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, providing 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.

Requirements

  • 0–2 years of experience.
  • P&C licensing is preferred; otherwise, attain required licensure within 90 days of joining the company.
  • Skills include active learning, adaptability, business integrity, customer service, persuasion, sales, social orientation, and time management.

Nice To Haves

  • Existing P&C license.

Responsibilities

  • Achieve sales goals through new business, cross-selling, and customer retention.
  • Build and maintain a consistent sales pipeline, including local lead generation and referrals.
  • Develop community relationships with dealerships, local partners, and event organizers to support business growth.
  • Conduct outbound prospecting and follow up with customers to convert opportunities into sales.
  • Partner with leadership to support sales and local marketing initiatives.
  • Stay informed about products, underwriting guidelines, and market competition.
  • Meet performance standards, compliance requirements, and customer experience expectations.

Benefits

  • Medical, dental, and vision benefits.
  • Tuition reimbursement.
  • Pension.
  • 20 PTO days per year and 6 paid holidays.
  • Multi-tiered, comprehensive paid training program.
  • Base hourly rate plus uncapped monthly incentive pay.
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