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Insurance Agent

Confidential ClientFinancial Services
Entry LevelFull-timeOn-Site$57,926
Carrollton, Georgia
A Day Ago

The Insurance Agent role at Confidential Client is an entry-level sales position focused on building and maintaining client relationships to facilitate insurance sales. The agent will use strong interpersonal and organizational skills to assess client needs, manage sales records, and stay informed on insurance policies and regulations, supported by lead-based sales and comprehensive training.

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Description

About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Sales.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.


What You’ll Do

This is an entry-level Insurance Agent role focused on client-facing sales using lead-based pipelines. You will build relationships with new and existing clients, match policies to individual needs, and help clients navigate coverage options while tracking progress toward sales goals.

  • Serve as an attentive listener to understand clients’ insurance needs before recommending solutions.
  • Manage a portfolio of customers and follow up on warm leads provided by the client.
  • Use lead-based sales strategies (no cold calling or prospecting required) to convert inbound leads.
  • Maintain accurate records of client interactions, policy details, and sales reports.
  • Keep current on insurance products, state and federal regulations, and internal policy changes.
  • Customize risk-management recommendations and client profiles to each customer’s situation.

Responsibilities

  • Meet individual and team sales targets using the provided lead flow.
  • Conduct outreach and client meetings (phone, virtual, or in-person as required) to close policies.
  • Enter and maintain clean, auditable customer and sales records in CRM or sales software.
  • Collaborate with training and mentorship resources to grow product and selling skills.
  • Ensure compliance with licensing and regulatory requirements in Georgia and at the federal level.

Qualifications

  • High school diploma required; bachelor’s degree is a plus.
  • Must have, or be willing to obtain, the appropriate insurance license(s) for Georgia.
  • Strong interpersonal and verbal communication skills.
  • Good organizational skills, attention to detail, and basic bookkeeping accuracy.
  • Comfortable using Microsoft Office and/or sales/accounting software.
  • Self-motivated, coachable, and open to development through mentorship and training.
  • Authorized to work in the United States.

Compensation & Benefits

  • Commission-based compensation: $111,000 - $123,000 (at plan commission) as advertised.
  • Lead-driven sales model — no cold calling and no prospecting required.
  • Training and six-figure mentorship to accelerate your sales performance.
  • Opportunity to earn a high income as you develop client relationships and close policies.

About the Employer

Confidential Client partners with large national carriers and distributes insurance solutions through trained sales representatives. The role offers a structured sales program with lead support, ongoing training, and mentorship designed for candidates entering the insurance industry.


Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.

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