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. The position offers a base hourly rate plus uncapped monthly incentives and a multi-tiered paid training program.
Requirements
- 0–2 years of experience.
- Must attain required insurance licensure within 90 days of joining if not already licensed.
- Customer service, persuasion, sales, social orientation, time management, active learning, adaptability, and business integrity skills.
Nice To Haves
- Property and casualty (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 with dealerships, event organizers, and local partners to support business growth.
- Conduct outbound prospecting and follow up with leads to convert opportunities into sales.
- Partner with leadership on sales and local marketing initiatives.
- Stay informed about insurance products, underwriting guidelines, and market competition.
- Meet performance standards and comply with requirements while delivering the expected customer experience.
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- Tuition reimbursement
- Pension
- 20 PTO days per year
- 6 paid holidays
- Multi-tiered comprehensive paid training
- Base hourly rate plus uncapped monthly incentive pay
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
