Personal Lines Insurance Sales Agent (In-Office)

Trailstone-Insurance-Group; Littleton (CO); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

Paid Time Off

Health Insurance

Mon-Fri Schedule

Dental Insurance

Vision Insurance

Flexible Schedule

Retirement Plan

Job summary

Trailstone Insurance is seeking an ambitious Personal Lines Sales Producer licensed in Colorado to sell property and casualty products across CO and nearby states. You will build and maintain client relationships, educate clients on coverage options, and strive to exceed sales targets.

As a W2 employee, you will receive a competitive base salary with commission, benefits including health, retirement with company match, PTO, and ongoing training from a supportive team.

Qualifications

• Active Colorado Property and Casualty insurance license.
• Proven sales experience and a track record of meeting or exceeding sales targets.
• Excellent communication and interpersonal skills.

Responsibilities

• Utilize various lead sources to prospect for new business
• Prospect and call leads, as well as ask for referrals, and build a network to grow their book of business
• Educating clients and prospects about their coverage needs and options
• Create and maintain strong relationships with clients to ensure their ongoing satisfaction and retention, communicating with them via email, phone, and text as needed
• Meeting or exceeding sales targets and quotas
• Staying up-to-date with industry trends, regulations, and best practices that may affect your clients’ coverage
• Update notes and tasks in our CRM and other organizational tools to accurately document all interactions with clients
• We offer ongoing training and mentorship to support your success!

Skills

Colorado license

Sales experience

Customer service

Tools

CRM

Job description

Job Description

Personal Lines Sales Producer

We are seeking an ambitious, driven Insurance Sales Agent who is already licensed in Colorado to join our growing team at Trailstone Insurance. In this role, you will be responsible for selling property and casualty products to clients in our target states: CO, AZ, WA, OR, UT, ID, and KS.

Our ideal candidate is an ambitious self-starter with a passion for helping others and a proven track record of exceeding sales targets. You will be responsible for enriching lives in the communities we serve by educating clients and prospects about their coverage and price options, as well as building and maintaining relationships with clients to ensure their ongoing satisfaction and retention.

As a W2 employee of Trailstone Insurance, you will receive a competitive base salary with commission opportunities, comprehensive health insurance, retirement option with company match, paid time off, and more. You will have the support of a dedicated team and the opportunity to build a rewarding, financially stable career in the insurance industry.

Benefits

• Paid Time Off (PTO)
• Health Insurance
• Mon-Fri Schedule
• Dental Insurance
• Vision Insurance
• Flexible Schedule
• Retirement Plan

Responsibilities

• Utilize various lead sources to prospect for new business
• Prospect and call leads, as well as ask for referrals, and build a network to grow their book of business
• Educating clients and prospects about their coverage needs and options
• Create and maintain strong relationships with clients to ensure their ongoing satisfaction and retention, communicating with them via email, phone, and text as needed
• Meeting or exceeding sales targets and quotas
• Staying up-to-date with industry trends, regulations, and best practices that may affect your clients’ coverage
• Update notes and tasks in our CRM and other organizational tools to accurately document all interactions with clients
• We offer ongoing training and mentorship to support your success!

Requirements

• Strong desire to serve and help others
• Must have an active Colorado Property and Casualty insurance license
• Willingness to learn about the insurance industry, insurance programs, and state and federal regulations that may impact policyholders
• Proven sales experience and a track record of meeting or exceeding sales targets are a bonus
• Excellent communication and interpersonal skills
• Self-motivated with an entrepreneurial mindset
• Strong organizational and time management skills
• Ability to work independently and as part of a team
• Positive, enthusiastic, and self-motivated attitude
• Technologically savvy & proficient with PCs and Microsoft systems