Insurance Sales Representative

We are seeking a motivated insurance agent with an enterprising spirit to identify and convert sales leads for insurance policies while overseeing a robust portfolio of clients.

The successful candidate will have served in a related insurance industry role in which he or she cultivated a pool of prospective clients through referrals, networking, cold calls, marketing initiatives, and other proactive sales strategies.

If you are an enthusiastic, intuitive, and organized professional who thrives in a multifaceted role, this job is for you! We’ll provide you with the training, mentoring, and support you need to take your earning potential into your own hands. If this sounds like you, apply today!

$55,000 - $75,000 yearly

• Set meetings with new and potential clients to listen to their needs, taking into account their financial statuses and stage-of-life priorities, and present insurance plan options tailored to their individual circumstances
• Keep bookkeeping systems, sales databases, customer records, and related organizational tools current to accurately report progress to monthly and quarterly sales quotas to stakeholders
• Maintain and grow existing portfolios by developing and implementing effective and attentive sales strategies that cultivate long-term customer loyalty
• Work with policyholders to develop and deliver risk management strategies that fit their individual profiles
• Remain updated on insurance industry changes and protocols to fulfill all policy requirements and monitor insurance claims from start to finish

• Strong interpersonal skills, communication skills, customer service skills, and analytical skills are required
• Proven understanding of the insurance industry including insurance products, risk management and any state and federal regulations
• Some experience with accounting or sales lead software is beneficial
• Job seekers must have an insurance license
• Candidates should have basic computer skills and be able to use Microsoft Office programs

At Homestead & Co, our mission is to provide superior client service in every interaction, at every stage of the real estate journey. We believe that buying or selling a home is one of the most significant decisions a person can make, and it is our privilege and our responsibility to guide clients through that process with integrity, expertise, and genuine care.

Our team is built on a culture of excellence, accountability, and heart. We believe that when our agents and staff are equipped with the right tools, systems, and support, they are empowered to deliver an exceptional experience to every client they serve. That belief drives everything we do internally, from the way we onboard new team members to the way we manage our operations on a daily basis.

At Homestead & Co, we are not just in the business of real estate. We are in the business of people, and that makes all the difference.