Job Description
Job Description
visor role, working with clients to design and implement insurance and risk strategies.
If you are not yet licensed, you will start as a Sales Development Representative (SDR), focused on generating and qualifying opportunities while working toward licensing and promotion into a sales position.
This is not a transactional sales environment. We focus on long-term client relationships, multi-line solutions, and helping clients protect what theyve built.
Benefits
Dental Insurance
Vision Insurance
Mon-Fri Schedule
Hands on Training
Life Insurance
Paid Time Off (PTO)
Career Growth Opportunities
Responsibilities
LICENSED ROLE RISK ADVISOR (SALES)
Primary Focus: Revenue Generation + Client Strategy
- Generate and close new business across personal, commercial, and life insurance
- Conduct client consultations to identify risk exposures and coverage gaps
- Design tailored insurance and risk management solutions
- Cross-sell additional lines including umbrella, life, and specialty policies
- Build and manage a personal book of business
- Maintain strong client relationships through ongoing reviews and service
- Leverage CRM (AgencyZoom) to manage pipeline, track activity, and drive results
- Meet or exceed monthly and quarterly production goals
UNLICENSED ROLE SDR (MARKETER / PIPELINE BUILDER)
Primary Focus: Opportunity Creation + Pipeline Growth
- Prospect and engage leads through phone, text, and digital outreach
- Set qualified appointments for Risk Advisors
- Follow up on inbound and outbound leads consistently
- Enter and manage all activity within the CRM (AgencyZoom)
- Support marketing and lead generation initiatives
- Learn product knowledge and sales processes
- Work toward obtaining insurance license within a defined timeframe
- Transition into a licensed sales role upon completion and demonstrated performance
Requirements
LICENSED ROLE RISK ADVISOR (SALES)
Minimum Requirements:
- Active Property & Casualty insurance license (required)
- Life & Health license (preferred or willingness to obtain)
- 1+ years of sales experience (insurance preferred, not required)
- Proven ability to meet or exceed sales goals
Core Competencies:
- Strong communication and relationship-building skills
- Confidence in presenting solutions and asking for the sale
- Ability to identify cross-sell opportunities
- Comfortable working in a performance-driven environment
- Proficient with CRM systems or willing to learn quickly
UNLICENSED ROLE SDR (MARKETER / PIPELINE BUILDER)
Minimum Requirements:
- No license required to start
- Willingness and ability to obtain insurance license within a defined timeframe
- Previous sales, customer service, or call center experience preferred
Core Competencies:
- Strong communication skills, especially over the phone
- High level of activity and follow-through
- Coachable with a willingness to learn
- Comfortable handling rejection and staying consistent
- Organized and able to manage multiple leads and tasks
UNIVERSAL REQUIREMENTS (APPLIES TO BOTH)
This is where you tighten the screws a bit:
- Self-motivated with a strong work ethic
- Competitive and goal-oriented mindset
- Ability to work both independently and as part of a team
- Reliable transportation and ability to work in-office or as required
- Commitment to personal and professional growth