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 involves understanding customer needs, delivering tailored insurance solutions, and maintaining a strong book of business. The agent sells to local customers both in person and over the phone, and supports growth through community involvement, relationship building, and outside marketing efforts.

Requirements

  • 0–2 years of experience.
  • Property and casualty (P&C) license preferred, or must obtain required licensure within 90 days of joining.
  • Skills in active learning, adaptability, business integrity, customer service, persuasion, sales, social orientation, and time management.

Nice To Haves

  • Existing property and casualty (P&C) license.

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 prospective customers 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.

Benefits

  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Tuition reimbursement
  • Pension
  • 20 PTO days per year
  • 6 paid holidays
  • Paid training program
  • Base hourly rate plus uncapped monthly incentive pay
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