Licensed Insurance Sales Representative

Alleviation Enterprise•Angleton, TX

5d•Onsite

About The Position

The Licensed Insurance Sales Representative works in outside territory sales, presenting supplemental insurance products to small and medium-sized businesses. The role offers flexibility in scheduling and autonomy in planning the work week. Representatives use a customized Salesforce CRM to develop leads and clients, build relationships with local businesses, grow a personal client portfolio, and serve existing clients. Training includes classroom instruction, hands-on experience with top performers, and self-paced learning. The company describes itself as growing, with seven consecutive years of double-digit sales growth, and emphasizes Ownership, Growth, and Service.

Requirements

Strong interpersonal skills and the ability to build genuine connections quickly.
Passion for assisting others, resilience in challenging situations, and a track record of exceeding expectations in sales, athletics, or leadership roles.
Clearly defined personal goals, a positive attitude, and an optimistic outlook.
Quick thinking, situational awareness, and critical thinking skills.
Desire to learn and grow, strong time-management abilities, and ability to work independently.
Pass a high-level pre-employment background check.
Active driver's license and reliable transportation.
Active Health and Life Insurance Producer license in the resident state, or willingness to obtain one; study course is provided and state licensing fees reimbursement is available.
Bachelor's degree or at least four years of post-high-school work experience. Candidates within six months of degree completion or with less than four years of professional work experience may be considered if they have relevant sales or athletic background.

Nice To Haves

Experience in athletics, military, or law enforcement, or a proven track record of success.
Background in competitive sports, coaching, athletics, or competitive leagues.

Responsibilities

Use the customized Salesforce CRM to curate leads, generate clients, and expand a professional network in the assigned territory and neighboring communities.
Respond to client inquiries by phone, email, or text as needed.
Schedule meetings with prospective and existing clients to understand their insurance needs.
Attend scheduled calls and meetings with the sales manager and team.
Visit new businesses, develop relationships with local business owners, follow up on referral leads, and reservice existing clients.
Build and nurture a personal client portfolio.
Collaborate with the sales team manager to set monthly and quarterly sales targets.
Plan and follow a weekly schedule and working hours, and submit the schedule to the sales team manager each week.
Record daily work statistics and sales activity updates at the end of each workday.