Insurance Sales Representative / Leader (Combined Insurance)

Insurance Sales Representative

The Insurance Sales Representative is primarily responsible for prospecting new customers independently and meeting with current customers to sell Insurance products within a specific geographic area and to support the delivery of sales objectives for the assigned area. The Insurance Sales Representative is also responsible for helping in the identification and appointment of new independent agents assigned to support and accompany them to sales call, support in the presentations and setting up the business along with them.


Individual and Group Sales including personal and team production:

  • Generate new Customers and sales through field prospecting, referrals, leads, target marketing, direct contact, and current Combined policyholders.
  • Build customer relationships and respond to customer needs and concerns.
  • Meet a minimum of 75% of personal production for the year as an agent and sales standards set by Agency to remain affiliated.

Conduct Sales presentations consistent with new Customer Needs and Assessment approach:

  • Has knowledge of Company products.
  • Can efficiently present Company sales materials.
  • Can effectively demonstrate the Company’s Sales Process.
  • Service customer service calls or refer to appropriate channel.
  • Field Sales with potential for flexible schedule

Agent Field Training:

  • Field train and accompany all assigned Independent Agents as needed and requested by agent.
  • Support each New Agent to develop a solid understanding and foundation of the sales process.
  • Support Agents in assignment planning/appointment setting, as needed by agent.
  • Mentor and coach established Agents by conducting field training or accompanying them during Sales visits as needed.
  • Promptly report any operation issues in setting up a new piece of business


  • Entrepreneurship: Entrepreneurial spirit to build their own independent agency.
  • Provide exceptional customer service to all customers
  • Execute the Sales System: Executing Ability to meet or exceed assigned Sales goals consistently.
  • Effective Communication: Professional verbal and written communication skills, affinity to the value of personal brand.
  • Goal Setting: Demonstrate personal initiative and goal oriented.
  • Obtaining a Life, Accident and Health license is required prior to being appointed.

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