Sales Agent

Colonial Life; New York (NY); On-site; USD 42,000 - 65,000; Full time

Job summary

Colonial Life in Staten Island, NY is seeking a full-time Sales Agent who will build and maintain relationships with employers and employees, present insurance solutions, and guide clients through benefits selection.

You will prospect new business, conduct needs-based consultations, deliver product presentations, and support enrollment while providing ongoing customer service and collaborating with internal teams to ensure accurate policy setup.

Qualifications

• Strong communication to present complex information clearly and build trust.
• Excellent customer service to support policyholders and respond to inquiries in a timely manner.
• Proven sales skills, including prospecting, negotiation, and closing, preferably in a consultative environment.
• Foundational insurance knowledge or the ability and willingness to learn insurance products and obtain necessary licenses.
• Training-related skills to educate employers and employees on benefit options and enrollment processes.

Responsibilities

• Build and maintain relationships with employers and employees.
• Present Colonial Life’s insurance solutions and guide clients through benefits selection.
• Prospect new business and conduct needs-based consultations.
• Deliver product presentations and support enrollment activities.
• Provide ongoing customer service and coordinate with internal teams for accurate policy setup.

Skills

Communication

Customer Service

Sales skills

Insurance knowledge

Licensing readiness

Training skills

Time Management

Team Collaboration

Industry knowledge

Education

High school diploma

Job description

Company Description

Colonial Life & Accident Insurance Company, a subsidiary of Unum Group, provides financial protection benefits to workers and their families across the United States. The company offers a broad portfolio of workplace benefits, including disability, life, accident, dental, cancer, critical illness, and hospital confinement indemnity insurance. Colonial Life supports more than 87,000 businesses and 4 million workers with benefit services, education, and innovative enrollment technology. In 2022, the company paid over $700 million in benefits to policyholders, demonstrating a strong commitment to delivering on its promises. Colonial Life maintains an active presence on social media, including Facebook, LinkedIn, and Instagram.

Role Description

This full-time, on-site Sales Agent role is based in Staten Island, NY. The Sales Agent will build and maintain relationships with employers and employees, present Colonial Life’s insurance solutions, and guide clients through the benefits selection process. Responsibilities include prospecting new business, conducting needs-based consultations, delivering product presentations, and supporting enrollment activities. The role also involves providing ongoing customer service, handling questions about coverage, and coordinating with internal teams to ensure accurate and timely policy setup. Sales Agents are expected to stay informed about product offerings, industry trends, and compliance requirements while meeting individual and team sales goals.

Qualifications

• Candidates should possess strong Communication skills to present complex information clearly and build trust with clients.
• Candidates should possess excellent Customer Service skills to support policyholders and respond to inquiries in a professional, timely manner.
• Candidates should possess proven Sales skills, including prospecting, negotiation, and closing, preferably in a consultative environment.
• Candidates should possess foundational Insurance knowledge or the ability and willingness to learn insurance products and obtain necessary licenses.
• Candidates should possess Training-related skills to educate employers and employees on benefit options and enrollment processes.
• Strong organizational and time-management abilities, with attention to detail in documentation and follow-up.
• Comfort working in an on-site, client-facing environment and collaborating with diverse teams.
• Prior experience in benefits, financial services, or related fields is beneficial but not required.
• High school diploma or equivalent required; further education or professional certifications in business, finance, or insurance are a plus.