Insurance Sales Advisor

Happy Halloween•Estero, FL

4d•Onsite

About The Position

Ted Todd Insurance is a people-centered organization built on integrity, teamwork, and doing what’s right, always. We believe insurance is not just a product but a service that protects families, empowers informed decisions, and provides peace of mind. Our team operates with honesty, professionalism, and a genuine desire to help our clients feel confident in their coverage. Here, you won’t find a high-pressure sales floor. Instead, you’ll join a supportive, ethical, growth-oriented team where consultative selling and long-term client relationships matter more than quick wins. As an Insurance Sales Advisor, you will be the first point of connection for customers seeking clarity and guidance on their insurance options. Your role is to educate, support, and recommend the right coverage, not simply the most profitable one. You’ll receive a competitive salary, modest bonuses, strong training, warm leads, and a culture that encourages thoughtful, compliant, and customer-first advising.

Requirements

At least 1 year of sales or customer-facing experience (insurance experience a plus but not required).
Strong verbal and written communication skills.
Ability to learn quickly and follow compliance and documentation requirements.
Positive attitude, team-oriented mindset, and willingness to grow.
High school diploma or equivalent.
Must be 18+ and legally eligible to work in the U.S.

Nice To Haves

insurance experience a plus but not required

Responsibilities

Build relationships with prospective clients through conversation, needs-based assessment, and education.
Follow up on warm leads from referrals, marketing, and internal transfers, no cold-calling lists.
Provide consultative recommendations that prioritize the customer’s protection, financial comfort, and long-term needs.
Clearly explain coverage options so clients feel confident and empowered, not overwhelmed.
Document conversations and recommendations in accordance with compliance standards.
Collaborate closely with teammates to ensure a seamless, ethical experience for every customer.
Meet achievable new-business goals that reflect quality of service, not aggressive sales tactics.