Sales Agent
About The Position
The Sales Agent is responsible for generating new business and managing client relationships through consistent, in-person engagement within an assigned territory. This role focuses on developing and maintaining a strong pipeline of prospects, delivering consultative sales presentations, and contributing to overall agency growth and profitability. The position requires regular travel and a high level of autonomy, as the Sales Agent operates primarily in the field. Success in this role is driven by the ability to build trusted relationships, identify client needs, and deliver solutions aligned with those needs while adhering to agency standards and regulatory requirements.
Requirements
- Bilingual Spanish Required.
- Bachelor’s degree or equivalent combination of education and relevant work experience required.
- 4-40 License Required.
- Proven sales experience and customer-facing experience required.
- Strong consultative sales and closing skills.
- Ability to build and maintain relationships through in-person interactions
- Self-motivated with the ability to work independently in a field-based environment
- Strong communication, negotiation, and interpersonal skills
- Ability to manage a pipeline and prioritize opportunities effectively
- High level of accountability and follow-through
- Valid driver’s license with a good driving record
- Ability and willingness to travel regularly within assigned territory
Nice To Haves
- Experience in insurance or Property & Casualty (P&C) preferred.
Responsibilities
- Generate new business through in-person meetings, networking, referrals, and community engagement
- Develop and manage a territory-based pipeline of prospects and clients
- Conduct face-to-face sales presentations and close new business opportunities
- Identify and execute cross-selling opportunities to maximize client value
- Build and maintain strong, long-term client relationships through regular in-person contact
- Serve as a trusted advisor by understanding client needs and recommending appropriate coverage
- Support retention efforts through proactive engagement and service
- Accurately document client interactions, applications, and policy information
- Ensure all sales activities comply with agency standards, carrier guidelines, and regulatory requirements
- Participate in training, team meetings, and ongoing development initiatives
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
