Sales Agent (Insurance)

WB Agency • Sarasota, FL

1d

About The Position

The Insurance Agent serves as the first point of contact between the insurance company and prospective clients. The role involves meeting with individuals to assess their insurance needs, collect application information, and evaluate initial risk factors. The agent conducts in-person meetings, ensures applications are complete and accurate, and guides clients through the insurance process in alignment with company policies and underwriting guidelines.

The work combines field meetings at clients’ locations with remote or office-based work. Evening or weekend availability may be needed to accommodate client schedules.

Requirements

• High school diploma or equivalent.
• State insurance license (Life/Health), or ability to obtain one.
• Strong communication, presentation, and interpersonal skills.
• Detail-oriented, with excellent organizational abilities.
• Proficient in using CRM software and digital applications for client management.

Nice To Haves

• Bachelor’s degree preferred.
• Prior experience in insurance sales, underwriting, or financial services is highly desirable.

Responsibilities

• Conduct client interviews to gather personal, financial, and medical information for insurance applications.
• Explain insurance products, coverage options, and policy terms clearly and accurately.
• Assess potential risks and identify factors that may influence underwriting decisions.
• Complete and submit applications in compliance with company policies and industry regulations.
• Liaise between clients and the underwriting department to resolve questions or obtain additional information.
• Maintain accurate and confidential client records.
• Stay informed about industry trends, underwriting guidelines, and product updates.

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED