Sales Agent

Bamboo Insurance; Midvale (UT); Remote; USD 40,000 - 60,000; Full time

Job summary

A leading insurance company is seeking a driven Sales Agent to join their fully remote team. The role focuses on providing tailored insurance solutions to clients, primarily in California, while maintaining relationships and achieving sales targets. Ideal candidates will thrive in a fast-paced environment and possess strong communication skills.

Qualifications

• 5+ years of insurance sales experience required.
• P&C insurance license required.

Responsibilities

• Determine customer needs and recommend solutions.
• Provide quotes, close sales, and achieve set quotas.
• Conduct insurance reviews to retain and cross-sell policies.

Skills

Communication

Organizational Skills

Self-motivated

Proactive

Education

P&C Insurance License

5+ Years of Insurance Sales Experience

Tools

CRM Platforms

Comparative Rating Tools

VOIP Phone Systems

Job description

Job Details

Job Location: MIDVALE, UT

Position Type: Full Time

Salary Range: Undisclosed

Job Category: Agency

Sales Agent

Job Summary:

We are seeking a driven and customer-focused Sales Agent to join our team. This fully remote role focuses on fielding inbound calls and emails from prospective clients, identifying their needs, and providing tailored insurance solutions. With a primary focus on California clients and the ability to write policies nationwide, you'll have every opportunity to earn substantial commission and bonuses while being an integral part of delivering our mission and vision.

Duties/Responsibilities:

• Determine customer needs and recommend solutions
• Provide quotes, close sales, and achieve set quotas and targets
• Conduct insurance reviews to retain, cross-sell and upsell coverages / policies
• Maintain consistent knowledge of P&C products, underwriting guidelines, and pricing
• Keep abreast of industry, contract coverage and limits, processes, and procedures
• Establish and maintain relationships with lead source affiliates

Required Skills/Abilities:

• Ability to thrive in a challenging and fast-paced environment
• Ability to establish rapport, credibility, trust, and positive relationships with prospects and clients
• Self-motivated, focused, enthusiastic, and able to successfully multi-task
• Proficient in technology, with experience using comparative rating tools, multiple carrier portals, CRM platforms, and VOIP phone systems.
• Proactive and persistent
• Excellent written and oral communication skills
• Strong organizational skills

Required Education and Experience:

• 5+ years of insurance sales experience
• P&C insurance license required

Preferred Requirements:

• Experience selling Bamboo insurance highly desired
• Demonstrated success in a work-from-home environment

Physical Requirements:

• Prolonged periods of sitting at a desk and working on a computer.

Pay Rate: $22/hour + commission

Bamboo is committed to the principles of equal employment. We are committed to complying with all federal, state, and local laws providing equal employment opportunities, and all other employment laws and regulations.