Insurance Sales Representative

Heritage Insurance•Yukon, OK

About The Position

Guardian Business Group is seeking motivated, customer-focused individuals to work with individuals, families, and small to mid-sized business owners to identify insurance needs and provide supplemental insurance solutions. This independent contractor opportunity is suited to people who enjoy building relationships, helping others, managing their own schedule, and developing a long-term career in insurance sales. Previous sales or insurance experience is helpful but not required. The company provides training, coaching, licensing support, and ongoing guidance. Compensation is estimated at $78,000–$90,000 annually, based on commissions, bonuses, and applicable draw compensation. A weekly draw is available during the first six weeks, and commission opportunities begin immediately. Performance-based bonuses and incentives, incentive travel and other rewards, and renewal compensation—including potential lifetime vesting after meeting applicable requirements—may be available. The company offers comprehensive online and hands-on training, licensing support and reimbursement subject to applicable requirements, product and sales training, one-on-one coaching from experienced Sales Managers, ongoing professional and leadership development, support building a client base, and performance-based career advancement opportunities. The schedule is full-time, Monday through Friday, with flexibility based on client and business needs. Client appointments may be in person or through other available communication methods; occasional weekend activities or travel may be available or required.

Requirements

  • Be motivated, ambitious, and self-directed.
  • Communicate comfortably with individuals, families, business owners, and other professionals.
  • Have strong relationship-building and customer service skills.
  • Be organized and able to manage an independent schedule.
  • Work comfortably both independently and as part of a team.
  • Be goal-oriented and motivated by performance-based earning potential.
  • Be willing to obtain the required Health and Life insurance licenses.
  • Be interested in building a long-term career in insurance sales.

Nice To Haves

  • Previous sales, insurance, customer service, or other customer-facing experience.
  • A bachelor's degree or at least four years of post-high-school work experience; exceptions may be considered for candidates with relevant sales experience or those close to completing a degree.

Responsibilities

  • Meet with prospective clients and business owners to understand their insurance needs.
  • Educate clients about supplemental insurance products and coverage options.
  • Present insurance solutions based on individual and business needs.
  • Build and maintain strong, professional relationships with clients.
  • Develop and manage a personal book of business.
  • Generate and follow up with prospective clients.
  • Conduct client appointments and insurance presentations.
  • Manage daily schedule and sales activities.
  • Provide ongoing service and support to existing clients.
  • Participate in team meetings, training, and coaching sessions.
  • Maintain accurate records of sales activity and performance metrics.
  • Work toward individual sales, production, and income goals.

Benefits

  • Weekly draw available during the first six weeks.
  • Commission opportunities begin immediately.
  • Performance-based bonuses and incentives.
  • Opportunities for incentive travel and additional rewards.
  • Renewal compensation, including potential lifetime vesting after meeting applicable requirements.
  • Comprehensive online and hands-on training.
  • Licensing support and reimbursement, subject to applicable requirements.
  • Health and Life insurance product training.
  • Sales and presentation training.
  • One-on-one coaching from experienced Sales Managers.
  • Ongoing professional and leadership development.
  • Continued support while building and growing a client base.
  • Career advancement opportunities based on performance.
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