Sales Agent
The Sales Agent role at Confidential Client involves selling insurance products and club memberships through onsite and offsite appointments, focusing on achieving sales targets and maintaining high service quality. The position requires effective communication, organization, and adherence to underwriting guidelines, with opportunities for career growth following a training period.
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.
Job Summary
This entry-level Sales Agent role in Pierpont, MO is an on-site, field-oriented sales position focused on membership and insurance product sales. The Sales Agent Trainee will complete a training period and, upon successful completion, be reclassified as a Sales Agent. Work is performed in a District Office and at member locations as directed. All public-facing activities and documentation must meet underwriting and service quality standards.
Job Duties
- Sell insurance products using proven sales call fundamentals; quote rates, qualify applicants, inspect vehicles or property, and complete required documentation per underwriting guidelines.
- Promote and sell Club memberships and related services to support membership growth and profitability.
- Develop and use sales leads from all available sources; manage time and territory to achieve sales goals.
- Identify cross-sell opportunities and maintain a balanced product mix across memberships and insurance.
- Provide in-person and phone-based policy and membership service; process updates, cancellations, and endorsements accurately.
- Collect and reconcile membership and insurance payments securely.
- Attend meetings, training, and workshops; maintain accurate timecards and expense records.
- Share qualified sales leads internally (insurance, travel, etc.) to enhance member service.
Qualifications
- Bachelor’s degree or equivalent combination of education and experience preferred.
- 1–3 years of insurance sales or customer service preferred.
- Strong oral and written communication skills.
- Proficient with Microsoft Office (Word, Access, Excel, PowerPoint).
- Demonstrated competitive drive and persistence.
- Strong organizational skills and attention to detail.
Travel Requirements
- Occasional travel to off-site business meetings or conferences (approximately 5%).
Compensation & Benefits
- Estimated pay (source listing): $75,379 per year (estimated).
- Health coverage: medical, dental, vision.
- 401(k) with company match and pension plan.
- Tuition assistance.
- Floating holidays and paid time off for community volunteer programs.
- Paid parental leave.
- Wellness programs.
- Employee discounts on membership, insurance, travel, entertainment and more.
Compliance & Additional Info
- Confidential Client participates in E-Verify.
- This role is not remote; work is performed in-office and on member sites as required.
- Reasonable accommodations are available upon request for candidates with disabilities during the application process.
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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