Sales Specialist

American Family Insurance-Joe Adams Agency LLC; Chanhassen (MN); Hybrid; USD 42,000 - 70,000; Full time

Job summary

American Family Insurance – Joe Adams Agency LLC in Chanhassen, MN is seeking a Sales Specialist for a full-time hybrid role. You will engage prospects and clients, assess insurance needs, and present suitable coverage options.

Daily duties include lead generation and follow-ups, policy reviews, quotes, and closing sales while achieving agency targets. You will support service, policy changes, and client education with accurate records and ongoing training.

Qualifications

• Strong communication, verbal and written, with active listening.
• Excellent customer service with relationship-building.
• Effective sales skills: prospecting, qualifying leads, presenting solutions, closing.
• Training and sales management abilities to learn and roll out products and processes.
• Experience in insurance, financial services, or related sales environment preferred.
• Strong organization and time-management, comfortable with computer-based tools.
• Able to obtain and maintain state insurance licenses as required.

Responsibilities

• Engage prospective and existing customers, understand needs, and present coverage options.
• Generate and follow up on leads, conduct policy reviews, and prepare quotes.
• Close sales while meeting individual and agency sales goals.
• Provide high-quality customer service and respond to inquiries.
• Process policy changes and help clients understand coverage options.
• Maintain accurate records in agency systems and participate in ongoing training.
• Collaborate with team on marketing and outreach initiatives.

Skills

Communication skills

Customer service

Sales skills

Training & sales management

Insurance/financial services knowledge

Organizational & time management

Licensing & compliance readiness

Education

High school diploma or equivalent

Bachelor’s degree preferred

Tools

CRM systems

Job description

Company Description

American Family Insurance – Joe Adams Agency LLC is a local agency dedicated to helping individuals, families, and businesses protect what matters most. The agency provides a range of insurance products, including home, auto, life, and business coverage, with personalized guidance tailored to each customer’s needs. Team members work closely with clients in the Chanhassen, MN area to deliver responsive service and long-term relationship-based support. The agency values integrity, community involvement, and a consultative approach to insurance solutions.

Role Description

The Sales Specialist is a full-time, hybrid role based in Chanhassen, MN, with the flexibility to perform some responsibilities from home. This position focuses on engaging prospective and existing customers, understanding their insurance needs, and presenting appropriate coverage options. Day-to-day activities include generating and following up on leads, conducting policy reviews, preparing quotes, and closing sales while meeting individual and agency sales goals. The Sales Specialist will provide high-quality customer service, respond to inquiries, process policy changes, and help clients understand their coverage and options. The role also involves maintaining accurate records in agency systems, participating in ongoing training, and collaborating with agency team members to support marketing and outreach initiatives.

Qualifications

• Candidates should possess strong Communication skills, including clear verbal and written communication and active listening.
• Candidates should possess excellent Customer Service skills, with a focus on building relationships and resolving client issues promptly and professionally.
• Candidates should possess effective Sales skills, including prospecting, qualifying leads, presenting solutions, and closing opportunities.
• Candidates should possess Training and Sales Management skills, such as the ability to learn and apply new products and processes, and support team sales initiatives.
• Candidates should ideally have prior experience in insurance, financial services, or a related sales environment.
• Candidates should have strong organizational and time-management abilities, with comfort using computer-based tools and CRM systems.
• Candidates should have a high school diploma or equivalent; a bachelor’s degree is preferred but not required.
• Candidates should be able to obtain and maintain appropriate state insurance licenses as required.