Licensed Insurance and Membership Sales Agent

Role Overview

• Answer inbound calls from members and handle outbound outreach to existing members to review and sell insurance and membership products.
• Determine customers’ insurance needs through probing and offer tailored coverage solutions.
• Explain coverage limits, deductibles, payment options, policy language, and servicing provisions clearly.
• Respond to current policyholder inquiries and requests.
• Generate and follow up on leads using established lead management rules.
• Cross-sell to existing accounts, work sales campaigns, and develop networking referrals.
• Ensure applications meet agency and carrier guidelines, reducing E&O exposure.
• Sell additional products such as credit cards, memberships, and other vital offerings.
• Participate in performance planning and continuous improvement initiatives.

Requirements

• High School diploma or equivalent.
• State Property & Casualty insurance sales license (or ability to obtain).
• Demonstrated sales success and computer proficiency.
• 2+ years of call consultative sales experience (preferred).
• Bachelor’s degree in business, Sales, or Marketing (preferred).

Benefits

• Fully paid training (10–12 weeks).
• Medical, dental, and vision benefits.
• 401(k) with employer match.
• Paid parental leave, adoption assistance, PTO, holidays, CEO, and volunteer days.
• Tuition assistance, certification reimbursement, AAA membership, and employee discounts.