Insurance Sales Representative
The Insurance Sales Representative role at Confidential Client involves building and maintaining client portfolios by applying effective sales strategies and providing tailored insurance solutions. This entry-level position requires strong interpersonal and organizational skills to manage client relationships, stay informed on industry changes, and ensure accurate sales and client recordkeeping. The role offers a clear path for career growth within a reputable financial services company.
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
Are you a motivated people person looking to jump-start a career in insurance sales? As an Insurance Sales Representative with our confidential client, you will build and maintain client relationships, identify coverage needs, and drive new business through outreach and networking.
- Remain current on insurance products, industry updates, and relevant regulations that affect clients
- Collaborate with clients to develop risk-management profiles and recommend appropriate insurance solutions
- Maintain and grow a portfolio of existing clients while pursuing new prospects via cold calling, networking, and referrals
- Listen attentively to understand client needs and tailor recommendations accordingly
- Keep accurate records of client interactions, bookkeeping, and sales activity to track progress against goals
Compensation & Benefits
- Base/plan commission structure with a target compensation of approximately $60,000 (at plan commission)
- Commission-driven upside; earning potential increases with performance
- Additional benefits and advancement pathways available through the confidential client (details provided during hiring process)
Qualifications
- Willingness to learn the insurance industry, product portfolios, and state/federal regulations
- Valid insurance license required or willingness to obtain licensing in Texas
- Some computer experience required; familiarity with Microsoft Office and CRM or sales software preferred
- Strong interpersonal and communication skills, high attention to detail, and solid organizational ability
- Bachelor’s degree preferred; high school diploma or equivalent required
Why This Role
This is an entry-level to early-career sales role with clear development paths. You’ll gain sales experience, licensing support, and client-facing skills while working with a reputable confidential client in the Sales industry. If you’re driven to grow your income and build long-term career momentum in financial services and insurance sales, this role provides hands-on training and measurable advancement opportunities.
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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