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Sales Accountability Partner / Insurance Sales Representativ

Project Blue
locationSan Antonio, TX, USA
PublishedPublished: 6/14/2022
Full Time

Job Description

Job DescriptionSales Accountability Partner / Insurance Sales Representative

Location: Remote / Field-Based
Employment Type: Full-Time | 1099 Independent Contractor
Compensation: Commission-Only or Base + Commission (Uncapped)

Role Overview

We are seeking a high-performing insurance sales professional to serve as a Sales Accountability Partner supporting newer insurance agents. This role is designed for a proven producer who leads from the front � actively selling while reinforcing discipline, ethical sales practices, and consistent execution across developing agents. This is a player-coach position, ideal for someone with strong production history who can hold others accountable through real activity metrics, field performance, and results � not theory.

Key ResponsibilitiesInsurance Sales & Personal Production

  • Actively prospect, present, and close insurance policies (Life, Health, P&C, or supplemental lines as applicable)
  • Demonstrate strong needs analysis, product positioning, underwriting fundamentals, and closing skills
  • Maintain strict adherence to licensing requirements, carrier guidelines, and compliance standards
  • Consistently meet or exceed personal production, quality, and persistency benchmarks

Accountability & Agent Support

  • Serve as an accountability partner for novice and developing insurance agents
  • Conduct structured daily and weekly check-ins focused on:
    • Activity metrics (calls, appointments, leads worked, field activity)
    • Sales outcomes (applications submitted, policies issued, persistency)
    • Compliance accuracy and documentation
  • Hold agents accountable to performance expectations, professional conduct, and ethical sales standards
  • Provide direct, constructive feedback based on observable behavior and performance data

Training & Development Reinforcement

  • Support onboarding and ramp-up of newly licensed agents
  • Reinforce approved sales processes, scripts, and objection handling
  • Participate in role-plays, call reviews, and ride-alongs where applicable
  • Identify skill gaps and coach agents to improve consistency, confidence, and close ratios

Leadership & Collaboration

  • Communicate agent progress, challenges, and wins to sales leadership
  • Support a compliant, performance-driven, growth-oriented sales culture
  • Help identify high-potential agents for advancement opportunities

Required Qualifications

  • Active insurance license (Life, Health, P&C, or applicable line of authority)
  • Minimum 3+ years of insurance sales experience
  • Verifiable production history with strong close ratios and compliance consistency
  • Proven ability to manage the full insurance sales cycle independently
  • Strong communication skills with a direct, accountability-focused approach
  • High standards of professionalism, integrity, and work ethic

Preferred Qualifications

  • B2B and/or door-to-door sales background
  • Experience mentoring, training, or supporting entry-level insurance agents
  • Familiarity with CRM systems, lead management tools, and carrier portals
  • Player-coach mindset with the ability to balance personal production and team accountability

What We Offer

  • Competitive compensation with uncapped earning potential
  • Opportunity to directly influence agent performance and sales culture
  • Leadership development while remaining an active producer
  • Performance-driven, ethical sales environment
  • Long-term growth opportunities within the organization
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