an Insurance Sales Associate to support a Sales Agent in growing new business and retaining customers. This role emphasizes listening and empathy, building local relationships, and providing exceptional service in person.

You will pursue prospects, process new business, and collaborate with departments to ensure quality customer experiences. Training includes licensing and materials covered, with opportunities to advance within Liberty

Qualifications

• High School Degree.
• 1-2 years of relevant sales experience preferred.
• Exceptional written and verbal communication skills.
• Ability to handle objections and educate customers in a consultative manner.
• Demonstrated self-starter, motivated to learn and grow in a professional sales organization.
• Professional business acumen, strong presence and confidence.
• Resourceful team player that can contribute and accept new ideas.
• A state insurance license—or willingness to earn one with training and support—in Property & Casualty, and Life.

Responsibilities

• Utilize consultative sales techniques to prospect and initiate new business sales.
• Assists in the processing of new business, including contacting customers to finalize sales and service transactions.
• Identifies cross selling opportunities for Sales Agent.
• Contributes to and executes a marketing plan with the Sales Agent.
• Identifies mass marketing prospects through existing book of business and community prospecting opportunities.
• Meet monthly goals for new business sales.
• Completes follow-ups on new policies in order to keep retention level high and capitalize cross-selling opportunities.
• Coordinates activities with other departments to ensure quality customer service
• Acts as initial contact in addressing customer concerns regarding establishment of policies and new account status.
• Unlicensed candidates will be enrolled in a new hire training class once they begin working for Comparion. The training includes a licensing training program in which Comparion covers the cost of training materials and exam fees.

Skills

Sales experience

Communication skills

Self-starter

Team player

Licensing willingness

Education

High School Degree

Job description

Comparion Insurance Agency in Appleton, Wisconsin is hiring an Insurance Sales Associate to support a Sales Agent in growing new business and retaining customers. This role emphasizes listening and empathy, building local relationships, and providing exceptional service in person.

You will pursue prospects, process new business, and collaborate with departments to ensure quality customer experiences. Training includes licensing and materials covered, with opportunities to advance within Liberty