Sales Manager Trainee

Scott Carpinelli Farmers Insurance; Chicago (IL); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

Mon-Fri Schedule

Career Growth Opportunities

Hands on Training

Job summary

Scott Carpinelli Farmers Insurance in Arlington Heights seeks an energetic Insurance Sales Representative to advise clients, sell auto, home, life, and business insurance, and provide exceptional service. You will build relationships within the Chicagoland area and drive growth through proactive prospecting and strong closing abilities.

The role emphasizes licensing readiness, customer-centric communication, and mastery of Farmers product options while maintaining high ethical standards and

Qualifications

• Active Illinois P&C license preferred; L&H a plus; unlicensed candidates may be considered.
• Experience in sales, customer service, or insurance is highly desirable.
• Ability to explain insurance concepts clearly and build trust with clients.
• Self-motivated, goal-driven, and comfortable meeting sales targets.
• Proficient with basic computer software and CRM systems.

Responsibilities

• Drive New Business: Prospect for clients via networking, calls, events, and provided leads.
• Quote & Close: Assess client needs, present Farmers options, and close sales.
• Cross-Selling: Expand coverage across auto, home, life, and commercial lines.
• Relationship Management: Build long-term client relationships for retention and referrals.
• Policy Reviews: Conduct annual or semi-annual reviews to update coverage.
• Inquiry Resolution: Address billing questions and policy changes professionally.
• Administration & Compliance: Maintain accurate CRM records per guidelines.
• Underwriting Alignment: Ensure policies comply with underwriting rules and state regulations.

Skills

Licensing & Credentials

Sales Experience

Communication Skills

Driven & Target-Oriented

Tech-Savvy

Local Market Knowledge

Tools

CRM Software

Microsoft Office

Job description

Job Description

The Scott Carpinelli Agency is seeking a highly motivated, goal-oriented, and energetic Insurance Sales Representative to join our Arlington Heights team. In this role, you will be on the front lines of driving growth for the agency by advising clients on their insurance needs, selling Farmers Insurance products (Auto, Home, Life, and Business), and delivering exceptional customer service.

We are looking for a proactive professional who thrives in a fast-paced environment and is passionate about building long-term relationships within the local Arlington Heights community and the greater Chicagoland area.

Benefits

• Mon-Fri Schedule
• Career Growth Opportunities
• Hands on Training

Responsibilities

Sales & Lead Generation

• Drive New Business: Prospect for new clients through networking, cold calling, community events, and utilizing agency-provided leads.
• Quote & Close: Consult with prospective clients, assess their financial and insurance needs, present appropriate Farmers Insurance product options, and close sales.
• Cross-Selling: Identify opportunities to cross-sell and up-sell existing clients to ensure comprehensive coverage across auto, home, life, and commercial lines.

Client Service & Retention

• Relationship Management: Build and maintain strong relationships with policyholders to ensure high retention rates and generate referrals.
• Policy Reviews: Conduct annual or semi-annual insurance reviews with clients to update their coverage as their life circumstances change.
• Inquiry Resolution: Assist clients with policy changes, billing inquiries, and the initial stages of the claims process in a professional and empathetic manner.
• Administration & Compliance
• Data Management: Maintain accurate and detailed records of all client interactions, quotes, and policy details in the agency’s Customer Relationship Management (CRM) system.
• Underwriting Alignment: Ensure all policies are written in compliance with Farmers Insurance underwriting guidelines and state regulations.

Requirements

Requirements & Qualifications

• Licensing: Active Illinois Property & Casualty (P&C) license is preferred. An active Life & Health (L&H) license is a strong plus. (Note: Unlicensed candidates willing to obtain their licenses prior to or shortly after hiring may be considered).
• Experience: Previous experience in sales, customer service, or the insurance industry is highly desirable.
• Communication Skills: Excellent written and verbal communication skills, with the ability to explain complex insurance concepts in simple terms.
• Drive: Self-motivated, competitive, and target-driven with a proven track record of meeting or exceeding goals.
• Tech-Savvy: Proficiency in basic computer software, Microsoft Office, and the ability to quickly learn proprietary quoting and CRM software.
• Local Knowledge: Familiarity with Arlington Heights and the surrounding Northwest Suburbs is a plus for networking purposes.