Insurance Sales Representative

SalesDraft Recruiting•Fargo, ND

1d•Remote

About The Position

World Financial Group (WFG) is seeking motivated, relationship-focused individuals to join our team as Full Cycle Sales Representatives. If you enjoy connecting with people, helping others make informed decisions, and taking ownership of the entire sales process, this could be an excellent opportunity to build a rewarding career in the insurance and financial services industry. As a Full Cycle Sales Representative, you'll work directly with prospective clients, guiding them through their insurance needs from the initial conversation through enrollment. You'll build meaningful relationships, educate clients on available solutions, and provide ongoing support throughout their journey. Whether you're an experienced sales professional or someone looking to grow in a client-facing role, WFG provides training, mentorship, and a supportive team environment designed to help you succeed.

Requirements

Strong communication and interpersonal skills
Professional and customer-focused approach
Self-motivated and goal-oriented mindset
Strong organizational and time-management skills
Ability to work independently in a remote environment
Comfortable using phone, video conferencing, and digital communication tools
Positive attitude and willingness to learn

Nice To Haves

Experience in Sales
Experience in Customer Service
Experience in Insurance
Experience in Financial Services
Experience in Real Estate
Experience in Business Development
Experience in Retail Sales
Experience in Hospitality
Experience in Account Management
Experience in Leadership or Team Development

Responsibilities

Prospecting & Client Outreach: Connect with prospective clients through phone calls and virtual meetings, generate and follow up on new business opportunities, build relationships through professional and meaningful conversations, and maintain consistent communication with prospective clients.
Needs Assessment & Client Discovery: Conduct discovery conversations to understand client goals and needs, gather information to identify appropriate insurance solutions, provide education and guidance throughout the decision-making process.
Solution Presentation: Present insurance products and services clearly and professionally, explain available options and answer client questions, help clients evaluate solutions based on their individual needs, build confidence through education and consultative conversations.
Full-Cycle Sales Management: Guide clients through the sales process from initial contact through enrollment, follow up consistently with prospects and existing clients, manage opportunities and maintain accurate client records, ensure a positive and professional customer experience throughout the process.
Relationship Building: Develop long-term relationships with clients, serve as a trusted resource for insurance-related questions, maintain ongoing communication and support, generate referrals through excellent service and relationship management.