In-Home Sales Representative

SalesDraft Recruiting•Kansas City, MO

1d•Onsite

About The Position

The In-Home Sales Representative is responsible for meeting with clients in their homes to provide financial protection and insurance solutions tailored to their needs. This role focuses on building long-term client relationships, generating new business opportunities, and helping families with life insurance, retirement planning, and financial security products. The ideal candidate is self-motivated, customer-focused, and comfortable working independently while achieving sales goals.

Requirements

High school diploma or equivalent required
Previous sales or customer service experience preferred
Strong communication and interpersonal skills
Ability to work flexible hours, including evenings and weekends
Self-driven with strong organizational skills
Valid driver’s license and reliable transportation
State Life & Health Insurance License required or willingness to obtain licensing

Nice To Haves

In-home sales experience
Financial services or insurance background
Relationship-building and consultative selling skills
Ability to work independently and manage time effectively

Responsibilities

Conduct in-home appointments with prospective and existing clients
Analyze customer financial needs and recommend appropriate insurance products
Educate clients on life insurance, health insurance, retirement, and financial planning options
Generate leads through referrals, networking, and company-provided opportunities
Maintain strong relationships with policyholders through regular follow-ups
Complete applications, policy paperwork, and documentation accurately
Meet weekly and annual sales performance goals
Participate in ongoing training, licensing, and professional development programs
Maintain compliance with company and state insurance regulations