Insurance Sales Agent
The Insurance Sales Agent at Confidential Client is responsible for driving insurance sales through effective communication, client needs analysis, and marketing strategies such as networking and cold calling. This full-time, flexible role involves managing client portfolios, developing risk management strategies, maintaining accurate records, and staying informed on insurance policies and regulations, with opportunities for professional growth in a supportive, education-focused financial services environment.
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, Financial Services.
Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.
What You’ll Do
- Drive insurance sales through a mix of networking, referrals, outreach (including cold calling) and digital marketing.
- Conduct discovery conversations via Zoom and phone to understand each client’s needs and recommend appropriate coverage.
- Present policy options clearly, explain coverages and exclusions, and guide clients through the buying process.
- Complete client applications, manage follow-ups, and close sales using a simple, proven sales process.
- Maintain accurate records: client files, sales reports, bookkeeping entries, and CRM updates.
- Develop customized risk-management recommendations to keep clients’ coverage aligned with changing needs.
- Stay current on insurance products, company protocols, and applicable state and federal regulations.
Qualifications
- High school diploma required; bachelor’s degree is a plus.
- Strong verbal communication, active listening, and interpersonal skills.
- Coachable, self-motivated, and comfortable working toward measurable sales goals.
- Comfortable using Microsoft Office and common CRM / lead-management tools.
- Reliable internet connection and phone access (remote role).
- Willingness to obtain required state insurance license(s) — training provided.
- Must be legally authorized to work in the United States.
Compensation & Benefits
- Base + commission opportunity — estimated total compensation: $80,000 - $100,000 per year.
- Full-time role with licensing support, training, and career advancement opportunities.
- Flexible remote schedule, mentorship, and ongoing professional development.
Why You’ll Like Working with Our Client
- Education-first approach: focus on clear, client-centered financial planning rather than high-pressure selling.
- Supportive onboarding and mentorship to help you earn licenses and build a sustainable book of business.
- Meaningful work helping individuals and families protect and grow their financial futures.
Key Details
- Employment type: Full-time
- Location: Remote (U.S. applicants only)
- Hiring organization: Confidential Client
- Compensation: $80,000 - $100,000 yearly (estimated)
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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