Licensed Insurance Sales Representative

Alleviation Enterprise•Boulder, CO

About The Position

The Licensed Insurance Sales Representative works in outside territory sales, engaging small and medium-sized businesses to present supplemental insurance products. The role offers flexibility in scheduling and autonomy in planning the work week. Representatives build and manage their own client portfolios, develop relationships with local business owners, and grow a professional network within their territory and neighboring communities. The company provides classroom and field training, hands-on learning with top performers, and self-paced learning modules. Representatives collaborate with their sales manager to set targets and review activity, plan and submit a weekly schedule, and record daily sales and work statistics. Compensation includes a weekly draw pay option, commissions, bonuses, stock share incentives, incentive trips, and vested renewal commissions. Performance-based promotions and ongoing professional development are also offered.

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.
  • Willingness to learn and grow, strong time-management abilities, and the capability to work independently.
  • Pass a high-level pre-employment background check.
  • Hold an active driver's license and have reliable transportation.
  • Hold an active Health & Life Insurance Producer license in the state of residence, or be willing to obtain one.
  • 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 a relevant sales or athletic background.

Nice To Haves

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

Responsibilities

  • Use the customized Salesforce CRM to curate leads and generate clients while expanding a professional network in the territory and neighboring communities.
  • Respond to client inquiries by phone, email, or text as needed.
  • Schedule meetings with potential 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 an individual 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 work day.

Benefits

  • Health, dental, and vision benefits offered after 60 days of employment.
  • Weekly draw pay option plus commissions with no caps.
  • Monthly cash sales bonuses.
  • Quarterly stock share bonuses.
  • Incentive trips.
  • Vested renewal commissions.
  • Performance-based promotions.
  • Continuing professional development classes, advanced sales training, and leadership development classes.
  • State licensing fee reimbursement is available.
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