About The Position

The Direct Sales Agent Specialist drives profitable growth by generating new business, cross-selling to existing customers, and building lasting customer relationships. The role focuses on understanding customer needs, offering tailored insurance solutions, and maintaining a strong book of business. The agent sells to local customers in person and over the phone, while supporting growth through community involvement, relationship building, and outside marketing efforts. The position offers a base hourly rate plus uncapped monthly incentives, and includes a paid, multi-tiered training program. The role requires P&C licensing or obtaining the required license within 90 days of joining.

Requirements

  • 0–2 years of experience.
  • P&C licensing is preferred; otherwise, required licensure must be attained within 90 days of joining.
  • Authorization to work in the United States; the company does not sponsor work visas.
  • Skills: Active Learning, Active Listening, Business Rules, Communication, Cooperation, Customer Service, High Reliability, Professional Integrity, Sales, and Time Management.

Nice To Haves

  • P&C licensing.

Responsibilities

  • Achieve sales goals through new business, cross-selling, and customer retention.
  • Build and maintain a consistent sales pipeline through local lead generation and referrals.
  • Develop community relationships, including with dealerships, at events, and with local partners, to support business growth.
  • Conduct outbound prospecting and follow up with prospects to convert opportunities into sales.
  • Partner with leadership on sales and local marketing initiatives.
  • Stay informed about products, underwriting guidelines, and market competition.
  • Deliver results in line with performance standards, compliance requirements, and customer experience expectations.
  • Sell to local customers in person and over the phone.

Benefits

  • Day 1 benefits.
  • Medical, dental, and vision coverage.
  • Tuition reimbursement.
  • Pension.
  • 20 PTO days per year.
  • 6 paid holidays.
  • Multi-tiered comprehensive paid training program.
  • Base hourly rate plus uncapped monthly incentive pay, which may include commissions and bonuses based on individual and team performance.
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