Sales and Marketing Representative

The Lea Agency, LLC

DeForest (WI)

On-site

USD 40,000 - 70,000

Full time

5 days ago
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Benefits offered by this job

Dental insurance
Health insurance
Opportunity for advancement
Paid time off
Training & development
Vision insurance

Job summary

The Lea Agency, LLC is seeking a Sales and Marketing Representative in Wisconsin to help clients select the right home, auto, umbrella, and life coverage. This in-office role is based in DeForest or Waunakee, offering collaboration with a supportive team and opportunities for advancement.

You will build relationships, sell American Family Insurance products, and conduct risk assessments while staying current on underwriting guidelines and compliance.

Qualifications

  • Excellent verbal and written communication with clients.
  • Self-motivated and takes initiative.
  • Strong team collaboration and goal orientation.
  • Detail-oriented with organized follow-through.
  • Sales experience is a plus; training provided.

Responsibilities

  • Build relationships with new and existing clients to assess needs and recommend coverage.
  • Sell and cross-sell American Family personal lines products.
  • Conduct risk assessments to ensure clients are properly protected.
  • Communicate clearly with clients, prospects, and teammates.
  • Manage leads, follow up, and maintain an organized sales pipeline.
  • Collaborate with the team to reach agency goals and deliver a great customer experience.
  • Stay up-to-date on product offerings, underwriting guidelines, and compliance.

Skills

Strong communication skills
Proactive/self-motivated
Team player
Attention to detail
Sales experience

Job description

Benefits
  • Dental insurance
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Training & development
  • Vision insurance
About Us

We’re a growing American Family Insurance agency committed to protecting what matters most to our clients. Our team is collaborative, supportive, and driven—and we’re looking for someone who shares that spirit. If you love building relationships, solving problems, and helping people feel confident in their coverage, you’ll fit right in.

About the Role

As a Sales and Marketing Representative, you’ll play a key role in helping individuals and families choose the right insurance protection—home, auto, umbrella, and life insurance. You’ll exclusively sell American Family Insurance products, working in a fast-paced, team-focused environment where proactive communication is essential.

This is an in-office position located in DeForest or Waunakee, Wisconsin.

What You’ll Do
  • Build relationships with new and existing clients to understand their needs and recommend personalized coverage solutions.
  • Sell and cross-sell American Family personal lines products (home, auto, umbrella, life).
  • Conduct risk assessments to ensure clients are properly protected.
  • Communicate clearly and proactively with clients, prospects, and teammates.
  • Manage leads, follow up consistently, and maintain an organized sales pipeline.
  • Collaborate with the team to reach agency goals and deliver an exceptional customer experience.
  • Stay up-to-date on product offerings, underwriting guidelines, and compliance expectations.
What We’re Looking For
  • A proactive, self-motivated individual who takes initiative.
  • Strong communication skills—clear, confident, and client-focused.
  • A team player who values collaboration but can also crush goals independently.
  • Excellent follow-through and attention to detail.
  • A positive attitude and professional presence.
  • Sales experience is a plus, especially in insurance or financial services (but we’re willing to train the right person).
  • Ability to obtain Property & Casualty and Life insurance licenses (or currently licensed).
Why You’ll Love Working Here
  • Supportive, upbeat team environment—professional and fun.
  • Opportunities for development, training, and growth within the agency.
  • Competitive pay structure with base salary plus commission and incentive opportunities.
  • Paid training and licensing support.
  • A chance to make a real impact—helping people protect what matters most.

We can't wait to meet our newest team member!

This position is an Agency Team Member working for the Agency Owner and is not an employee of American Family Insurance.

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