P&C Insurance Sales Representative

AutoPayPlus•Orlando, FL

24d•Onsite

About The Position

Are you interested in working with a fun team who cares about their work and goes above and beyond daily to do the right thing? Join a dynamic and dedicated team at AutoPayPlus, where we are committed to making a real difference in people’s financial lives. If you’re passionate about working in a collaborative environment that fosters growth, excellence, and innovation, this is the place for you. If that aligns with your values and work ethic you have found the right place to work with AutoPayPlus. About AutoPayPlus AutoPayPlus, a leader in personalized financial management services, empowers individuals to take control of their financial futures through innovative payment solutions and debt-reduction strategies. With a growing team of over 100 employees, we are positioned at the heart of Orlando’s business district, leading the transition to becoming a cutting-edge FinTech company. Our mission is simple: to help people pay off loans faster, reduce financial stress, and build wealth. Join us as we continue to grow and make a meaningful impact in the lives of over 90,000 active members nationwide. AutoPayPlus by US Equity Advantage has been in business for more than 20 years and we continually grow year after year. 2025, however, represents a unique opportunity for us to grow by 50% or more due to factors in the industry favorable to us. At AutoPayPlus, we believe in creating a supportive and engaging work environment. Our casual yet high-performing culture is enhanced by a Class A office in downtown Orlando, offering convenient covered parking. From team-building events to a fully stocked snack table, we provide a workplace where employees can thrive while helping others achieve financial wellness. We are proud to be recognized by the Orlando Business Journal as one of the "Best Places to Work" in 2023. Join us at AutoPayPlus and become part of a team dedicated to transforming financial futures. Apply today and take the next step in your career with a company that values innovation, excellence, and employee growth. Job purpose The P&C Insurance Sales Representative is responsible for selling AutoPayPlus-affiliated auto and property insurance products to new and existing members. This role requires a 2-20 License and strong call-center sales experience. The Sales Representative will educate customers on coverage options, provide accurate quotes, overcome objections, and close policies while ensuring compliance with Florida insurance regulations. This role plays a key part in revenue growth, retention, and member satisfaction across AutoPayPlus. Representatives should thrive in a high-volume call environment, deliver exceptional customer service, and meet or exceed individual and department sales KPIs.

Requirements

Active 2-20 License (required at time of hire)
1–2 years of sales experience in P&C insurance, call center, or financial services.
Strong communication skills with consultative sales ability.
Computer proficient: CRM systems, quoting platforms, MS Office.
Ability to work in a fast-paced, high-volume environment.

Nice To Haves

Prior experience selling auto or home insurance.
Bilingual (English/Spanish).
Experience in a FinTech, call center, or insurance agency environment.

Responsibilities

Conduct outbound and inbound calls to sell auto and property insurance products.
Provide accurate quotes, explain coverage options, and recommend solutions based on customer needs.
Follow AutoPayPlus scripts, compliance standards, and call flow expectations.
Convert warm leads generated from internal departments and New Prospects (New Enrollments, Retention, Partnerships)
Conquest Calls (Cold Leads)
Retention of existing Members
Meet or exceed daily, weekly, and monthly sales targets.
Build rapport quickly to gather information, address objections, and confidently close the sale.
Ensure transparent communication regarding policy terms, coverage limits, and pricing.
Maintain high customer satisfaction scores and positive member experience.
Maintain active 2-20 license in good standing.
Follow all state regulatory requirements, internal quality guidelines, and documentation protocols.
Accurately input all member information into the CRM and carrier platforms.
Partner with Marketing, Member Support, and New Enrollments to optimize lead flow.
Participate in team meetings, coaching sessions, and ongoing training.
Provide feedback to leadership to help improve scripts, processes, and product offerings.
Achieve established KPIs including: Quote-to-close ratio Revenue per policy Call quality & compliance scores Lead conversion Cross-selling performance
Maintain strong attention to detail, documentation accuracy, and timely follow-up.